What Lenders Need to Know About Occupancy Rules and Leased Space

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Online  

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Thursday, November 19, 2026 12:00 PM - 1:30 PM   iCalendar Central Standard Time

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LIVE Presentation Runs (90 minutes):    1:00-2:30 pm Eastern | 12:00-1:30 pm Central | 11:00 am-12:30 pm Mountain | 10:00 -11:30 am Pacific

Fee (per person):

• Members:   1 person: $405 | 2-5 people: $295 each | 6-10 people: $200 each | 11-20 people: $150 each
• Non-Members:   1 person: $750 | 2-5 people: $495 each | 6-10 people: $350 each | 11-20 people: $275 each
• Government:   Contact NAGGL >
• Need more than 20 connections?  Contact NAGGL >

When it comes to financing real estate or improvements to it, SBA loan proceeds used for passive entities is not eligible. Therefore, understanding the occupancy and leased space requirements is critical to having a valid SBA guaranty, particularly for delegated processed loans.  Join this session as we discuss SBA requirements and provide real life examples for leased space, including EPC/OC loans, occupancy, and assignments of leases and landlord waivers.