Commercial Real Estate Financing in Montana

Commercial Loan Direct (CLD) provides commercial real estate loans in the state of Montana. Current commercial loan rates in Montana range from 5% to 12.95%, depending on the loan program. CLD is a national commercial mortgage banker offering aggressively priced programs and superb service. CLD originates loans for its parent company CLD Financial which provides a wide variety of lending vehicles. Our company is currently targeting owner occupied and investment properties over $1 Million in the state of MT.

Montana Commercial Loan Rates

Loan Types Rates LTV Loan Amount Occupancy
Conventional 5% - 8.95% 80% $1,000,000+ Investment + Owner Occupied
Conduit / CMBS 5.9% - 7.86% 75% $2,000,000+ Investment
Insurance 5.3% - 8.68% 75% $5,000,000+ Investment + Owner Occupied
FHA / HUD 4.94% - 6.29% 83.3% $5,000,000+ Investment
USDA 5.45% - 9.8% 85% $1,000,000+ Investment + Owner Occupied
Bridge 5.95% - 12.95% 80% $1,500,000+ Investment
Construction 5.7% - 8.95% 83.3% $1,000,000+ Investment
SBA 5.45% - 8.95% 85% - 90% $1,000,000+ Owner Occupied

Note: The commercial mortgage rates displayed in this website should be used as a guideline and do not represent a commitment to lend. Commercial Loan Direct and CLD Financial, LLC are not liable for any commercial mortgage interest rate or data entry errors that might affect the displayed commercial loan rates. Commercial loan rates may change at any time and without notice.

Types of Commercial Loans in Montana

Investment Property Mortgages

The types of mortgages available for these types of properties are Conventional, CMBS / Conduit, Insurance, and Agency (FHA / HUD and USDA) products. Bridge and/or Construction mortgages are also available on a case-by-case basis in order to reposition, stabilize or construct buildings. Commercial real estate investment properties can include office, retail, industrial/warehouse, self-storage, healthcare (medical office, skilled nursing facility, memory care, hospitals), hospitality, (hotel, motel, resort), and mixed use.

Owner Occupied Commercial Mortgages

Owner-Occupied commercial real estate properties in which the owner occupies at least 50% of the premises and can include office, retail, industrial/warehouse, self-storage, healthcare (medical office, skilled nursing facility, memory care, hospital), hospitality (hotel, motel, resort), mixed use, or any other type of commercial property. The types of mortgages available for owner-occupied buildings include Conventional, Insurance, and Agency programs including FHA / HUD, SBA, and USDA. Construction mortgages are also available on a case-by-case basis in order to develop or reposition a property for the owner's use.

Commercial loan landscape in Montana (high-level snapshot)

Montana’s commercial lending market is small, conservative, and relationship-driven. Capital is available primarily through community and regional banks, but underwriting emphasizes cash-flow stability, borrower experience, and market liquidity. Lenders favor straightforward, well-supported deals tied to essential local demand rather than speculative growth strategies.

What lenders are most comfortable financing

Owner-occupied properties are among the most lender-friendly transactions in Montana, particularly when backed by established local businesses with consistent operating history.

Essential-use properties such as medical offices, grocery-anchored retail, and professional services tend to underwrite well due to stable demand.

Industrial, warehouse, and light manufacturing assets tied to regional supply chains and agriculture can finance when tenancy and operations are stable.

Stabilized multifamily can obtain financing, especially workforce and mid-market housing in population centers.

Where underwriting gets tougher

Office properties are underwritten cautiously, particularly older buildings or assets in smaller towns with limited tenant depth.

Value-add and transitional deals face tighter leverage and higher equity requirements, especially when reliant on aggressive lease-up or rent growth assumptions.

Hospitality and resort-oriented assets are financeable but heavily scrutinized due to seasonality, tourism dependence, and operating volatility.

Market-by-market dynamics (how lenders tend to think)

Bozeman: One of the more lender-active markets due to population growth and business expansion, though pricing and leverage remain conservative.

Billings: Viewed as stable and business-oriented, with lender interest in industrial, owner-occupied, and essential-use properties.

Missoula: Supported by education and healthcare, with selective but consistent lending activity.

Rural markets: Financing is highly relationship-driven, with low leverage and strong guarantor requirements.

Who is lending in Montana (and what that means for terms)

Community and regional banks dominate commercial lending. Local relationships, deposits, and borrower reputation play a major role in approvals.

Credit unions can be competitive for owner-occupied and smaller-balance loans.

National and institutional lenders participate selectively, typically for larger, stabilized assets in primary markets.

Key underwriting themes unique to Montana

Market liquidity is a core underwriting consideration due to smaller buyer pools.

Seasonality is closely reviewed, especially for hospitality and tourism-related properties.

Expense realism, including heating, maintenance, and insurance, is stressed in lender models.

