Commercial / SBA Underwriting · 2026 Guidelines · Under 2 Minutes

Commercial Real Estate & SBA Underwriting — Owner-Occupied Deal Analysis

SBA 7(a), 504, and owner-occupied commercial analysis aligned to 2026 SOP.

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SBA underwriting is unforgiving — a 51% owner-occupancy miss, a missing 3-year business P&L, or a global cash flow that doesn't clear 1.15× will stop a deal cold. AssetForge Underwriter is calibrated to current SOP 50 10 guidance: it reads the documents, checks eligibility line-by-line, and outputs a memo your loan officer can act on.

Upload property financials, business tax returns, and the purchase agreement. The report covers business cash flow (BCF), DSCR, collateral coverage, personal guaranty math, and whether the structure fits 7(a) vs 504 vs conventional.

Underwriting Benchmarks

Commercial / SBA Metrics We Check Every Time

$5M
SBA 7(a) max
Standard program
$5.5M
SBA 504 max
Green/mfg: up to $5.5M
51%
Min owner-occupancy
Existing buildings
1.15×
Min global DSCR
Most SBA lenders
Built For This Asset Class

What You Get in a Commercial / SBA Report

SBA eligibility line-by-line

Owner-occupancy %, size standards, credit elsewhere, use-of-proceeds — each checked against current SOP with a pass/fail/flag verdict.

Global DSCR + BCF

Business + personal cash flow combined. Most SBA lenders want 1.15×+ global — the report computes it and stress-tests against a rate shock.

7(a) vs 504 structuring

Recommends which program fits based on loan size, use-of-proceeds, and down-payment availability. Explains the trade-offs plainly.

Collateral shortfall analysis

Tells you how much of the deal is unsecured — and how that will affect your personal guarantee and interest rate.

FAQ

Commercial / SBA Underwriting Questions

Does AssetForge analyze business acquisitions (not just real estate)?

Yes. SBA 7(a) business acquisition deals are analyzed using last 3 years of business tax returns, add-backs, and seller financing structure. The output includes a goodwill breakdown and collateral shortfall calc.

Can I use this for conventional commercial (non-SBA)?

Absolutely. The report runs SBA + conventional in parallel and tells you which path gets you better terms. Many deals pencil better on the conventional side.

How current is the SBA guidance?

The engine is calibrated to the 2026 SOP 50 10 8 guidelines and is updated within weeks of any SOP revision.

Analyze Your Commercial / SBA Deal
In Under 2 Minutes

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AI-generated informational analysis only — not financial, legal, lending, or appraisal advice. Not a substitute for a licensed MAI-certified appraisal or professional due diligence. All figures, projections, and market estimates must be independently verified by qualified professionals before any capital decision is made.