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
72,000 SF Retail Center - Ross, TJ Maxx, Chick-Fil-A, Shoe Carnival
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.
1/4
30-Unit Apartment
Location:
Portland, OR
Financing:
$3.51 Million, 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.
1/4
393-Unit Two-Property Multifamily Portfolio
Location:
El Paso, TX
Financing:
$26 Million, 78% LTC, Floating Rate Bridge Loan,
Non-Recourse, w/ $1.6 Million of CAPEX Funding
Rate:
3.10% spread over 0.25% Libor 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. Worked with the Debt Fund through closing to adjust funding to meet the exact amount of 1031 proceeds available.
1/4
134-Unit Apartment Community
Location:
Monterey County, CA
Financing:
$24.4 Million Floating 3.03% Starting Rate "Quasi" Bridge 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.
1/2
49-Unit Value-Add Multifamily
Location:
Kansas City, MO
Financing:
$2.58 Million "Quasi" Bridge Loan, Non-Recourse,
78% LTV, 3.63% rate
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.
1/2
33-Unit Apartment
Location:
Portland, OR
Financing:
$3.51 Million 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.
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.
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.
1/2
121-Unit, 4-Property Multifamily Portfolio
Location:
Portland, OR
Financing:
$17.2 Million Senior Fixed-Rate Acquisition
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.
1/5
92-Unit Apartment Community
Location:
Walnut Creek, CA
Financing:
$23.6 Million 75% LTV Refinance
Term:
10 Years with 5 Years Interest-Only
Details:
Secured a $23.6 million Freddie Mac non-recourse 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
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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 an $8.10 million, 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.
1/2
Creative Office to Retail Conversion
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.
1/3
72-Unit Apartment Community
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.
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