Skip to main content
Error loading image
HomeAgriculturalWineries & Vineyards
Oregon OLCC & California ABC Licensed — Not a Barrier
Winery & Vineyard Loans

From Vine to Bottle — Financing That Understands Both.

Oregon and California wine country demands a lender who can look at both the real estate and the enterprise — and underwrite the full value of what you've built.

$750K – $20M+

Loan Range

Vineyard + Winery

Property Types

DTC, Wholesale, Hospitality

Income Sources

Enterprise + Real Estate

Underwriting

Overview

Winery Financing That Sees the Full Picture

Oregon's Willamette Valley and California's wine regions are home to some of the most complex — and most valuable — agricultural properties in the country. A winery is simultaneously a farm (the vineyard), a manufacturing facility (the winery), a retail business (direct-to-consumer), and often a hospitality operation (tasting room, events). Most lenders see that complexity and step back. We lean in.

We underwrite winery and vineyard acquisitions by combining real estate value, grape contract income, DTC wine sales, wholesale distribution revenue, and tasting room/hospitality income into a unified picture. Liquor licensing history (Oregon OLCC, California ABC) is never penalized in our analysis. We understand the wine industry — and we finance it seriously.

Who This Is For

Vineyard buyers acquiring established acreage with existing contracts
Winery acquisition buyers purchasing bonded winery facilities
Farm-to-bottle operators looking to expand or refinance
Investors acquiring wine country real estate as a going concern
Estate winery owners seeking to refinance and extract equity
Buyers of tasting room properties combined with production facilities
Wine country land buyers planning future vineyard development

Key Features

What Makes This Program Work

Vineyard Acquisition

Finance established vineyards with existing grape contracts and varietal plantings — grape revenue is counted as farm income in our analysis.

Winery Facility Financing

Purchase or refinance bonded winery facilities including crush pads, barrel rooms, fermentation cellars, and tasting rooms.

DTC & Wholesale Income

Direct-to-consumer wine club revenue, tasting room sales, and distributor wholesale agreements are all underwritten as operating income.

Hospitality Revenue

Tasting room events, wine club memberships, weddings, and agri-tourism income factor into our blended income underwriting.

Working Capital Lines

Revolving lines for harvest inputs, barrel purchases, bottling costs, and DTC marketing expenses — structured around wine production cycles.

Crop Insurance Considered

Vineyard crop insurance policies, frost protection coverage, and comprehensive farm policies factor into our income stability analysis.

The Process

How It Works

1

Operation Profile

We start by understanding your vineyard acreage, varietal plantings, production volume, sales channels, and facility details.

2

Income Documentation

We gather 2–3 years of winery P&L, Schedule F (if farming the vineyard), DTC sales data, wholesale contracts, and grape purchase agreements.

3

Blended Underwriting

Our team constructs a combined income analysis from all revenue streams — vineyard, production, DTC, wholesale, and hospitality — to determine global DSCR.

4

Specialized Appraisal

A MAI-certified appraiser with winery and vineyard specialty evaluates the property using the income, sales comparison, and cost approaches.

5

Loan Structuring

We present a loan structure reflecting the full complexity of the transaction — real estate, production assets, and operational goodwill all considered.

6

Close & Uncork

Efficient closing with documentation appropriate to a licensed agricultural and commercial real estate transaction.

Requirements

General Qualifications

Minimum 25–35% down payment on combined vineyard + winery acquisitions
2–3 years of operating financials (winery P&L, Schedule F for vineyard)
Grape contract documentation or DTC wine sales records required
OLCC (Oregon) or ABC (California) licensing documentation — favorable, not penalized
MAI appraisal with winery and vineyard specialty required
Phase I environmental review required at origination
Licensed in Oregon and California (NMLS #1498678)

Get in Touch

Ready to chat with one of our Ag specialists?

Schedule a consultation by calling us directly or completing the contact form — we'll get back to you within one business day to review your operation, walk through your options, and identify every program you qualify for. No cost, no obligation.

Call Us

503-966-9255

Mon – Fri, 8 am – 6 pm PT

Licensed in Oregon & California · NMLS #1498678 · Agricultural Lending Division

Send Us a Message

We'll get back to you within one business day

FAQ

Common Questions

What Our Clients Say

Five-Star Reviews from Real Borrowers

All reviews verified on Google

"Great communication, efficient processing and good turn around times on approvals and closings."

LG

Laura Garifalakis

Google Review

"Lumen Mortgage is the absolute best mortgage team we have ever done business with. We felt through the entire process that we were working with them as a team for one goal, to get us in the right home at the right price for us."

SK

S K

Google Review

"David and his team are top-notch. We've worked with many lenders over the years and David is in a league of his own. We'll never use a different lender!"

WL

Wendy Lewis

Google Review

"With mortgage rates at historic lows, I decided to refinance. Unimpressed with my current mortgage lender's rates (Bank of America), I did some digging and found great rates that would need to be brokered privately. I remember a friend mentioning Lumen, so I fired off an email, and what do you know - ~2 weeks later I closed at a fantastic rate! 2 weeks!"

DM

Derek Meyer

Google Review

"Lumen Mortgage was excellent to work with. They were there step by step explaining everything. This was exceptional as I was helping my parents (English 2nd language) through this process. The team was patient and super informative."

TS

Tony Singmeuangthong

Google Review

"Great experience working with Lumen Mortgage. Extremely knowledgeable and professional. I would highly recommend!"

KC

Kasey Clemens

Google Review

Agricultural Lending Division · NMLS #1498678

Your Land. Your Terms.
Let's Build the Right Loan.

Our ag loan specialists will review your scenario, walk you through every option, and structure financing around how your operation actually works — with full transparency from first call to close.