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CR Equity AI · Commercial Lending

Version 2.0 · Effective July 17, 2026

Commercial Lending Matrix

Expanded envelope for commercial real estate — loan amounts to $50M, owner-occupied LTV up to 90%, and broader eligible asset classes. Indicative terms for borrowers and advisors; not a commitment to lend.

  • $50K – $50M
  • Up to 90% OO LTV
  • Updated July 17, 2026
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01 / Envelope

Expanded lending envelope

Client-facing program parameters for CR Equity AI commercial real estate lending — version 2.0, effective July 17, 2026. Supersedes Client-facing Commercial Lending Matrix v1.0 (SCRUM-1510).

  • Loan amount

    $50K – $50M

    Expanded from $5M ceiling

  • Max LTV

    Up to 90% OO

    85% special-purpose · Investment 80% / 75%

  • Programs

    4 tracks

    Including SBA 504-style & large-balance bridge

Max LTV headline: up to 90% for owner-occupied SBA-style programs (85% special-purpose). Investment occupancy remains 80% purchase / 75% refinance.

02 / Programs

Program matrix

Indicative terms by program track. Highlighted rows are new in matrix v2.

ProgramLoan amountTermPricingMax LTVDSCRFICONotes
Investment / Permanent$50K – $10MUp to 30 yearsMarket / index-linked80% purchase / 75% refinance1.25×660+Stabilized investment CRE
Standard Bridge$50K – $10M12–24 monthsSOFR-indexed80% purchase / 75% refinanceCase-by-case660+Acquisition, refinance, value-add
Owner-Occupied / SBA 504-styleNew in v2$50K – $50M10 / 30 yearsUST-indexedUp to 90% (85% special-purpose)1.20×660+Owner-occupied commercial use
Large-Balance BridgeNew in v2$10M – $50M18–36 monthsSOFR-indexed80% purchase / 75% refinanceCase-by-case680+Non-recourse available

03 / Assets

Eligible & ineligible assets

Eligible asset classes

  • Multifamily (2+ units)
  • Mixed-use
  • Retail / shopping center
  • Office
  • Warehouse / industrial / light industrial
  • Self-storage
  • Hospitality (hotel / motel)
  • Medical office
  • Assisted living
  • Gas stations
  • Car washes
  • Gyms / fitness facilities
  • Bars / restaurants
  • Daycare
  • Auto / related specialty
  • Funeral homes
  • Mobile home parks (where program-eligible)

Ineligible

The following are the only asset categories listed as ineligible on this matrix:

  • Raw land
  • Ground-up construction

04 / Fees

Fees

Standard-program fees are unchanged from matrix v1. Expanded-envelope programs carry the additive note below.

FeeAmount
Origination1.00% – 2.00% of funded loan amount
Administrative fee$1,995
Third-party costsActual (title, appraisal / AIVAA, legal, recording)

Large-balance & SBA-style programs

Large-balance and SBA-style programs: origination 2.00% + $3,500 admin.

05 / Disclaimer

Important disclaimer

This matrix summarizes indicative program parameters for discussion purposes only. It is not a commitment to lend, an offer, or a guarantee of terms. All loans are subject to credit approval, underwriting, collateral review, and documentation. Maximum LTV, DSCR, FICO, pricing, and fees vary by asset class, occupancy, geography, and borrower profile. Terms may change without notice. CR Equity AI does not disclose capital-partner identities on client-facing materials. Equal Housing Lender.