What “good” looks like to a Montana lender right now

A strong Montana loan request typically includes conservative leverage, stable historical NOI, experienced sponsorship, and a straightforward business plan.

Deals built on aggressive assumptions or short-term exit strategies tend to struggle.

Bottom line

Montana is a capital-available but conservative lending market. Owner-occupied, stabilized multifamily, and essential-use properties offer the clearest paths to financing, while office, hospitality, and highly transitional projects face tighter underwriting.

Locations Served in Montana

We are proud to be serving the state of Montana. Here are our commercial loan statistics for this state.

Montana Cities and Towns Served

27

Lending Cities

Commercial loan direct provides services in the following Montana cities. Please note we may be able to provide services in other cities as well by request. Rates are dependent on the market in your locale, feel free to use the provided Montana economic reports to get a better understanding of your market.

  • Absarokee
  • Anaconda
  • Baker
  • Beaverhead County
  • Belgrade
  • Big Horn County
  • Big Sky
  • Big Timber
  • Bigfork
  • Billings
  • Blaine County
  • Bonner-West Riverside
  • Boulder
  • Bozeman
  • Broadus
  • Broadwater County
  • Browning
  • Butte
  • Butte-Silver Bow (Balance)
  • Carbon County
  • Carter County
  • Cascade County
  • Chester
  • Chinook
  • Choteau
  • Chouteau County
  • Circle
  • Clancy
  • Clinton
  • Colstrip
  • Columbia Falls
  • Columbus
  • Conrad
  • Crow Agency
  • Custer County
  • Cut Bank
  • Daniels County
  • Dawson County
  • Deer Lodge
  • Deer Lodge County
  • Dillon
  • East Helena
  • East Missoula
  • Ekalaka
  • Eureka
  • Evergreen
  • Fallon County
  • Fergus County
  • Flathead County
  • Forsyth
  • Fort Belknap Agency
  • Fort Benton
  • Four Corners
  • Frenchtown
  • Gallatin County
  • Garfield County
  • Glacier County
  • Glasgow
  • Glendive
  • Golden Valley County
  • Granite County
  • Great Falls
  • Hamilton
  • Hardin
  • Harlowton
  • Havre
  • Helena
  • Helena Valley Northeast
  • Helena Valley Northwest
  • Helena Valley Southeast
  • Helena Valley West Central
  • Helena West Side
  • Hill County
  • Hysham
  • Jefferson County
  • Jordan
  • Judith Basin County
  • Kalispell
  • Lake County
  • Lakeside
  • Lame Deer
  • Laurel
  • Lewis and Clark County
  • Lewistown
  • Libby
  • Liberty County
  • Lincoln
  • Lincoln County
  • Livingston
  • Lockwood
  • Lolo
  • Madison County
  • Malmstrom Air Force Base
  • Malta
  • Manhattan
  • McCone County
  • Meagher County
  • Miles City
  • Mineral County
  • Missoula
  • Missoula County
  • Montana City
  • Musselshell County
  • North Browning
  • Orchard Homes
  • Pablo
  • Park County
  • Petroleum County
  • Philipsburg
  • Phillips County
  • Plains
  • Plentywood
  • Polson
  • Pondera County
  • Powder River County
  • Powell County
  • Prairie County
  • Ravalli County
  • Red Lodge
  • Richland County
  • Ronan
  • Roosevelt County
  • Rosebud County
  • Roundup
  • Ryegate
  • Sanders County
  • Scobey
  • Seeley Lake
  • Shelby
  • Sheridan County
  • Sidney
  • Silver Bow County
  • Somers
  • South Browning
  • Stanford
  • Stevensville
  • Stillwater County
  • Sun Prairie
  • Superior
  • Sweet Grass County
  • Terry
  • Teton County
  • Thompson Falls
  • Three Forks
  • Toole County
  • Townsend
  • Treasure County
  • Valley County
  • Virginia City
  • Warm Springs
  • West Glendive
  • West Yellowstone
  • Wheatland County
  • White Sulphur Springs
  • Whitefish
  • Whitehall
  • Wibaux
  • Wibaux County
  • Winnett
  • Wolf Point
  • Yellowstone County

Commercial Loan FAQs in Montana

Commercial interest rates in Montana vary based on loan type, property type, loan-to-value, debt service coverage ratio, borrower strength, and market conditions. They range from approximately 5% to 12.95%.

Borrowers in Montana can access Conventional, CMBS/Conduit, Insurance, FHA/HUD, USDA, Bridge, Construction, and SBA financing based on property type, leverage, and occupancy.

Commercial loan rates in Montana depend on loan type, property cash flow, debt service coverage ratio, loan-to-value, borrower strength, and market conditions.

Yes. Owner-occupied financing is available in Montana, including Conventional, Insurance, SBA, USDA, and selected agency programs when eligibility requirements are met.

Yes. Refinance options in Montana include rate-and-term and cash-out structures, subject to underwriting, property performance, and lender program guidelines.

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