← back to workspace Decision Report — preview Shoppes at Riggs Ranch — Credit Memo — 2026-04-02.pdf · 4 pages
Colonial Capital LLC
Phoenix, AZ · Private Lending
Credit Memo
Prepared 04.02.2026
Confidential · Internal use only

The Shoppes at Riggs Ranch

5070 S Gilbert Rd, Suite 100–400, Chandler AZ 85249

Multi-tenant Retail (Strip) · MVP Funding Investments, LLC · $4,400,000 senior debt · 5-yr term · 4.50% rate · 25-yr amort

Recommendation
Approve
All credit thresholds met. LTV 62.2% (target ≤65%), DCR 1.34x (target ≥1.30x), debt yield 11.2% (target ≥10.0%). One field flagged for borrower-inflated 3.0% management fee — recommend re-underwriting at 4.0% market and re-running DCR to confirm headroom. Combined sponsor liquidity of $1.18M provides 18 months of debt-service coverage.
Key metrics
LTV
62.2%
Pass
DCR
1.34x
Warn
Debt yield
11.2%
Pass
NOI (stab.)
$494,986
Viable
Break-even cap
5.41%
Reference
Property
Asset typeMulti-tenant Retail
Year built2006
Gross leasable area15,420 SF
Current occupancy96.4%
Anchor tenantState Farm
Implied value @ 7.0% cap$7,071,228
Phase I ESA⚑ Pending
Title commitment⚑ Pending
Appraisal⚑ Pending
Borrower
EntityMVP Funding Investments, LLC
Sponsor 1 — Curran net worth$2.40M
Sponsor 2 — Younan net worth$3.10M
Combined liquidity$1.18M
Months DSCR covered~18
Credit (Curran)754
Credit (Younan)768
Schedule of REOReviewed
Borrower authorizationBoth signed
Income & expenses (T-12)
Line item Annual $ / SF % of EGI
Base rent$487,420$31.6180.1%
Reimbursements (CAM, taxes, insurance)$112,650$7.3018.5%
Other income$8,400$0.541.4%
Effective gross income$608,470$39.46100.0%
Property taxes($48,210)($3.13)7.9%
Insurance($14,840)($0.96)2.4%
CAM($32,180)($2.09)5.3%
Management fee (3.0% — flagged)($18,254)($1.18)3.0%
Replacement reserves (manual entry)($0)
Total operating expenses($113,484)($7.36)18.7%
Net operating income (stabilized)$494,986$32.1081.3%
Underwriting fields & sources
Field Value Source Status
Net operating income $494,986 Pro Forma · Summary · Row 28 Verified
Base rent $487,420 Pro Forma · Summary · Row 12 Verified
Other income $8,400 Pro Forma · Summary · Row 14 Verified
Property taxes $48,210 Pro Forma · Summary · Row 18 Verified
CAM expense $28,400$32,180 Pro Forma · Summary · Row 22 → corrected Corrected
Management fee 3.00% Pro Forma · Summary · Row 24 Flagged
Replacement reserves $0 Manual entry — not in source Manual
Occupancy 96.4% Pro Forma · Summary · Row 8 Verified
Avg monthly cash balance $284,150 Bank Stmt 1 · Pg 2 · Summary line Verified
Curran net worth $2,400,000 PFS · MMCC · Pg 3 Verified
Younan net worth $3,100,000 PFS · MMCC · Pg 3 Verified
Combined liquidity $1,180,000 Derived from PFS — sum of liquid assets Calculated
Items flagged for further review
Management fee · 3.0%
Reason: borrower-inflated. Market rate for retail strip in Chandler is 4.0–4.5%. Re-running DCR at 4.0% management fee yields DCR 1.27x (just below 1.30x target).
flagged 04.02.2026