04 //MYBA advisor
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MYBA Advisor
Informed by Aurelius Holdings, LLC · your documents · your team
I'm meeting my banker on the 21st about a $3M line for the Market Street acquisition. What should I have ready?
You're in good shape. Your Bank-Ready Package is 4 of 5 complete. The gap is your Personal Financial Statement — it was last updated in January and your cash position has changed since the Q4 distributions. I'd refresh it before the meeting.
Two things a lender will look at closely for a line this size: your global DSCR (currently 1.62x, comfortably above the typical 1.25x floor) and the Q4 rent roll, which is still marked as needing an update. Want me to draft a note to your CPA asking for the updated rent roll and the latest interim P&L?
Yes, draft it.
Drafted and saved to your Documents under “Outgoing requests.” I've also added a reminder for March 18 so there's time to review before the 21st.
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