True Blue Lending

SBA

Government-backed. Owner-occupied.

SBA 7(a) and SBA 504 financing for owner-occupied commercial real estate, business acquisition, equipment, and working capital. Up to 90% LTV with terms conventional commercial debt cannot match.

The short version

The Small Business Administration backs two major loan programs originated by private lenders: SBA 7(a) (general-purpose, up to $5M, working capital + real estate + acquisition combinations) and SBA 504 (real-estate and heavy-equipment specific, 50/40/10 structure, up to $20M+ total project, 25-year fixed-rate debenture). For small-business owner-occupants of commercial real estate, these are almost always cheaper than conventional commercial debt — 90% LTV, longer amortization, and (on 504) a long-term-fixed-rate component.

Programs covered

SBA 7(a)

Up to $5M for working capital, real estate, equipment, or business acquisition

The flagship SBA program. Up to $5M loan amount, used for any "approved business purpose" — owner-occupied commercial real estate purchase, refinance, leasehold improvements, equipment, working capital, partner buyout, or business acquisition. The most flexible SBA program: a single 7(a) loan can fund a $1M working capital line + $2M real estate purchase + $500K equipment, all underwritten and closed together.

Structure: 75–90% LTV depending on use of proceeds, 10–25 year amortization (real estate gets 25; equipment 10; working capital 10), prime + fixed margin (margin can be fixed or variable). SBA charges a guaranty fee (typically 2.5–3.75% of the guaranteed portion) at closing. Personal guaranty required from any 20%+ owner. Recourse.

Max loan amount$5,000,000
Max LTV90% on owner-occupied real estate
TermUp to 25 years (real estate); up to 10 years (other)
Rate structurePrime + margin (variable or fixed)
Use of proceedsReal estate / equipment / working capital / acquisition / refi
Guaranty fee2.5–3.75% of guaranteed portion (typically financed)
Owner-occupancy≥51% if real estate is involved
RecoursePersonal guaranty from 20%+ owners

Right fit for

  • First-time business owner buying owner-occupied commercial real estate
  • Established business buying out a retiring partner
  • Combination working capital + real estate + equipment in a single loan
  • Business acquisition (the buyer is acquiring the operating company + the real estate)
  • Franchise startup or expansion

SBA 504

Owner-occupied real estate + heavy equipment — 25-year fixed-rate debenture

SBA's dedicated owner-occupied commercial real estate and heavy-equipment program. Three-piece structure: 50% senior bank loan / 40% SBA debenture (originated through a Certified Development Company, or CDC) / 10% borrower equity. The SBA debenture portion is fixed-rate for 25 years at rates tied to a long-term Treasury — among the lowest fixed-rate commercial debt available.

Key advantage over 7(a) for real estate: the 504 debenture is 25-year fixed, while 7(a) real estate is variable-rate (prime + margin). For an owner-occupant planning to hold the property long-term, 504 locks in a portion of the debt against future rate increases. The trade-off: 504 is real estate (or heavy equipment) only — no working capital component. Many borrowers use SBA 7(a) for working capital alongside SBA 504 for real estate in a single combined deal.

Max debenture amount$5M standard; $5.5M for manufacturing or energy/public-policy-goal projects
Max total project$20M+ (with SBA 504 + bank stack)
Structure50% bank / 40% SBA debenture / 10% equity
Bank portion term7, 10, or 25-year fixed (lender choice)
SBA debenture term25-year fixed
Eligible usesOwner-occupied CRE, heavy equipment, ground-up construction
Owner-occupancy≥51% (60% on new construction)
Job creationGenerally one job per $90K of debenture

Right fit for

  • Owner-user manufacturer buying a production facility
  • Owner-operator hotelier buying a select-service property
  • Service business buying its own office condo or warehouse
  • Medical practice buying its own MOB
  • Manufacturer buying heavy equipment (CNC, presses, robots) at fixed-rate term

Frequently asked

What people ask before they apply.

Plain-English answers to the questions we hear most often on SBA scenarios. Have one we missed? Call (707) 583-3666.

Should I take SBA 7(a) or SBA 504?

