Be Refinance-Ready Before Your Loan Matures

Multifamily Capital Strategy Playbook

A practical toolkit to organize your documents, stress test your numbers, and walk into lender conversations prepared instead of guessing.

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Why this toolkit matters now

When a loan comes due in today’s market, lenders are looking harder at risk.

If your documents are scattered, your KPIs do not line up, or you cannot answer basic “what if” questions on the spot, you give up negotiating power before the conversation even starts.

This toolkit helps you:

See how your current metrics stack up against common lender thresholds
Spot weak points in DSCR, LTV, and occupancy before a lender does
Decide which levers to pull in the next 60 days to strengthen your position

This toolkit is for:

Asset managers and portfolio managers preparing upcoming maturities

Owners and sponsors of multifamily and commercial properties

CFOs and finance leaders who want a clearer view of refinance risk

Developers with near term loan rollovers who need a lender-ready loan package

What You'll Get In the Toolkit

Data Room Checklist

A complete checklist of the documents lenders expect to see, so you can assemble your package with zero guesswork and avoid last minute scrambles.

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The KPI Stress Test

A simple table to benchmark your property’s DSCR, LTV, occupancy, and other metrics against common lender targets so you can spot red flags early.

60-Day Value-Add Levers

A list of practical, low cost steps you can take in the next 60 days to improve your numbers before you apply, so you are not walking in with a weak story.

Loan Metrics Calculator

A plug and play calculator for core debt metrics, including DSCR and debt yield, so you can model and stress test different rate and income scenarios in minutes.