SBA 504 Loan Calculator

Calculate payments for SBA 504 loans used to purchase commercial real estate or equipment. See the two-loan structure and total costs.

Common SBA 504 Real Estate Examples

See how SBA 504's two-loan structure works for typical commercial real estate purchases. Examples show the 50% bank loan, 40% SBA debenture, and 10% down payment breakdown.

Loan Amount
$500,000 property
Rate
10.5%/8.5%
Term
10y/20y
Total Interest
Total Cost
Monthly Payment
$5,022
Loan Amount
$1,000,000 property
Rate
10.0%/8.5%
Term
10y/20y
Total Interest
Total Cost
Monthly Payment
$10,043
Loan Amount
$2,000,000 property
Rate
9.75%/8.25%
Term
10y/25y
Total Interest
Total Cost
Monthly Payment
$19,220

$500,000 Commercial Property

Bank Loan (50%)

Amount: $250,000
Rate: 10.5%
Term: 10 years
Payment: $3,302/month

SBA Debenture (40%)

Amount: $200,000
Rate: 8.5%
Term: 20 years
Payment: $1,720/month

Your Investment (10%)

Down Payment: $50,000
Total Monthly: $5,022
Bank + SBA payments

$1,000,000 Commercial Property

Bank Loan (50%)

Amount: $500,000
Rate: 10.0%
Term: 10 years
Payment: $6,603/month

SBA Debenture (40%)

Amount: $400,000
Rate: 8.5%
Term: 20 years
Payment: $3,440/month

Your Investment (10%)

Down Payment: $100,000
Total Monthly: $10,043
Bank + SBA payments

$2,000,000 Commercial Property

Bank Loan (50%)

Amount: $1,000,000
Rate: 9.75%
Term: 10 years
Payment: $13,058/month

SBA Debenture (40%)

Amount: $800,000
Rate: 8.25%
Term: 25 years
Payment: $6,162/month

Your Investment (10%)

Down Payment: $200,000
Total Monthly: $19,220
Bank + SBA payments

🏢 SBA 504 Structure Benefits

Lower Down Payment: Only 10% compared to 20-30% for conventional financing

Fixed SBA Rates: The SBA debenture portion has fixed rates for the entire term

Longer Terms: SBA portion can extend up to 25 years for lower payments

No Prepayment Penalty: Pay off the SBA portion early without fees

Project Details

Maximum: $5,500,000

50% of project

40% of project

SBA 504 Loan Benefits

Key Features

  • • Up to 90% financing (10% down)
  • • Fixed-rate SBA debenture portion
  • • Long-term financing up to 25 years
  • • No prepayment penalties on SBA portion

Eligible Uses

  • • Commercial real estate purchase
  • • Construction of owner-occupied buildings
  • • Equipment and machinery
  • • Renovation and improvements

SBA 504 Loan Structure

SBA 504 loans provide long-term, fixed-rate financing for commercial real estate and equipment purchases through a unique two-loan structure:

Loan Structure Breakdown

  • Bank Loan (50%): First mortgage at market rates
  • SBA Debenture (40%): Second mortgage at below-market rates
  • Down Payment (10%): Your equity contribution

Key Features

  • Maximum loan amount: $5.5 million
  • Fixed rates on SBA portion
  • Terms up to 25 years
  • No prepayment penalties on SBA portion

Eligible Property Types

Real Estate

  • • Office buildings
  • • Warehouses and distribution centers
  • • Manufacturing facilities
  • • Retail and restaurant buildings

Equipment

  • • Manufacturing equipment
  • • Construction machinery
  • • Medical equipment
  • • Technology infrastructure

SBA 504 vs Traditional Financing

FeatureSBA 504Traditional
Down Payment10-15%20-30%
Interest RateBlended rate, SBA portion fixedMarket rate, often variable
Loan TermUp to 25 yearsTypically 15-20 years
PrepaymentNo penalty on SBA portionOften penalties apply

Complete Guide to SBA 504 Real Estate Financing

SBA 504 Financing by Property Type

Office Buildings

$1.5M office building purchase with owner occupancy

Bank Loan (50%): $750,000 at 10.0% for 10 years
SBA Debenture (40%): $600,000 at 8.25% for 25 years
Down Payment (10%): $150,000
Total Payment: ~$14,532/month

Manufacturing Facilities

$2.5M facility with equipment and improvements

Bank Loan (50%): $1.25M at 9.75% for 10 years
SBA Debenture (40%): $1M at 8.0% for 25 years
Down Payment (10%): $250,000
Total Payment: ~$24,050/month

