CRE Data Room Preparation

Fernandes & Company prepares commercial real estate data rooms as a done-for-you service: deal-level data rooms organized for lenders and LPs, and borrower-level data rooms assembled to lender expectations. Files collected, standardized, and structured the way reviewers expect — so financing moves at term-sheet speed instead of scrambling behind it.

Two Products

Deal data rooms and borrower data rooms — what's the difference?

A deal data room covers a single transaction: everything a lender or LP needs to evaluate that deal. A borrower data room covers you as a sponsor: the credit file that follows you from deal to deal. Serious sponsors maintain both.

Data Room

Deal Data Room

Underwriting model, T-12, rent roll, leases, purchase agreement, title, environmental, insurance, and sponsor materials — organized for lender and LP review on a live transaction.

Per Transaction
Data Room

Borrower Data Room

PFS, SREO, track record, entity documents, and credit file — a sponsor-level package assembled to lender expectations and maintainable monthly.

Ongoing Option
Standardization

File Standardization Built In

Messy T-12s, rent rolls, PFS, and SREOs are normalized into underwriting-ready formats as part of the assembly — not left as-is in prettier folders.

Included
Why It Matters

Deals die in disorganized folders.

Lenders and LPs judge sponsors by their files before they judge the deal. A complete, organized data room signals a sponsor who closes; a scramble at term sheet signals risk. Built by an operator who has sat on the borrower's side of 250+ closings — we know exactly what reviewers look for and where they expect to find it.

How It Works

From document dump to financing-ready.

  • Complimentary call → scope and flat-fee quote
  • Document collection and gap list — you see what's missing before a lender does
  • Standardization of financials and files
  • Structured assembly, organized to reviewer expectations
  • Optional monthly maintenance for borrower data rooms
FAQ

Data room preparation, answered.

The core package lenders and LPs expect: the underwriting model, T-12 and rent roll, leases and abstracts, purchase agreement, title and survey, environmental and property condition reports, insurance, and the sponsor's track record and financials — organized so reviewers find every document where they expect it.

A borrower-level package covering the sponsor rather than a single deal: PFS, SREO, track record, entity documents, liquidity verification, and credit file — assembled to lender expectations so financing conversations start fast.

Both. Existing files are collected, standardized, and organized; gaps are flagged and missing analyses — models, standardized financials, summaries — can be produced as part of the engagement.

Flat fee based on scope, quoted on a complimentary consultation call. Recurring monthly maintenance is available for borrower data rooms.

Get Started

Financing conversation coming up?

Get the data room built before the term sheet needs it.

Schedule a Consultation

No commitment. No pressure. Just a straight conversation.