Owner-Occupied Acquisition · SBA 504

5624 Watauga Rd
Watauga, TX 76148

Acquire a newly built (2023) 8,030 SF freestanding retail building. Golden Glaze owner-occupies ~75%; the in-place Mr. Froze leaseback covers the remaining ~25% — financed with an SBA 504 loan at roughly 10% down.

8,030Building SF
2023Year Built
~75%GG Occupancy
10%Down (504)
0.91 ACLot · Corner

01The Opportunity

A corner-lot, modern metal-construction retail building with drive-through capability and ample parking. The seller offers an immediate-income leaseback on ~2,000 SF, leaving 6,030 SF for Golden Glaze to occupy — which is exactly what unlocks SBA owner-occupied financing.

Property facts

Address5624 Watauga Rd, 76148
Building size8,030 SF
Year built2023 (new)
Lot size0.91 AC · corner
ConstructionMetal · 1 story
Drive-throughYes
Property typeRetail (Class C)

Occupancy split

Mr. Froze (leaseback tenant)~2,000 SF · 25%
Golden Glaze (owner-user)~6,030 SF · 75%
SBA owner-occupancy required51% min
StatusClears easily

Because GG occupies well above 51%, the building qualifies for SBA 504 / 7(a). You keep Mr. Froze as a paying tenant in the other 25% (SBA allows leasing up to 49% of an existing building) and that rent helps your coverage.

The leaseback is the hook — read it right. This is marketed as an investment priced on a cap rate, but the leaseback is only ~25% of the building. The other 75% you occupy yourself, so for that portion you're an owner-user buying real estate, not an investor buying income. Don't let the broker price the whole building on the investment premium.

02Why SBA 504

For a real-estate-heavy, owner-occupied purchase, the SBA 504 is the cheapest capital available — lowest down payment and a long-term fixed rate you can't get on a conventional or 7(a) loan.

50% — Bank (1st lien)

Conventional first mortgage from your bank. ~25-yr amortization, market rate. Often the lead lender originates this piece.

40% — CDC / SBA

SBA-backed debenture through a Certified Development Company. 25-yr fixed rate — you lock today's rate for the life of the loan. This is the magic of 504.

10% — You (down)

Borrower injection. Lowest of any commercial structure (conventional wants 25–30%). Can sometimes be partly a seller note on standby.

504 vs 7(a)

  • Use 504 when the deal is mostly real estate (this one). Lower down, fixed rate, lower blended cost.
  • Use 7(a) only if you're also buying the Mr. Froze operating business or need working capital rolled in — variable rate, up to $5M, one loan.
  • This is a real-estate acquisition → 504 is the move.

The "new construction" nuance

Built 2023, but you're buying an already-built building, not constructing it with loan funds — so SBA treats it as existing and the 51% rule applies (which you clear). The stricter 60%-now / 80%-in-10-yr rule only hits ground-up construction. Expect the lender to confirm this classification; it's routine.

03Comps & Pricing

Asking price is $2,200,000 (Crexi) — about $274/SF on 8,030 SF. That's below the ~$300+/SF it costs to build new, so a 3-yr-old building is being offered under replacement cost. Strong starting point; the model below shows how the deal pencils at the ask and where to push.

Price-per-SF signals

Watauga retail avg (blended, older stock)~$242/SF
DFW retail avg (Q1 '26)~$276/SF
TX new-build cost to construct$305–445/SF
This deal — $2.2M ask$274/SF

At $274/SF the ask is already under replacement cost and under the DFW retail average — it's priced like older stock despite being a 2023 build. Room to negotiate toward ~$250/SF ($2.0M), but this is a buy even at ask.

Cap-rate signals (leaseback portion)

Suburban DFW retail6.6–7.4%
DFW retail average~6.7%
Multi-tenant retail (national)~7.0%
Franchisee QSR NNN~6.8%

Watauga is a softer submarket — anchor 7.0–7.5%, not the low-6s a broker will pitch. But remember the cap rate only governs ~25% of this building.

