Knowledge Base

Industry financing playbooks

A library of free, plain-English guides to financing owner-occupied commercial real estate. Start with the field guide on how the programs work, then open the playbook for your industry on how to purchase, refinance, or pull cash out with SBA 504, SBA 7(a), and conventional loans.

SBA 504SBA 7(a)ConventionalOwner-Occupied
Field Guide Start here SBA & Commercial Financing Field Guide

The flip-through field guide: how SBA 504, SBA 7(a), conventional, and bridge financing actually work, who qualifies, and how a deal flows from first call to funded.

Open the field guide
Owner-Operator Series Auto Repair & Auto Dealerships

How auto repair shops and dealerships buy, refinance, and pull cash out of their real estate with SBA 504, SBA 7(a), and conventional financing.

Read the playbook
Owner-Operator Series Childcare & Daycare Centers

How childcare and daycare operators buy, refinance, and pull cash out of their real estate with SBA 504, SBA 7(a), and conventional financing.

Read the playbook
Owner-Operator Series Restaurants & Food Service

How restaurant and food-and-beverage operators buy, refinance, and pull cash out of their real estate with SBA 504, SBA 7(a), and conventional financing.

Read the playbook
Owner-Operator Series Nail & Hair Salons

How salon and beauty operators buy, refinance, and pull cash out of their real estate with SBA 7(a), SBA 504, and conventional financing.

Read the playbook
Owner-Operator Series Flooring Companies (Retail & Wholesale)

How flooring retailers and wholesalers buy, refinance, and pull cash out of their warehouse and showroom real estate with SBA 504, SBA 7(a), and…

Read the playbook
Owner-Operator Series Coffee Shops & Cafes

How independent coffee shop and cafe operators buy, refinance, and pull cash out of their real estate with SBA 7(a), SBA 504, and conventional financing.

Read the playbook
Owner-Operator Series Wedding & Event Venues

How wedding and event venue operators buy, refinance, and pull cash out of their real estate with SBA 504, SBA 7(a), and conventional financing.

Read the playbook
Owner-Operator Series Funeral Homes

How funeral home owners buy, refinance, acquire, and pull cash out of their real estate with SBA 7(a), SBA 504, and conventional financing.

Read the playbook
Owner-Operator Series Plumbing Contractors

How plumbing contractors buy, refinance, and pull cash out of their shop, yard, and warehouse real estate with SBA 504, SBA 7(a), and conventional…

Read the playbook
Owner-Operator Series Self-Storage Operators

How owner-operated self-storage facilities are bought, built, refinanced, and recapitalized with SBA 504, SBA 7(a), and conventional financing.

Read the playbook
Owner-Operator Series HVAC Contractors

How HVAC contractors buy, refinance, and pull cash out of their shop, warehouse, and yard real estate with SBA 504, SBA 7(a), and conventional financing.

Read the playbook
Owner-Operator Series Dental Practices

How dentists buy, build, refinance, and pull cash out of their practice real estate with SBA 7(a), SBA 504, and conventional financing.

Read the playbook
Nothing matches that yet. Tell me your industry and I'll build a guide for it.

Have a deal in mind?

The guides are the groundwork. When you're ready to run real numbers on a real property, send the basics and get a same-day read.

Talk through your deal →