1998Practice founded3,969Feasibility studies1,283SBA studies823USDA studies$41.2BProject value evaluatedSince 1982Institutional underwritingMAI · ASA-GC · BCA · CMEAIn-house valuation designations
Wert-Berater, Inc.
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Financing · Marinas

Marina Financing

A marina is a going concern built on land the borrower may not entirely own. Submerged land leases, riparian rights, permit conditions and dredging obligations all sit between the project and the collateral, and every one of them is a question a lender has to resolve before it looks at the projections. That makes marina underwriting slower than its dock count suggests.

How these projects are financed

Common financing routes
RouteWhere it fitsWhat it turns on
SBA 7(a)Acquisition, working capital, equipment and some construction; the most flexible federal route for an operating business.Size standards, owner-occupancy and repayment ability from the business itself.
SBA 504Owner-occupied real estate and long-lived equipment, in a bank plus CDC debenture structure.Eligible fixed assets and the borrower contribution rules, which rise for a new business or a special-purpose property.
USDA OneRD / B&IProjects in eligible rural areas, where the guarantee helps a lender hold a longer term.Rural eligibility, tangible balance-sheet equity of 10 to 25 percent under 7 CFR 5001.105(d), and a feasibility study above $1,000,000 for a new business.
Conventional bank or credit unionExperienced sponsors with strong balance sheets, and projects too large for the federal ceilings.Coverage, leverage, sponsor liquidity and the appraised value of the collateral.
Construction and dry stackNew slips, dry stack buildings, fuel systems and haul-out capacity.Permits, in-water work windows, and the revenue the new capacity actually adds rather than replaces.
AcquisitionExisting marinas, frequently with under-managed ancillary revenue.Slip occupancy and rate history, lease tenure over submerged land, environmental condition, and the state of the fixed docks.

What a lender evaluates

  • Slip inventory and mix — length distribution against the local fleet, because a marina full of thirty-foot slips cannot serve a market that has moved to larger boats.
  • Occupancy, rate and waitlist — verified, seasonal, and tested against competing facilities within a realistic distance.
  • Ancillary revenue — fuel, service, storage, brokerage and restaurant, each with a different margin and a different risk profile.
  • Tenure and permits — submerged land leases, riparian rights, Corps and state permits, and the remaining term of each relative to the loan.
  • Physical condition — dock structure, pilings, dredge depth and shoaling history, seawalls, and the capital those imply.
  • Environmental exposure — fuel systems, boatyard operations and historic contamination.

The lease term is the real maturity

Where slips sit over leased submerged land, the useful life of the collateral is the remaining lease term, not the physical life of the docks. A twenty-five-year amortisation over a lease with twelve years left is a structural problem that no amount of coverage fixes, and it is one of the first things a careful credit committee asks about. Renewal history, statutory renewal rights and the lessor’s practice all belong in the analysis.

Dry stack changes the economics rather than extending them. It adds density without adding water surface, and it moves the revenue mix toward service and handling — which is why a dry stack projection has to be built from the handling operation up, not from a slip-rate equivalent.

What the credit file has to contain

  • Feasibility study — an independent test of whether the market supports the project at the volumes and prices the projections assume. USDA requires one from an independent qualified consultant for guaranteed loans above $1,000,000 to a new business (7 CFR 5001.306), and SBA lenders order one where the SOP calls for it.
  • Appraisal — a separate discipline from feasibility, and for an operating business it is usually a going-concern assignment that separates real property, equipment and business value.
  • Projections tied to the study — the same volumes, prices and expense ratios the analysis supports, not a second set of numbers built backwards from the debt service.

Our marina work is described at marina and boat storage feasibility studies, with valuation under special-purpose going-concern appraisal.

Scope of practice. Wert-Berater, Inc. does not arrange, broker or place debt or equity capital, and is not compensated on whether a loan closes. The firm prepares the independent feasibility study, market analysis and appraisal work a lender relies on, for a fixed fee agreed before the engagement begins.

Last reviewed September 2026. Programme figures are quoted from the sources below; everything else is professional commentary.

Frequently asked questions

Are marinas eligible for SBA financing?
Yes, where the borrower operates the marina as a business and meets the programme rules. Leasehold interests over submerged land require particular attention to the remaining lease term relative to the loan.
What makes marina underwriting different?
The collateral is part real property, part leasehold, part equipment and part going concern, and permits and dredging obligations can constrain operations in ways a conventional real-estate analysis would not surface.
Do you value the business as well as the property?
Marina valuation is normally a going-concern assignment that separates real property, equipment and business value — a different exercise from a feasibility study.
Can a dry stack expansion be financed on the existing marina's numbers?
Not reliably. Dry stack revenue is a handling business with its own cost structure; it should be modelled on its own assumptions rather than scaled from slip rates.
Marina project or acquisition?

Independent marina feasibility, market and going-concern analysis. Fixed fee quoted in one business day.

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Legal disclosure. Wert-Berater, Inc. offices are mailing addresses only. Following the COVID-19 pandemic the firm has elected to work remotely; its office locations receive mail and are not staffed for visitors or in-person meetings. Headquarters mailing address: 1968 South Coast Hwy, Ste 2382, Laguna Beach, CA 92651.

Wert-Berater, Inc. is an independent provider of feasibility studies and other related services. The firm does not provide financing or equity investment advice, and does not arrange, broker, or place debt or equity capital of any kind.

All appraisal assignments are performed by Bruce E. Jones, MAI, ASA-GC, BCA, CMEA, a member of the Appraisal Institute since 2006, a staff member of Wert-Berater, Inc. and owner of Special Purpose Realty Valuation.

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