1. 01Choose a property

    Start with the asset you own or plan to buy.

  2. 02Learn

    Understand the operating evidence and questions lenders examine.

  3. 03Model & prepare

    Use the Excel model, PDF guide and document checklist together.

  4. 04Discuss financing

    Bring your scenario and questions to Jaken Finance Group.

Find your starting point

Explore by property type.

Each property page connects its education, downloadable model, lender checklist and financing next step.

Compare the asset packages.

All workbooks and PDF guides are free to download. No email required.

18 asset packages

Asset underwriting package

Multifamily

Reconcile apartment rent, concessions, collections and operating costs before sizing debt.

  • Multifamily
  • Apartments
  • Build-to-rent
Excel model + PDF guide
Asset underwriting package

Industrial

Connect tenant leases, recoveries, rollover costs and occupancy to repayment capacity.

  • Industrial
  • Warehouse
  • Small-bay
  • Outdoor storage
Excel model + PDF guide
Asset underwriting package

Retail

Test base rent, recoveries, percentage rent and anchor or tenant disruption.

  • Retail
  • Shopping centers
  • Single-tenant retail
Excel model + PDF guide
Asset underwriting package

Office

Model lease rollover, free rent, tenant improvements and committed leasing capital.

  • Office
Excel model + PDF guide
Asset underwriting package

Medical office

Evaluate lease income, practice concentration and the cost of specialized space.

  • Medical office
Excel model + PDF guide
Asset underwriting package

Mixed-use

Keep residential and commercial income, vacancy and costs distinct within one property.

  • Mixed-use
Excel model + PDF guide
Asset underwriting package

Owner-occupied commercial property

Reconcile operating-business cash flow, intercompany rent and property debt without double counting.

  • Owner-occupied
  • Owner-user
Excel model + PDF guide
Asset underwriting package

Hotels

Translate room inventory, occupancy and room rates into monthly cash coverage and reserve needs.

  • Hotel
  • Hospitality
Excel model + PDF guide
Asset underwriting package

Self-storage

Separate physical occupancy from collected rent, promotions and delinquency.

  • Self-storage
Excel model + PDF guide
Asset underwriting package

Manufactured housing communities

Separate lot rent, owned-home income, utility recoveries and infrastructure costs.

  • Manufactured housing
Excel model + PDF guide
Asset underwriting package

Student housing

Model beds, academic-year leases, concessions and the annual turnover cycle.

  • Student housing
Excel model + PDF guide
Asset underwriting package

Senior housing

Distinguish property cash flow from operator services, staffing and occupancy economics.

  • Senior housing
Excel model + PDF guide
Asset underwriting package

RV parks and campgrounds

Reconcile annual, seasonal and nightly site income with operating season and infrastructure spending.

  • RV parks
  • Campgrounds
Excel model + PDF guide
Asset underwriting package

Marinas

Connect slips, storage and ancillary income to seasonal cash flow and operating rights.

  • Marina
Excel model + PDF guide
Asset underwriting package

Car washes

Separate memberships, retail washes, variable operating costs and property-related obligations.

  • Car wash
Excel model + PDF guide
Asset underwriting package

Gas stations and convenience stores

Build cash flow from fuel margins and store sales while identifying environmental and capital obligations.

  • Gas station
  • Convenience store
Excel model + PDF guide
Asset underwriting package

Data centers

Connect contracted capacity, utilization, power costs and infrastructure commitments to debt capacity.

  • Data center
Excel model + PDF guide
Asset underwriting package

Development and adaptive reuse

Reconcile monthly costs, equity, debt draws, interest and the permanent financing exit.

  • Development
  • Construction
  • Adaptive reuse
Excel model + PDF guide

Need a quick calculation first?

Use the browser calculators for loan sizing, refinance gaps, reserve funding and debt scenarios. The calculator library works alongside these downloadable asset models. For transaction documents, visit the editable templates.