Plett Advisory Services

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Plett Advisory Services

Plett Advisory ServicesPlett Advisory ServicesPlett Advisory Services

  • Home
  • Services
  • Contact Us
  • About Us

Services

Lending Experience

Lending Experience

Lending Experience

Commercial Real Estate (CRE)        

  • Multifamily
  • Office & Retail
  • Hotels
  • Vertical & Horizontal Construction 


Commercial & Industrial (C&I)

  • Lines of Credit
  • Equipment Finance
  • Business Buyouts
  • Debt Consolidation


Tax Credit Finance                  

  • Historic Tax Credits (HTC)
  • Low Income Housing Tax Credits (LIHTC)
  • New Markets Tax Credit (NMTC)


Agriculture                           

  • Cow-calf Operations
  • Row Crop Farming

How We Help You

Lending Experience

Lending Experience

Commercial Credit Analysis    

  • Provide a credit memo and full underwriting package


Risk Review                             

  • Annual reviews of existing loans or third party review of new loans and participations


Training                                  

  • Online or in-person seminars available for all areas of lending
  • One-on-one training available for individuals wanting to learn how to analyze tax returns and financial statements


Phone Consultations          

  • Learn about hot button issues you should be aware of before diving into a new loan

Timeliness

Lending Experience

Timeliness

Underwriting for simple loans  (~$250k or less) can be completed in as little as 48 hours


Underwriting for complex loans and relationships

 ($1 million or greater) can be completed in as little as a week


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