For pure real-estate-only owner-occupied purchases or refinances: SBA 504 wins because of the 25-year fixed-rate debenture portion. For mixed-use deals (real estate + working capital + equipment combined): SBA 7(a) wins because it can fund all three uses in a single loan — 504 is real-estate-and-equipment-only. For pure working capital, partner buyout, or business acquisition without real estate: 7(a) is the only option. We routinely structure deals as SBA 7(a) for working capital alongside SBA 504 for the real estate piece — the two programs combine cleanly.

What does "owner-occupied" mean for SBA?

The borrower's operating business must occupy at least 51% of the rentable square footage of the building (60% on new construction). The remaining 49% can be leased to third parties. The owner-occupancy test is what makes SBA different from conventional commercial — it's a small-business support program, not an investment-property program. If you're buying a building purely as an investment with no operating business of your own occupying it, SBA is not your product.

How much down payment does SBA 504 require?

10% borrower equity is the standard SBA 504 contribution. New businesses (under 2 years operating) and special-purpose properties (hotels, gas stations, restaurants, single-tenant industrial) require 15% borrower contribution. New businesses purchasing special-purpose properties: 20% contribution. The remaining capital comes from the senior bank loan (50%) and the SBA debenture (40%).

How long does an SBA loan take to close?

SBA 7(a): 45–75 days. SBA 504: 60–90 days (longer because the CDC processes the debenture portion alongside the senior bank loan, requiring two parallel underwriting cycles). Owner-user purchases that need SBA 504 + 7(a) combination loans run on the longer end. Plan accordingly. We line up the CDC and the senior bank lender at term-sheet so they're moving in parallel rather than serially.

What is the SBA guaranty fee and how is it paid?

SBA charges a one-time guaranty fee at closing — the cost of the federal guaranty against borrower default. On 7(a), the fee is 2.5%–3.75% of the SBA-guaranteed portion of the loan (which is 75% of the loan amount on most files), depending on loan size. On 504, fees are smaller and built into the debenture pricing. The fee is typically financed into the loan balance — so the borrower doesn't bring it to closing.

Are SBA loans only for new businesses?

No — SBA loans serve businesses at every stage. Established businesses use SBA for major expansions (buying real estate, expensive equipment, partner buyouts, business acquisitions). New businesses use SBA for startup capital and early real estate. The eligibility test is "small business" (per SBA size standards, which vary by industry) and "for-profit operating company" (real-estate-investment-only is excluded for 7(a); 504 requires owner-occupancy). Existing businesses with strong operating history often get the cleanest SBA pricing.

Can I use SBA to buy a business?

Yes. SBA 7(a) is the most-used loan product for small-business acquisitions. Loan can fund 75–85% of the purchase price (depending on whether real estate is included), with seller financing or buyer equity covering the gap. The acquired business's historic cash flow plus 1.25× DSCR on the new debt is the basic underwriting test. Many partner buyouts and family-business successions run through SBA 7(a) acquisition loans.

Is the personal guaranty really enforced?

Yes. SBA requires personal guaranty from any 20%+ owner of the operating business or borrower entity. In default, SBA and the originating lender pursue the personal guarantor for the deficiency after collateral liquidation. The federal-government guaranty does not protect the borrower — it protects the lender. SBA is collection-aggressive on defaulted loans, including federal-tax refund offsets and professional license issues. Treat it as a real obligation, not a backstop.

Authoritative sources

Where the rules come from.

Independent references for everything claimed on this page. We cite primary sources so you can verify before you decide.

SBA — 7(a) Loan Program

Authoritative source for SBA 7(a) eligibility, terms, and guaranty fees.

SBA — 504 Loan Program

Authoritative source for SBA 504 owner-occupied real estate and equipment financing.

SBA — Small Business Size Standards

Industry-by-industry definitions of "small business" eligibility.

NADCO — National Association of Development Companies

Trade association of CDCs (Certified Development Companies) that originate SBA 504 debentures.

NMLS Consumer Access

Verify True Blue Lending's license (NMLS #2380218).

Ready when you are

Map the SBA stack.

Twenty-minute call. Send the operating P&L (last 2-3 years), the property purchase contract (or current valuation if refinance), and your 5-year forward projection. We'll structure SBA 7(a), 504, or a 7(a)+504 combination — whichever produces the lowest blended rate and the cleanest closing.

Prefer to talk first? Call (707) 583-3666