Rocky Mountain Holdings Ltd. - Commercial Mortgage

Overview

Rocky Mountain Holdings Ltd. – Commercial Mortgage Overview

In this guided-learning practice lab, you will step into the role of a credit analyst and work with a prospect looking for indicative commercial mortgage terms for a proposed office property acquisition. You will review the components of the due diligence package, including documents such as a Purchase & Sale Agreement, an Offer to Lease, a rent roll, a restricted-use appraisal report, and the vendor’s historical financial statements. We’ll also work through some assessment tools to support your analysis of the credit request, including a rent roll summary, a commercial mortgage calculator, and a risk rating and profitability model.

Recommended Prerequisites

We recommend you complete the following courses before taking this practice lab:

Who Should Take This Practice Lab?

This practice lab is perfect for any aspiring credit analyst working in real estate, underwriting, commercial lending, corporate credit analysis, and other areas of credit evaluation.

What you'll learn

Lesson

Multimedia

Exams

Files

Introduction

Introduction Free Preview

Document and Resource Checklist

Case Background Free Preview

Transaction Analysis

Debrief - Purchase and Sale Agreement Free Preview

Debrief - Appraisal and Checklist

Debrief - Timeline

Debrief - Offer to Lease

Timeline to Completion

Rent Roll Tab

Debrief - Rent Roll Tab

Analysis Tab

Debrief - Analysis Tab Inputs

Debrief - Analysis Tab Expenses

Debrief - Analysis Tab Interpretation

Risk Rating and Pricing

Debrief - Risk Rating and Pricing

Discussion Paper

Debrief - Discussion Paper

Review Questions

Debrief - Review Question One

Debrief - Review Question Two

Debrief - Review Question Three

Case Study Summary

Summary

Download Solution Files

This Course is Part of the Following Programs

Why stop here? Expand your skills and show your expertise with the professional certifications, specializations, and CPE credits you’re already on your way to earning.

Commercial Banking & Credit Analyst (CBCA)® Certification

Rocky Mountain Holdings Ltd. – Commercial Mortgage is part of the Commercial Banking & Credit Analyst (CBCA)® certification, which includes 59 courses.

Skills Learned Financial Analysis, Credit Structuring, Risk Management
Career Prep Commercial Banking, Credit Analyst, Private Lending

Learn More

Commercial Real Estate Finance Specialization

Skills Learned Real Estate Lending, Real Estate Financial Modeling, Construction Finance, Environmental Analysis and Due Diligence, Lease and Rent Roll Analysis
Career Prep Credit Analysts, Risk Manager & Credit Adjudicator, Private Real Estate Lenders, Real Estate Investors and Advisors, Commercial Mortgage Brokers, Commercial Relationship Managers

Learn More

What our students say

SPECTACULAR
Worth your time and investment. Cheers!

Joshua Okoth

A great collection of videos and lessons that covers all aspects of the different types of RE loans, pricing & underwriting

Paul Twilley

Real Estate Professional
I Truely recommend this course, you can lear how to start your own real estate projects or give the services to the industry.

Luis Eduardo Villegas Cervantes

Very practical
This course is very practical than others with important debriefs.

Atinafu Asefa

I am enjoying learning

Aubrey Nchima

I just completed the Commercial Real Estate Specialization program from Corporate Finance Institute and I have to say, it was absolutely amazing! The course material was thorough and well-organized, and the instructors were knowledgeable and engaging. I learned so much about the various aspects of commercial real estate, from property analysis and valuation to financing and investment strategies. I feel much more confident in my ability to navigate the commercial real estate market thanks to this program. I highly recommend it to anyone looking to gain a deep understanding of this exciting and lucrative field!

Rasheed Abolashe

An excellent case study
In my opinion this course is an invaluable material for future real estate lenders.

Gabor Andras Koltai

A very interesting case study
A broad approach and useful case study I have learn a lot.

