Start with the property and the transaction
Share the property address, type, current condition, and whether the deal is under contract. For a purchase, have the expected price and target closing date. For a refinance, note the current loan balance, lender, and reason for refinancing. If you have not found a property yet, you can still describe your target market and investment strategy.
A useful first summary explains what is being financed: acquisition, rehabilitation, construction, a bridge to a sale or refinance, or a rental hold. These categories shape the questions a financing partner will ask next.
Show the capital plan
Estimate the amount you want to borrow, the funds you expect to contribute, and any renovation or construction budget. If work is planned, a short scope and line-item budget are more helpful than a single round number. Identify any appraisal, broker price opinion, rent estimate, or comparable sales you already have, while making clear what is an estimate.
For rental investments, annual property taxes, insurance, HOA costs, lease terms, and actual or projected rent help frame the property’s cash flow. For a rehab project, a realistic completion schedule and contractor plan matter too.
Explain how the loan is expected to be repaid
A proposed exit may be a sale, a refinance into longer-term financing, or stabilized rental income. Say which path you intend and what needs to happen for it to work. Previous project experience and available reserves may also be relevant, but an initial inquiry can be brief.
Do not send Social Security numbers, banking passwords, or sensitive documents through the public inquiry form or ordinary email. If a deeper review is appropriate, Gustafson Capital can identify the next documents and a suitable way to provide them.