By Alliance CRE Capital, LLC · Updated September 15, 2026
Confirm the current obligation
Locate the maturity date, outstanding balance and relevant provisions in the existing loan documents. Identify any extension conditions or prepayment provisions for discussion with your existing lender and professional advisers. Do not assume an extension is available.
Update the property story
Prepare a current rent roll, recent operating statements and a summary of material lease changes. Explain vacancies, capital improvements and changes to the business plan since the original loan closed.
Separate the financing request from available proceeds
State whether the goal is to repay existing debt, finance improvements, change ownership or request cash out. A proposed loan amount and the cash available after payoff, costs and reserves are different figures.
Give the review team the real timeline
Include the maturity date and other contractual deadlines in your request. The time needed for valuation, documentation and underwriting varies. Alliance can review the scenario and potential third-party capital sources; a request is not a commitment to refinance.
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General preparation information. Capital-provider requirements vary; submission does not guarantee approval or funding.