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Title:

Loan Agreement

Entities:

American Financial Realty Trust; Citibank, NA; Lehman Brothers Inc.; McGraw-Hill Companies Inc.; Wachovia Bank, NA; Federal National Mortgage Association; International Swaps & Derivatives Association, Inc.; Lehman Brothers Holdings Inc.; Morgan, Lewis & Bockius

Date:

2004

Size:

Preview shows 53KB of 488KB total

Price:

$99

ID:

#334468

 

 

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LOAN AGREEMENT

 

Dated as of September 22, 2004

 

Between

 

FIRST STATES INVESTORS 3300, LLC,

as Borrower

 

and

 

LEHMAN BROTHERS HOLDINGS INC.

as Lender

 

 



TABLE OF CONTENTS

 

         Page

I. DEFINITIONS; PRINCIPLES OF CONSTRUCTION

   1

Section 1.1.

  Definitions.    1

Section 1.2.

  Principles of Construction.    32

II. GENERAL TERMS

   32

Section 2.1.

  Loan Commitment; Disbursement to Borrower.    32

Section 2.2.

  Interest; Loan Payments; Late Payment Charge.    33

Section 2.3.

  Prepayments.    38

Section 2.4.

  Defeasance.    39

Section 2.5.

  Release.    48

Section 2.6.

  Property Substitution.    53

Section 2.7.

  Deposits into Lockbox Account.    61

III. INTENTIONALLY DELETED

   61

IV. REPRESENTATIONS AND WARRANTIES

   61

Section 4.1.

  Borrower Representations.    61

Section 4.2.

  Survival of Representations.    72

V. BORROWER COVENANTS

   72

Section 5.1.

  Affirmative Covenants.:    72

Section 5.2.

  Negative Covenants.    84

VI. INSURANCE; CASUALTY; CONDEMNATION

   91

Section 6.1.

  Insurance.    91

Section 6.2.

  Casualty.    96

Section 6.3.

  Condemnation.    96

Section 6.4.

  Restoration.    97

VII. RESERVE FUNDS

   102

Section 7.1.

  Ground Rent Reserve.    102

Section 7.2.

  Tax and Insurance Reserve.    103

Section 7.3.

  Replacement Reserve.    104

Section 7.4.

  Immediate Repair Reserve.    109

Section 7.5.

  Rollover Reserve.    110

 

-i-


TABLE OF CONTENTS

(continued)

 

         Page

Section 7.6.

  Low DSCR Reserve    111

Section 7.7.

  Branch Agreement Reserve.    112

Section 7.8.

  Special Release Reserve    113

Section 7.9.

  Reserve Funds, Generally.    114

Section 7.10.

  Letters of Credit, Generally.    115

VIII. DEFAULTS

   116

Section 8.1.

  Event of Default.    116

Section 8.2.

  Remedies.    119

Section 8.3.

  Remedies Cumulative; Waivers.    120

IX. SPECIAL PROVISIONS

   120

Section 9.1.

  Sale of Security Instruments and Securitization.    120

Section 9.2.

  Securitization Indemnification.    125

Section 9.3.

  Rating Surveillance.    127

Section 9.4.

  Exculpation.    127

Section 9.5.

  Servicer.    129

Section 9.6.

  Termination of Manager(s).    130

Section 9.7.

  Creation of Security Interest.    130

Section 9.8.

  Assignments and Participations.    130

Section 9.9.

  Intentionally Deleted.    131

Section 9.10.

  Uncross of Properties.    131

X. MISCELLANEOUS

   132

Section 10.1.

  Survival.    132

Section 10.2.

  Lenders Discretion    132

Section 10.3.

  Governing Law.    132

Section 10.4.

  Modification, Waiver in Writing.    133

Section 10.5.

  Delay Not a Waiver.    133

Section 10.6.

  Notices.    133

Section 10.7.

  Trial by Jury.    134

Section 10.8.

  Headings.    135

Section 10.9.

  Severability.    135

 

-ii-


TABLE OF CONTENTS

(Continued)

 

         Page

Section 10.10.

  Preferences    135

Section 10.11.

  Waiver of Notice.    135

Section 10.12.

  Remedies of Borrower.    135

Section 10.13.

  Expenses; Indemnity.    135

Section 10.14.

  Schedules Incorporated    136

Section 10.15.

  Offsets, Counterclaims and Defenses.    137

Section 10.16.

  No Joint Venture or Partnership; No Third Party Beneficiaries.    137

Section 10.17.

  Publicity.    137

Section 10.18.

  Waiver of Marshalling of Assets    137

Section 10.19.

  Waiver of Counterclaim    137

Section 10.20.

  Conflict; Construction of Documents; Reliance.    138

Section 10.21.

  Brokers and Financial Advisors.    138

Section 10.22.

  Prior Agreements.    138

 

SCHEDULES

 

Schedule 1

  -   Property Names and Locations; Allocated Loan Amounts

Schedule 2

  -   Payment Schedule

Schedule 3

  -   Ground Leases

Schedule 4

  -   Special Release Properties

Schedule 5

  -   Borrower Organizational Structure Chart

Schedule 6

  -   Litigation

Schedule 7

  -   Property Rent Rolls

Schedule 8

  -   Material Agreements

Schedule 9

  -   Immediate Repairs

Schedule 10

  -   Form of Special Release Guaranty

Schedule 11

  -   Special Flood Hazard Properties

Schedule 12

  -   Wachovia Managed Properties

Schedule 13

  -   Exceptions to Compliance Representations and Warranties

Schedule 14

  -   Exceptions to Ground Lease Representations and Warranties

Schedule 15

  -   Intentionally Deleted

Schedule 16

  -   Bristol SITB Parcel

Schedule 17

  -   Branch Agreement / Portfolio RSF Analysis

 

-iii-


LOAN AGREEMENT

 

THIS LOAN AGREEMENT, dated as of September 22, 2004 (as amended, restated, replaced, supplemented or otherwise modified from time to time, this Agreement), between LEHMAN BROTHERS HOLDINGS INC., a Delaware corporation, having an address at 399 Park Avenue, New York, New York 10022 (Lender) and FIRST STATES INVESTORS 3300, LLC, a Delaware limited liability company, having its principal place of business at c/o American Financial Realty Trust, 680 Old York Road, Suite 200, Jenkintown, Pennsylvania 19046 (Borrower).

 

W I T N E S S E T H:

 

WHEREAS, Borrower desires to obtain the Loan (as hereinafter defined) from Lender; and

 

WHEREAS, Lender is willing to make the Loan to Borrower, subject to and in accordance with the terms of this Agreement and the other Loan Documents (as hereinafter defined).

 

NOW, THEREFORE, in consideration of the making of the Loan by Lender and the covenants, agreements, representations and warranties set forth in this Agreement, the parties hereto hereby covenant, agree, represent and warrant as follows:

 

I. DEFINITIONS; PRINCIPLES OF CONSTRUCTION

 

Section 1.1. Definitions. For all purposes of this Agreement, except as otherwise expressly required or unless the context clearly indicates a contrary intent:

 

Acceptable Alteration Security shall have the meaning set forth in Section 5.1.21 hereof.


 

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