SBA CDC / 504 Loans

Long-term SBA 504 financing for owner-occupied commercial real estate.

BLC helps business borrowers structure SBA CDC/504 financing for acquisition or refinance of owner-occupied commercial real estate, pairing a conventional first mortgage with a CDC/SBA second and coordinated interim financing.

90%Maximum aggregate LTV for multi-purpose properties
25 YrsConventional and CDC/SBA amortization available
$10MCDC/SBA second mortgage maximum where criteria are met
51%+Business occupancy requirement for existing properties
$350M+Managed assets and more
$1B+Closed loans since inception
DirectPrivate non-bank lender
No FeeNo application fee

Business real estate. Long-term structure.

A 504 loan can turn an owner-occupied property need into a structured growth strategy.

The CDC/504 program is a long-term financing tool for small businesses that need brick-and-mortar financing for acquisition, refinance, renovation, or modernization of owner-occupied commercial real estate.

For borrowers, the value is the structure: a conventional first mortgage, a CDC/SBA second mortgage, and a defined equity contribution. BLC helps determine whether the property, borrower, occupancy, and SBA requirements align — then works with knowledgeable CDC partners so the process is navigated efficiently.

504 capital stack

A defined project structure for eligible owner-occupied CRE.

The SBA 504 structure gives borrowers a defined framework for the first mortgage, CDC/SBA second, and equity injection, with different maximum LTV levels depending on property type and project characteristics.

50%

Conventional first mortgage

The first Deed of Trust / Mortgage typically covers 50% LTV and can be structured for up to 25 years.

30–40%

CDC/SBA second mortgage

The CDC/SBA second mortgage generally falls within a 30% to 40% range depending on the property type, project, and SBA 504 structure.

10–20%

Borrower equity injection

Borrower equity injection typically ranges from 10% to 20%, depending on property type, project structure, and SBA requirements.

Program terms

A financing snapshot for SBA 504 commercial real estate borrowers.

Use this as the quick-reference version of the program. Final loan structure depends on SBA eligibility, property type, borrower qualifications, collateral review, and the economics of the transaction.

SBA 504 financing is primarily for eligible small businesses using commercial real estate for their own operations, not for speculative or investment rental real estate.
Program TypeSBA CDC / 504
Maximum LTVUp to 90%
Special-Use LTVUp to 85%
Conventional FirstUp to 25 years
CDC/SBA SecondUp to 25 years
Interim NoteUp to 90 days
SBA Second MaxUp to $10M
OccupancyMinimum 51% owner-occupied
Minimum FICO650
Minimum DCR1.1x

Eligibility and proceeds

The 504 fit depends on both the business and the project.

Use this section to quickly understand what an SBA 504 loan can support, what it cannot be used for, and what borrowers must generally demonstrate before moving forward.

Borrower eligibility

For-profit small business borrowers.

  • Operated for profit
  • Must meet SBA size standards
  • Tangible net worth below $15MM
  • Average after-tax net income not above $5MM for the preceding two years
  • Prior ownership and management experience reviewed

Eligible uses

Commercial real estate focused proceeds.

  • Commercial real estate acquisition
  • Commercial real estate refinance
  • Modernizing or renovating existing facilities

Ineligible uses

Not for operating capital, inventory, or investment real estate.

  • Working capital
  • Inventory
  • Business acquisitions
  • Blue sky or equity financing
  • Investment rental real estate

Interim financing

BLC also bridges the timing gap between first mortgage closing and SBA debenture funding.

After the conventional first mortgage closes, SBA funding of the CDC/SBA second mortgage can typically take 45 to 90 days. To support smoother execution, BLC provides an interim loan that is paid off with the SBA debenture.

The interim note is structured for up to 90 days with interest-only payments. Interim loan rates are generally listed at 7.50% to 8.50% with a 0.50% loan fee, subject to final transaction terms.

01

First mortgage execution

The conventional first Deed of Trust / Mortgage closes as part of the broader 504 project structure.

02

Concurrent SBA closing

BLC requires concurrent closing with the SBA when interim financing is used.

03

Interim note period

The interim note covers the short window before the CDC/SBA debenture funding is completed.

04

SBA debenture payoff

The interim loan is paid off once the SBA debenture funds.

Multi-use property types

Commercial properties used by the operating business.

  • Warehouse
  • Office
  • Industrial
  • Medical
  • Flex
  • Auto body
  • Office condo
  • Retail
  • Self storage
  • Cold storage

Special-use property types

Reviewed with additional structure considerations.

  • Hospitality
  • Funeral homes
  • Bowling alleys
  • Urgent care centers
  • Surgery centers
  • Auto repair
  • Car dealerships
  • Executive suites
  • Wineries

Underwriting review

BLC reviews the real estate, the business, and the SBA 504 requirements together.

SBA 504 execution is more than a rate or term. The business occupancy, ownership profile, management experience, DCR, FICO, recourse, and project eligibility all matter.

650Published minimum FICO requirement
1.1xMinimum DCR for most recent FYE and interim period, or justifiable projections
20%+Personal guarantees required from ownership interests at or above this threshold
FullRecourse structure for all loans
51%Minimum owner-occupancy requirement. The business must generally occupy at least 51% of the subject property.

Execution process

A direct path from eligibility review to SBA 504 structure.

The process gives borrowers, referral partners, and CDC contacts a clearer path from initial eligibility review to a viable SBA 504 structure.

01

Review the project

Confirm the property type, occupancy, purchase or refinance objective, business use, and requested capital structure.

02

Assess SBA 504 fit

BLC leverages CDC/SBA knowledge and strategic CDC relationships to evaluate eligibility, use of proceeds, borrower qualifications, and the appropriate SBA 504 path.

03

Structure the stack

Build around the conventional first mortgage, CDC/SBA second mortgage, required equity, and interim financing mechanics.

04

Coordinate closing

Move the transaction through closing with CDC/SBA timing, interim note mechanics, and the debenture payoff path clearly defined.

Discuss SBA 504 financing

Have an owner-occupied commercial real estate project ready for review?

Send BLC the property, project cost, requested financing, business occupancy, use of proceeds, borrower background, and timing. The team can help determine whether the SBA CDC/504 path is viable.

SBA 504 FAQs

Key borrower questions.

What is an SBA CDC/504 loan?

It is a long-term financing structure for eligible small businesses needing commercial real estate financing, typically using a conventional first mortgage, a CDC/SBA second mortgage, and borrower equity.

How is a typical 504 project structured?

A common structure begins with a 50% conventional first mortgage, with the CDC/SBA second generally ranging from 30% to 40% and borrower equity typically ranging from 10% to 20%, depending on the project and property type.

What is the maximum aggregate LTV?

The published program allows up to 90% LTV for multi-purpose properties and up to 85% LTV for limited or special-purpose properties, subject to underwriting and final approval.

What occupancy is required?

The subject property must generally be at least 51% occupied by the small business concern.

Can SBA 504 proceeds be used for working capital?

No. The program cannot be used for working capital, inventory, or business acquisitions.

What underwriting requirements should borrowers expect?

BLC lists prior ownership and management experience, minimum 650 FICO, full recourse, personal guarantees from 20% or greater owners, and a 1.1x minimum DCR as key requirements.