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Passion in delivering Value and Expertise
in the Capital Markets.
Representative Transactions
393-Unit Two-Property Multifamily Portfolio
1/4
Location:
El Paso, TX
Financing:
$26.0 Million, 78% LTC Bridge Loan,
Non-Recourse, with CAPEX Future Funding
Rate:
3.10% spread, no index floor
Term:
3 Years with two 1-Year Extension Options
Details:
Marketed the financing assignment to 75 debt funds, life companies, and banks. Negotiated rate and terms before selecting the top lender. Structured through closing to adjust funding to meet the exact amount of 1031 proceeds available.
Industrial R&D Campus Cash-Out Refinance
1/1
Location:
Los Angeles, CA
Financing:
$14.30 Million, 65% LTV Perm Cash-Out Loan
Rate and Term:
10 Year term, 3-Years Fixed. Open prepay after Year 2
Details:
Structured $3.30 Million of cash-out with the priority on flexible prepay. Negotiated the rate 20 basis points lower during the final 2-weeks of closing.
3-Property Industrial Mid-Construction & Horizontal Development Loans
1/1
Location:
Oregon and Washington
Financing:
$25,050,000 Construction Loan, 65% LTC
Term:
2-3 Year Fixed Rate, varying minimum interest
Details:
Structured the non-recourse construction loans collateralized by three different properties, including a mid-construction completion component on a Class A industrial building.
1/6
Equity Placement - Class A Active Adult Community
Location:
Lake Havasu City, AZ
Financing:
$20.50 Million Equity Recapitalization with family office. Debt with private REIT.
Term:
5-Year Fixed with full-term interest-only
Details:
Introduced the family office equity partner to the existing ownership to recapitalize the project and pay off 50% of the existing equity holders. Structured high-leverage permanent debt for a 5-year term.
1/4
Quick-Close Multifamily Refinance to Sale
Location:
Monterey County, CA
Financing:
$24.4 Million Floating "Quasi" Bridge to Sale Refinance
Term:
7 Years with 2 Years Interest-Only
Details:
Freddie Mac non-recourse execution that lowered the Borrowers interest rate by more than half and provided over $4mm of cash-out. Purchased an index cap that limits floating rate risk. Negotiated a shorter 6-Month prepay lockout. 40-day closing.
Cross-collateralized 4-Property Multifamily Portfolio
1/2
Location:
Portland, OR
Financing:
Senior Fixed-Rate Acquisition Loan Facility
Term:
10 Years with 30-Year Amortization
Details:
Crossed four separate acquisitions from different sellers at different close times in a Fannie Mae execution that aided in negotiating for bulk pricing discounts. Rates in the mid-2%'s across the portfolio through Fannie Mae's Green Rewards Program, which allowed for further pricing breaks and an increase in proceeds.
Luxury Senior Living Construction Financing
1/4
Location:
Los Angeles, CA
Term:
4 Years plus one extension
Details:
Helped push the lending market through pitching over 60 sources to maximize the lowest cost recourse financing terms possible. Project amenities include a gym, pool, movie theatre, game room, art room, vegetable garden, dog park, outdoor dining, café, bar, spa massage services, and a nail salon.
1/5
Multifamily Cash-out Refinance
Location:
Walnut Creek, CA
Financing:
$24 Million 75% LTV Refinance
Term:
10 Years with 5 Years Interest-Only
Details:
Freddie Mac non-recourse refinance provided over $4mm of cash-out. Worked through easement access rights to ensure max proceeds, smooth closing, and acceptable title policy.
Class A Self-Storage Mid-Construction
1/1
Location:
Reno, NV
Financing:
$12.50 Million Construction Completion Loan
Term:
70% LTC,2-Year Fixed Rate with release provisions
Details:
Structured the loan through a life company bucket of capital with flexible release provisions upon units being sold.