José Tétua

Rocky Mountain Holdings Ltd. - Commercial Mortgage
Great course for mortgage

Joseph Barasa

super staff
very practical case study

Mulenga Kachela

Credit Analyst
Very informative and useful

Van Paul

Great Course
I enjoyed the course.

Evance Ivwurie

This case study help me understand better
The case study shed more light on the whole process

Oyebanji Dickson Aruwayo

Real Estate is advancing
Thank you yet again CFI

Zanele Stokwe

CFI Real Estate Case Study
The case study course gives real life scenario to apply what we have learnt throughout the coursework

Samuel Chung

Amazing learning experience
A recommended case study for who interested in Commercial Real Estate Finance Specialization

BAO Quoc Tran

CRE Course
Overall broad course. Good for newbies and for intermediates to sharpen their skills

Alessandro Bruzzese

Excellent Case Study
I've learnt a lot through this case study.

Chen Sang Ng

Extremely informative
Just to appreciate the course, it has been very useful for me. I would like to highlight the dynamic of the modules, very active, interesting, and well organized and great to share experiences. Many thanks!

Eid A.Mordy Moawad Mostafa

Extremely informative
Just to appreciate the course, it has been very useful for me. I would like to highlight the dynamic of the modules, very active, interesting, and well organized and great to share experiences. Many thanks!

Eid A.Mordy Moawad Mostafa

Frequently asked questions

What are the requirements to take the courses?

All of our certification programs are open to students and professionals in various industries and levels of experience. Our curriculum is designed to teach what you need to know from basic fundamentals to advanced practical case studies. To take the courses and complete the exercises, students will only need access to a PC and/or Mac, Microsoft Suite (2016 or newer), and a stable internet connection. Click here to view the Technical Requirements

Can I download the Excel files and financial modeling templates for the course?

Absolutely! All the files and templates needed in a course are available for download. Just look for a module that shows Downloadable Files within the course dashboard. See here for a visual guide on how to do this.

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You will have yearly access to the courses as long as you maintain an active subscription. All the courses are self-paced as well so you can take your time in learning without worrying about any deadlines. Click here to compare our available enrollment options.

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Yes, CFI is accredited by the Better Business Bureau® (BBB) to maintain training standards, the CPA Institutions in Canada, and the National Association of State Boards of Accountancy (NASBA) in the USA. Most of our courses qualify for verified CPE credits for CPA charter holders. Please refer to this page to view all available CPE credits.

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Students must complete all the video lessons, quizzes, and final assessments in each course. You can retake the assessments as many times as necessary until you reach an 80% passing grade. For more information on how to earn a course certificate, click HERE.

How are the exams conducted?

Students are required to complete an online assessment (Multiple choice questions, Fill-in-the-Blanks, and Excel Questions) at the end of each course. You can take the exams on your own schedule and will need to earn at least 80% to pass the course and earn your certificate of course completion. Please note that course exams can be repeated as many times as you need. Students are also required to complete the FMVA® final exam to earn their certification. How to Take a Qualified Assessment

Can I email the instructor if I have questions?

While the courses are designed mainly for self-study, we are happy to provide email assistance for general or technical support inquiries. The Full Immersion bundles include a premium email support function that allows you to communicate directly with in-house experts regarding course content. This is one of the key features that sets the Full Immersion bundle apart and makes it a worthwhile upgrade over the more affordable self-study bundle. You can compare more features in our bundles here.

Will these courses help me advance my career?

Based on hundreds of reviews from thousands of students we know how CFI courses have helped so many people advance their finance careers. Our courses are designed to be extremely practical and simulate the experience of being trained as a professional financial analyst…the ultimate way to advance your career. For real-world examples and to help delve even deeper into the course concepts, please look into our free career resources library.

Rocky Mountain Holdings Ltd. - Commercial Mortgage

Overview

Recommended Prerequisites

Who Should Take This Practice Lab?