Passion in delivering Value and Expertise
in the Capital Markets.
Services
Deep Relationships for Every Transaction
Placements:
Senior Permanent Debt
Bridge & Construction Financing
Mezzanine, Preferred & JV Equity
Sources:
Debt Funds
Fannie Mae
Freddie Mac
HUD
Life Company
CMBS
Bank & Credit Union
Pension Fund Advisors
Private Investment Funds
Wealthy Individuals
Recent Financings
Webster University - 28,500 SF Satellite Campus
1/3
Location:
Columbia, SC
Financing:
70% LTV Acquisition Permanent 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.
27,136 SF Industrial Business Park
1/3
Location:
Nevada City, CA
Financing:
$4 Million 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.
1/4
134-Unit Apartment Community
Location:
Monterey County, CA
Financing:
$24.4 Million Floating Rate Permanent Refinance
Term:
7 Years with 2 Years Interest-Only
Details:
Secured a $24.4mm non-recourse permanent loan 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 6-Month lockout that provides the Borrower prepayment flexibility.
1/2
121-Unit, 4-Property Multifamily Portfolio
Location:
Portland, OR
Financing:
Senior Fixed-Rate Permanent Acquisition
Term:
10 Years with 30-Year Amortization
Details:
Secured $17.2mm in non-recourse acquisition financing for the four-property portfolio. Negotiated bulk pricing discounts to achieve rates in the mid-2%'s across the portfolio through Fannie Mae's Green Rewards Program.
1/5
92-Unit Apartment Community
Location:
Walnut Creek, CA
Financing:
Senior Fixed Rate Permanent 75% LTV Refinance
Term:
10 Years with 5 Years Interest-Only
Details:
Secured a $23.6 million non-recourse permanent loan with a sub-3% rate that substantially lowered the Borrower's interest rate and provided over $4mm of cash-out. Worked through Covid-related deferment plans and easement access rights to ensure max proceeds, smooth closing, and acceptable title policy.
1/6
92-Unit 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.
16,512 SF Brand-New Class A Office Building
Picture1
Picture5
Picture4
Picture1
1/5
Location:
Los Angeles, CA
Financing:
Senior Permanent Refinance Loan
Term:
10 Years, Full-Term Interest-Only
Details:
Secured a non-recourse, full-term interest-only CMBS 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.
Creative Office to Retail Conversion
1/2
Location:
West Hollywood, CA
Financing:
Senior Permanent 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.
1/3
72-Unit Apartment Community
Location:
Nacogdoches, Texas
Financing:
Senior Fixed Rate Permanent Refinance
Term:
10 Years
Details:
Non-recourse permanent loan with locked interest-rate at signed application that substantially lowered the Borrower's interest rate.
82-Unit Luxury Assisted Living & Memory Care Community
1/4
Location:
Los Angeles, CA
Financing:
Construction Financing
Term:
4 Years plus one 1-Year Extension
Details:
Helped push the lending market 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.
95-Unit Mixed-Use Property
1/3
Location:
Ventura, CA
Financing:
Senior Permanent 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.
1/2