High-Rise Mixed Use
1/1
Location:
Dallas, TX
Financing:
70% LTV Cash-Out Refinance
Rate and Term:
5.96% Fixed Rate, 5 Year term, No prepay
Details:
Sourced a no prepay California-based lender to venture to Texas for their first deal in the state to compete with the Agencies with more aggressive underwriting, and provide the Borrower the flexibility to refinance in the next 12 months once rates trend down.
Medical Office Acquisition Loan
1/1
Location:
Houston, TX
Financing:
$5 Million acquisition loan, 60% LTV, 6.10% fixed rate
Term:
5 Year Fixed Rate, 2.5 Year Minimum Interest Prepay
Details:
Structured the office loan with a Life Company with a very flexible 2.5 Year Minimum Interest prepay structure. Facilitated the 1031 acquisition.
Grocery-Anchored Retail Center
1/1
Location:
Central California
Financing:
$8.55 Million across two loans, 65% LTV,
4.95% rate (sub-100 spread) and 5.51% rate
Term:
5 Year Fixed Rate, 100-day rate lock
Details:
Structured the loan through a local promotional bank program on a well-below market spread sub-100. This lower rate allowed for a cash-neutral take-out of the construction loan. The second financing was through a Credit Union with a flexible prepay structure.
Class A Office Cash-Out Refinance
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1/5
Location:
Los Angeles, CA
Financing:
67.50% LTV Cash-Out Refinance
Term:
10 Years, Full-Term Interest-Only
Details:
Secured a non-recourse, full-term interest-only refinance loan. Negotiated preferential sweeping TI/LC reserve requirement. Loan funding cashed out over 100% of the partnership's cost basis within 7 months of purchase.
Four-Property Hotel Portfolio
1/1
Location:
Coastal Oregon
Financing:
$5.75 Million, 70% LTV, 6.47% fixed rate
Term:
7 Years with 5 Years Interest-Only & flexible prepay
Details:
Secured the cash-out refinance loan to take-out an SBA loan. 5-year fixed, with a stepdown prepayment.
Brand-new Multifamily
1/1
Location:
Greater Nashville, TN
Financing:
65% LTV
Term:
10 Year Term, 5 Years Fixed
Details:
Secured rate-lock at loan application with no property seasoning from a Life Company.
5-Property Mixed-Use Portfolio
1/1
Location:
Santa Rosa, CA
Financing:
10 Years with 7 Years Fixed & no prepay
Details:
Structured an earn-out component on all assets in the portfolio, and no prepayment penalty. De-risked the financing by collateralized the office component with the multifamily.
Non-Contiguous Apartment Portfolio
1/1
Location:
Atlanta, GA
Financing:
75% LTV Bridge Loan
Term:
10 Years with 10 Years Interest-Only. Open prepay after Year 1
Details:
Worked with the Borrower on 1031 up-leg acquisition financing on a 30=day bridge loan closing for 50 non-contiguous units with an open prepayment after Year 1 and a fixed rate locked for a total 10 years.
Industrial/Flex R&D Refinance
1/1
Location:
Chico, CA
Financing:
Cash-Out Refinance
Term:
10 Years with 5 Years Fixed & 2-year stepdown prepay
Details:
Cash-out refinance loan with flexible prepayment terms and a fixed rate locked at signed loan application.
Industrial Business Park
1/3
Location:
Nevada City, CA
Financing:
Acquisition Bridge Financing
Term:
2 Year Term plus extensions
Details:
Sourced a bridge lender who could close quickly without an appraisal to ensure closing by the Borrower's 1031 deadline. Negotiated a 6-month minimum interest to allow for a recapitalization upon full stabilization.
Two-Property Multifamily Portfolio
1/1
Location:
Topeka, Kansas
Financing:
66% LTV Acquisition Financing
Rate and Term:
5.72% Fixed Rate, 5 Year Full-Term Interest-Only
Details:
Worked with the Borrower on an off-market acquisition financing to fund max leverage above the 65% LTV stipulation that ncluded financing qualified closing costs, full-term interest-only with no lender fee.