Retail/Restaurant

$800,000 retail space with kitchen buildout

Bank Loan (50%): $400,000 at 10.25% for 10 years
SBA Debenture (40%): $320,000 at 8.5% for 20 years
Down Payment (10%): $80,000
Total Payment: ~$8,035/month

Warehouses

$1.2M distribution center with loading docks

Bank Loan (50%): $600,000 at 10.0% for 10 years
SBA Debenture (40%): $480,000 at 8.25% for 25 years
Down Payment (10%): $120,000
Total Payment: ~$11,626/month

Medical/Dental

$900,000 medical office with specialized equipment

Bank Loan (50%): $450,000 at 10.25% for 10 years
SBA Debenture (40%): $360,000 at 8.5% for 20 years
Down Payment (10%): $90,000
Total Payment: ~$9,040/month

Mixed-Use Properties

$1.8M mixed-use with 51%+ owner occupancy

Bank Loan (50%): $900,000 at 9.75% for 10 years
SBA Debenture (40%): $720,000 at 8.0% for 25 years
Down Payment (10%): $180,000
Total Payment: ~$17,438/month

Understanding SBA 504 Rate Structure

How SBA 504 Rates Are Determined

Bank Loan (50% - First Mortgage)

Rate = Prime Rate + Bank Margin

  • Current Prime: ~8.5% (variable)
  • Bank Margin: 1.5% to 3.5%
  • Typical Rate: 10.0% to 12.0%
  • Term: Usually 10 years
SBA Debenture (40% - Second Mortgage)

Fixed Rate Based on Treasury + Spread

  • 10-Year Treasury: ~4.5% (current)
  • SBA Spread: ~3.5% to 4.0%
  • Current Rate: 8.0% to 8.5% (fixed)
  • Term: 10, 20, or 25 years

SBA 504 Owner Occupancy Requirements

51% Rule Explained

Your business must occupy at least 51% of the property for existing buildings, or 60% for new construction.

Existing Buildings: 51% minimum occupancy
New Construction: 60% minimum occupancy
Mixed-Use: Rental income allowed from remaining space
Timeline: Must meet occupancy within 12 months

Occupancy Calculation Examples

10,000 sq ft building:
Your business: 6,000 sq ft (60%) ✓
Rental space: 4,000 sq ft (40%)
Mixed-use property:
Ground floor retail: 3,000 sq ft (your business)
Upper floor offices: 2,000 sq ft (rental)
Occupancy: 60% ✓

SBA 504 Equipment Financing

Equipment TypeTypical AmountTermMonthly Payment*Down Payment
Manufacturing Equipment$1,500,00010 years$14,532$150,000
Medical Equipment$800,00010 years$7,751$80,000
Construction Equipment$1,200,00010 years$11,626$120,000
Technology Infrastructure$600,00010 years$5,813$60,000

*Estimated payments based on 10.0% bank rate and 8.25% SBA debenture rate. Actual rates vary.

SBA 504 Cash Flow & ROI Analysis

Cash Flow Benefits

SBA 504 loans preserve working capital compared to conventional financing

Lower Down Payment: 10% vs 20-30% conventional
Fixed SBA Portion: Predictable payments for 20-25 years
Longer Terms: Lower monthly payments vs shorter loans
Tax Benefits: Interest deductible, depreciation available

ROI Calculation Example

$1M property purchase with SBA 504 financing

Down Payment: $100,000 (10%)
Monthly Payment: $10,043
Rent Savings: $12,000/month
Net Cash Flow: +$1,957/month
Annual ROI: 23.5% on invested capital

Related SBA 504 Resources

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SBA vs Conventional Comparison

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SBA 504 vs 7(a) Comparison

Understand when to choose SBA 504 vs 7(a) for your real estate financing needs.

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SBA 504 Eligibility Checker

Check if your business and property qualify for SBA 504 financing.

Check My Eligibility →

Current SBA 504 Rates

See the latest SBA 504 debenture rates and bank loan rates.

View Current Rates →

SBA 504 Requirements Guide

Complete guide to SBA 504 eligibility, owner occupancy, and documentation.

See Requirements →

Ready to Purchase Commercial Real Estate?

SBA 504 loans offer the best financing terms for owner-occupied commercial real estate. Connect with a qualified SBA 504 lender to start your application process.