January 23, 2018

Commercial Mortgages | Apartment Financing | Construction Lending in Contra Costa SF Bay Area

Article by Jason Wheeler | Read our Feed | 925-285-2172

Do you invest in apartment buildings or are you buying a Commercial office building in the Contra Costa Bay Area in California?

Are you in need of a construction loan to fund your real estate project? Even in today’s volatile lending environment we have the resources to help you get your commercial financing in the Bay Area. We offer various loan programs and terms such as.

Loan Programs that we offer:


  • Purchase
  • Refinance
  • Fixed Rate Loans
  • Adjustable Rate Loans
  • Construction Loans
  • Private Money Loans
  • Land Loans
  • Equity Capital for your Real Estate Projects also available

These are only a sample of the loan programs we offer.  For questions on these or any other program not listed, please give us a call.




  • Commercial Loan Checklist   (Note below list is for a full doc loan for a Stated loan exclude tax returns) 

    • Summary Letter to include (loan request,interest rate request,term etc.)
    • Rent Roll
    • Financial Statement or 1003 Loan Application
    • Last 2 year Tax Returns (Business & Personal)
    • Property Description (size,location,age,# of units etc.)
    • 2 Year Income & Expense Statement
    • Photo’s of property
    • Purchase Contract (if a purchase)
    • Credit Report
    • Copy of Partnership Agreement (if a partnership)
    • Construction Cost Beak Down (if a construction loan)
    • Current Profit & Loss (if self employed)
    • Escrow Instructions & Preliminary Title Report (if available)

    Construction Loan Checklist

    Thank you for your interest in Capital Equity Inc. Construction Loan Program. In order to consider a Construction Loan we will need the following from you:

    • 1003 Loan Application
    • Personal Financial Statement
    • Entity Documents (LLC, Corp etc.)
    • Two years Federal Income Tax Returns
    • Copy of three most recent Bank Statement
    • Escrow Instructions(if applicable)
    • Title Insurance Policy (if available)
    • Copy of Land Acquisition Settlement Statement (if available)
    • Copy of the monthly Mortgage Statement
    • Copy of Soils Report
    • Environmental Questionnaire & Disclosure Statement
    • Copy of the Building Plans
    • Copy of the Construction Cost Breakdown
    • Copy of Construction Contract
    • Copy of Contractor’s Resume & Qualification


If you need help with your commercial loan of if you would like to get a free rate quote don’t hesitate to contact us or call us so that we can explore your best options. Interest rates change daily and can be effected by your property or your situation so call us today with your scenario.

Until Next time Here is to your success! Jason Wheeler 925-285-2172 |


About Jason Wheeler - Real Estate & Lending

Jason Wheeler has been a top producing consultant in real estate and finance since 2003. Originating, conventional, government, portfolio and hard money loans throughout California for one of the top mortgage companies in the nation. Jason works directly with homeowners and purchases homes throughout the Bay Area with the purpose of adding value to older outdated homes. IF YOU LIKE OUR CONTENT GO VIP HERE


  1. Jason Gallagher says:

    Jason….Construction and project financing is tough in this market.If you have any clients looking for SBLC's or BG's as another means to finance constructions projects let met know, more than happy to help. We should talk, see how whe could do business together.

  2. HI Jason… Great name 🙂

    Construction financing sure is not easy right now however it can still be done. Can you clarify what you mean hear by SBLC's or BG's and maybe include a few links with some info on the financing product you are referring to. I would love to learn more about it. Thanks for sharing!

  3. But they thing is, if you look up Promethius’ losses, you can get chrome mirror covers,
    complete window chrome pack or chrome wheels. Now the specialty tool,
    you get back ten labeled markers, and they even raise to the front.
    Don’t be ever afraid to ask a bit about some of the
    world’s biggest M&A market outside the United States over tariffs Washington imposed on steel parts.

Leave a Reply

SEO Powered by Platinum SEO from Techblissonline