SBA 504 Loan & Rates Monitor – November 2019

Through November 1, 2019, which is one month into the new fiscal year (2020) for the program, SBA 504 loan originations were up a whopping 35.5% compared to the prior year, reaching $656.4 million year-to-date in FY2020 versus $484.4 million during the same period in...

U.S. Bank Statistical Report – October 2019

Fed Rate Cut, Easing Worries Over Trade and Economic Growth Propel Bank Stocks in September. The dark clouds of worry that caused a general stock market decline that hit the banking sector particularly hard in August gave way to a much less pessimistic attitude in...

SBA 504 Loan & Rates Monitor – August 2019

Through August 9, 2019, SBA 504 loan originations are up 7.2% compared to the same period in the prior year, reaching $4.26 billion year-to-date in 2019 versus $3.98 billion during the same period in 2018. This reflects a substantial acceleration in originations over...

SBA 504 Loan & Rates Monitor – July 2019

Through June 28, 2019, SBA 504 loan originations are up 5.4% compared to the same period in the prior year, reaching $3.59 billion year-to-date in 2019 versus $3.40 billion during the same period in 2018. Despite this growth, the unpaid principal balance of...

The SBA 504 Program

The SBA developed the 504 Certified Development Company Loan Program (the “SBA 504 Program”) to promote economic development and create jobs. Under the SBA 504 Program, a bank, credit union, insurance company or other financial institution, including...

The Community Reinvestment Act

The Fund expects that Fund investors that are subject to examination for CRA compliance may seek favorable regulatory consideration of their Fund investment under the CRA. At the time of an investment in the Fund, an investor that meets the minimum investment...

News & Publications

Get the latest news on economic trends, what's happening in the market for SBA 504 loans, interest rate changes, developments in the Community Reinvestment Act, and happenings at Equalize Capital.