
Full-spectrum capital markets advisory across debt, equity, and investment sales.
StoneHarbor advises sponsors at every stage of the capital stack — from sourcing and structuring acquisition financing to placing joint venture equity and executing refinance and disposition strategies. We work across all asset classes and markets nationwide.
CAPABILITIES

01
Debt Placement
We market each assignment to the full lender universe — agency, life company, debt fund, bank, and beyond — then negotiate terms at every stage of the transaction, including during closing.
- Senior permanent financing
- Bridge and transitional loans
- Construction and development financing
- Agency — Fannie Mae, Freddie Mac, HUD
- CMBS, life company, bank, credit union, debt fund
- Non-recourse and recourse structures
- 1031 exchange financing

03
Investment Sales
We maintain active buyer, seller, and landlord relationships across the country — providing access to off-market opportunities and disposition advisory for sponsors optimizing exit timing and proceeds.
- Off-market acquisition sourcing
- Disposition and sale advisory
- 1031 exchange coordination — up-leg and down-leg
- Sale-leaseback structuring
- Portfolio and single-asset sales

02
Structured Equity
We introduce sponsors strategically to institutional equity partners, family offices, and private capital sources — structuring joint ventures, recapitalizations, and preferred equity placements that align with each sponsor's business plan.
- LP and Joint venture equity placement
- Preferred equity
- Mezzanine financing
- Recapitalizations and partial interest sales
- Construction equity co-investment
- Lease-up and value-add equity structures

04
Advisory
We advise on capital strategy for situations that require more than a standard financing — distress, workouts, and complex collateral structures that require in-depth knowledge of how to position to credit committees and stakeholders.
- Acquisition and recapitalization strategy
- Distressed asset financing and workouts
- Borrowers with past credit issues
- Lease-up and transitional asset financing
- Crossed and complex collateral structures
- Financial statement and underwriting review
WHY STONEHARBOR
We engage the full market on every assignment
Rather than routing deals to a preferred lender list or settling with Fannie/Freddie execution, we actively market each transaction to the broadest relevant universe — giving us the leverage necessary to drive better outcomes at the negotiating table.
Most of our placements are marketed to over 50 lenders to provide real terms at varying leverage points to best inform the decision in choosing the top lender.
Our relationships give us lender intelligence others don't have, allowing us to move quickly
With hundreds of active financing, buyer, and seller relationships nationwide, we receive real-time feedback on lender appetite, credit box shifts, and pricing — not lagging market surveys. We know which lenders are open for business and on what terms today, allowing us to move quicker than most.
We sourced a regional California lender for their first-ever Texas deal to out-compete the agencies on a Dallas high-rise multifamily refinance.
We negotiate through closing, not just at application
Upon signing a loan up with a lender, we do not hand off the closing process to an admin. We stay involved through every stage — including the final weeks before funding, where terms can still move meaningfully in a client's favor.
On a recent industrial refinance, we negotiated the rate 20 basis points lower during the final two weeks of closing.
We execute on complex deals
A CPA background and underwriting fluency means we take on transactions that require creativity due to their complexity — distressed situations, quick closings, borrowers with past credit issues, lease-up assets, and mixed collateral structures.
We have successfully closed financings for borrowers with prior credit issues, mid-construction projects, and properties with non-standard tenancy structures.
ASSET CLASSES
CAPITAL SOURCES
AGENCY
Fannie Mae - Freddie Mac - HUD
PRIVATE CREDIT
Debt funds & bridge lenders
PENSION
Pension fund advisors
INSURANCE
Life companies
DEPOSITORY
Banks & credit unions
PRIVATE
High-net worth individuals
STRUCTURED
CMBS / conduit lenders
EQUITY
Family offices - PE funds - REITS
GOVERNMENT
SBA & public finance programs