Two-Property Apartment Portfolio
1/1
Location:
Portland, OR
Financing:
70% LTV, 3.57% fixed rate
Term:
7 Years with 5 Years Interest-Only & flexible prepay
Details:
Worked with the Borrower on 1031 up-leg purchases to secure the $7.0 million loan with flexible prepayment terms and a fixed rate locked at signed loan application.
72,000 SF Retail Center
1/1
Location:
Wichita Falls, TX
Financing:
$7.1 Million, 70% LTV, 3.63% rate
Term:
5 Year Fixed followed by re-set 5 Year Fixed
Details:
Negotiated a max leverage loan with a 5-year initial fixed term followed by another 5-year fixed period at re-set rate at that time. Allows for tenant renewals to maximize best conditions for a sale or the next refinance.
Webster University - 28,500 SF Satellite Campus
1/3
Location:
Columbia, SC
Financing:
70% LTV Acquisition Financing
Term:
7 Year Fixed Term
Details:
Negotiated a max leverage loan with a 7-year term past the remaining lease term of 5 years to ensure sufficient time to structure the tenant renewal or release the property to prevent the need for a bridge loan upon expiration.
Multifamily Acquisition Loan
1/4
Location:
Portland, OR
Financing:
65% LTV, 3.36% fixed rate, non-recourse
Term:
5 Years with 3 Years Interest-Only & flexible prepay
Details:
Secured a $3.51 million non-recourse loan with flexible prepayment terms and a fixed rate at signed loan application that allows the Borrower to execute their value-add business plan and have flexibility to pull cash out quickly through a refinance or sale.
Value-Add Multifamily
1/2
Location:
Kansas City, MO
Financing:
78% LTV, "Quasi" Bridge Loan, Non-Recourse,
Term:
5 Years with one year interest-only
Details:
Creatively structured Freddie Mac loan with elements of a bridge loan - open prepay starting in year 3 - while still taking advantage of affordability waivers. Worked through survey encroachment issues to ensure title company issued acceptable policy to meet lender requirements.
Apartment Cash-Out Refinance
1/2
Location:
Portland, OR
Financing:
Cash-Out Refinance
Term:
7 Years with 3 Years Interest-Only
Details:
Secured a $3.51 million non-recourse permanent loan that cashed the Borrowers out at 88% of their original purchase price from 12 months prior. Navigated the appraisal process to ensure the highest possible value and loan amount. Appraised value 45% higher than purchase price in 12-month period.
1/6
Luxury 55+ Independent Living Community
Location:
Lake Havasu City, AZ
Financing:
Senior Lease-Up Bridge Financing
Term:
3 Years plus two 1-Year Extensions
Details:
Secured a non-recourse bridge loan to recapitalize the deal at 45% occupancy to finish lease-up and season the asset.
Creative Office to Retail Conversion Financing
1/2
Location:
West Hollywood, CA
Financing:
Senior Refinance Loan
Term:
8 Years, Full-Term Interest-Only
Details:
Arranged a full-term interest-only loan with a private lender for a creative office to retail conversion.
Multifamily Cash-Out Refinance
1/3
Location:
Nacogdoches, Texas
Financing:
Senior Fixed Rate Refinance
Term:
10 Years
Details:
Non-recourse Freddie Mac permanent loan with locked interest-rate at signed application that substantially lowered the Borrower's interest rate.
Mixed-Use Refinance
1/3
Location:
Ventura, CA
Financing:
Senior Refinance
Term:
25 Year Term / 10 Years Fixed
Details:
Worked through the challenge of a limited lender pool due to the COVID-19 pandemic by casting a wide net to over 30 lenders. The second hurdle was finding a lender who was comfortable with half of the units having shared bathrooms, which was especially challenging with the public health concerns surrounding the pandemic. Ultimately found the most competitive long-term option with very competitive step-down prepay.
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