Coleman’s 15th Annual SBA Hospitality 7(a) & 504 Financing Webinar — 9/16

Featuring the Anticipated $10 Million SBA Loan Cap Increase, 2025 Policy Updates, & Underwriting Addendum Checklist

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A Coleman Training Webinar
Date: Tuesday, September 16, 2025
Time: 2:00 p.m. Eastern
Includes e-certification & recording

Hospitality continues to be one of the busiest sectors for SBA financing. Hotels, limited service properties, extended stay, and boutique concepts remain in high demand for both acquisition and expansion. But underwriting these projects has become more challenging as the SBA continues to adjust its rules and guidance.

In 2025 so far, SBA has released SOP 5010 8 and has reinstated the Franchise Directory. These changes directly affect how lenders evaluate brand eligibility, structure transactions, and document affiliation. The impact will carry through 2026, shaping credit standards and the way hospitality loans are reviewed.

Our 15th annual webinar is built to translate recent policy shifts into clear, practical steps for lenders. You’ll learn how to adapt your underwriting process to today’s SBA requirements, avoid common pitfalls, and create stronger credit memos. Each attendee will also receive a one page hotel underwriting checklist that serves as a quick reference tool to save time and reduce mistakes.

Join Coleman’s hospitality SBA 7(a) and 504 financing webinar to ensure you and your staff have the need-to-know information to appropriately assess lending risks and opportunities.

5 Major Hotel Industry Metrics Will Be Analyzed from the Lender’s Perspective:

• Occupancy Rates
• RevPar Income
• Average Daily Rates
• Room Supply (Including Construction Pipeline)
• Consumer Demand

You and Your Team Will Learn:

• How SBA’s 2025 SOP updates impact hospitality lending in 2026
• What the reinstated Franchise Directory means for brand due diligence and eligibility
• Best practices for underwriting both franchise hotels and independent “mom and pop” operations
• How to evaluate management depth, sponsor experience, and ownership structure
• Current expectations for equity requirements, global cash flow, and stress testing
• Ways to apply SBA refinancing rules specifically to hospitality transactions
• Structuring and financing property improvement plans (PIPs) and renovations
• Valuation trends, price per key considerations, and appraisal insights
• The role of a hotel owner’s digital footprint and reputation in underwriting decisions
• Servicing and monitoring practices that protect the guaranty and reduce portfolio risk

2026 Hospitality Considerations and Stats for the CCO and Loan Committee:

• Hotel Silo Definitions
• Regional Construction Stats
• Regional Room Supply and Consumer Demand
• Price Per Key Hotel Valuation Trends
• Hotel Valuation Cap Rates
• Third Party Booking Agents
• Who’s supplying capital to this sector now?
• How are acquisition projects being structured — equity required and interest rates?

Coleman Report Webinar Benefits:

• Coleman Report webinars provide solutions to problems that left unaddressed will jeopardize the SBA loan guarantee.
• We give management the tools to create prudent credit boxes compliant with SBA’s standard operating procedures.
• We train your staff to ensure compliance of existing and new SBA rules and regulations.
• Tips that solve difficult SBA underwriting, servicing and liquidation challenges.

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Your Training Staff

Lance Sexton
As a former small business owner, Lance Sexton has a successful history of working with small business owners and students related to entrepreneurship and SBA loan origination, servicing, and liquidation.
He has earned three industry training instruction awards for “Best Online Learning Product”.
Lance is a former SBA Deputy Director of Little Rock Servicing Center, and has over 40 years of experience, including 20 years directly managing portfolios of SBA loans. Lance is an adjunct faculty member of University of the Ozarks. He is an Executive Vice President, Managing Director of Servicing and Liquidation at Phoenix Lender Services and has been affiliated with Coleman Publishing for over 11 years.

Bob Coleman
Bob Coleman is the founder of Coleman Publishing, a publisher of newsletters, reports, data, conferences, webinars, online training videos — to help finance professionals become small business lending experts. Bob is the nationally recognized expert on small business financing. He has appeared frequently on Fox Business News, NPR and other numerous media outlets. He is sourced by all print media. He is a frequent speaker about small business lending throughout the US and EU. Bob has a BA in Medieval History from the University of California Santa Barbara and a MBA in Real Estate Finance from the University of Southern California. Bob has earned numerous awards as a producer of events and video training. His passion is getting capital to Main Street and Rural American small business.

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How the Webinar Works

We use Microsoft Teams as the webinar platform. All Coleman webinars are recorded and a link is sent to all attendees.

Single Site License
The single site license grants your institution one viewing of the webinar. It is permissible to use a single site license on one device in a conference room to be viewed by multiple attendees The webinar can be viewed on any device.

Multiple Site License
A multiple site license is an unlimited access pass for anyone at your institution. You will be given a link that will be usable to anyone with your email domain.

Webinar Links and Handouts
The webinar link will be included when we distribute the presentation and handouts shortly before the webinar.

Participants Earn Certificates of Participation
All Coleman Webinar attendees will receive a certificate of participation. This documents your continuing education history for SBA and your regulators.

Questions
Questions throughout the webinar are strongly encouraged. There are two ways to ask a question. The first is to ask the question via the chat in Microsoft Teams. The second is to send an email to anna@colemanreport.com. Also, feel free to ask pre and post-webinar questions.

The Fine Print
1) Substitutions are allowed at no charge.
2) Cancellations receive a 100% credit for any Coleman product.
3) As with all our products, we offer a 100% money back satisfaction guarantee — no questions asked.

3 Easy Ways to Order

1) ONLINE — Register and pay online via QuickBooks
2) EMAIL –Send an email to cindy@colemanreport.com with “Webinar Registration” in the Subject Line. We will do all the paperwork and either send you a sales receipt or an invoice.
3) PHONE — Call us at 818-790-4591.

Bob Coleman
Publisher, Coleman Report
bob@colemanreport.com