Sources: Crexi (Watauga retail), M&D CRE / Partners DFW Retail Q1 2026, Maxx Builders TX construction cost guide, Northmarq net-lease, ApartmentLoanStore cap-rate tracker (Jun 2026).

04Interactive Underwriting Model

Drag the inputs to pressure-test the deal. DSCR is computed on the building's cash flow = Golden Glaze store cash flow (before occupancy) + Mr. Froze rent, divided by total annual debt service. Lenders want ≥ 1.25×.

CDC/SBA tranche: 40%

DSCR (store + rent)
1.00×
Target ≥ 1.25×
Cash to close
$290,000
10% down + ~est. fees
Price / SF
$361
vs ~$325 target
Bank loan (1st lien)
CDC / SBA debenture
Borrower down payment
Bank payment / mo
CDC payment / mo
Total debt service / mo
Total debt service / yr
GG store revenue / yr
Store cash flow before occupancy
+ Mr. Froze rent / yr
Cash available for debt service
Annual debt service
Surplus / (shortfall) after debt

Sensitivity — DSCR by price & store margin

Green ≥ 1.25× · Amber 1.00–1.25× · Red < 1.00× (at current rate & sales inputs)

Margin ↓ / Price →$2.0M$2.2M$2.4M$2.6M
Read this before you obsess over the single-store DSCR. SBA underwrites your global cash flow — all 7 Golden Glaze shops + FlexStay — not just this one store. Your global coverage clears 1.25× easily, so approval isn't the question. The model above tells you the price discipline question: at what price does this location self-fund on its own. Every $100k off the ask ≈ $8.5k/yr less debt service.
Assumptions & disclaimer. Figures are estimates for internal planning only — not a loan commitment, appraisal, or offer. "Store margin before occupancy" = store-level cash flow after COGS, labor, and opex but before rent/mortgage and before debt service. Default base case: $2.9M price, 10% down, 50/40/10 split, 7.25% bank / 6.50% CDC, 25-yr amortization, $60k/mo sales, 25% margin, $40k/yr Mr. Froze rent. SBA 504 fees (CDC processing, guaranty, etc.) are approximated in "cash to close" at ~1% of price; confirm exact figures with your lender. Verify the real asking price, Mr. Froze lease terms, and GG store projections before acting.

05Action Plan

From "I want this" to keys in hand. SBA 504 typically closes in 45–75 days when the package is clean and you use a Preferred Lender.

Lender package checklist

  • 3 yrs business tax returns (Golden Glaze entity)
  • 3 yrs personal tax returns + personal financial statement
  • YTD P&L + balance sheet, business debt schedule
  • Store-level pro forma for the Watauga location
  • Mr. Froze lease (rate, term, who pays taxes/insurance)
  • Purchase contract / LOI once price is agreed
  • Entity docs, ownership %, business plan summary

What lenders want to see

Owner-occupancy51%+ ✓ 75%
Global DSCR≥ 1.25× likely ✓
Credit (personal FICO)~680+
Down payment10% (504)
Property appraisalsupports price
  1. Get the Mr. Froze lease termsAsk is in at $2.2M / $274/SF. Last number you need is the leaseback rent + remaining term — it sets the income side of the DSCR.
  2. Submit LOI / negotiate priceAnchor with the owner-user argument: 75% isn't an income asset, it's just real estate.
  3. Engage an SBA Preferred Lender (PLP) + a strong CDCLive Oak, Newtek, Byline, Readycap, or a top regional bank. PLP status = delegated authority = weeks faster.
  4. Underwriting & appraisalLender pulls global cash flow, orders appraisal + environmental (Phase I likely).
  5. SBA authorization & closingCDC files the debenture, bank funds the first lien, you wire ~10% + fees.
  6. Build-out & open shop #8Take possession of the 6,030 SF, keep Mr. Froze paying rent in their 2,000 SF.