November 19, 2026 SBA 504 Lending: Structuring Real Estate & Equipment Financing

Description

Think SBA 504 is only for small transactions? Think again. We'll highlight how the program can be an effective financing solution for projects of varying sizes and complexity. 

Join us for an informative discussion on the SBA 504 loan program. Whether you're new to SBA lending or looking to expand your expertise, this session will provide practical guidance, real-world examples, and actionable insights! 

• During this SBA 504 program overview, we'll explore: 
• When and how to use SBA 504 financing 
• Understanding the 50/40/10 financing structure Ownership versus leasing considerations 
• Eligible uses for financing commercial real estate and equipment acquisitions 
• Key differences between SBA 504 and conventional financing 

In addition, we'll walk through a case study that illustrates how the program works in practice. Attendees will gain valuable insights into preparing for a successful SBA transaction, understanding typical deal timelines, and avoiding common pitfalls throughout the process. 

The presentation will conclude with a dedicated Q&A session, providing attendees an opportunity to engage directly with the presenters and discuss real-world scenarios. 

Meet Our Speakers: This session will be co-presented by BMO's SBA National Leader, Carrie Pohl, the Executive Managing Partner of Cushman & Wakefield, Michael Magliano, and Growth Corp’s Senior Vice President and Loan Officer, Joel Herscher. Together, they bring more than 60 years of experience collaborating on successful SBA transactions and helping business owners secure financing for growth, expansion, and capital investments