Passion in delivering Value and Expertise

in the Capital Markets.

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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

 

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393-Unit Two-Property Multifamily Portfolio

Location:
El Paso, TX

Financing: 
$26 Million Floating Rate Bridge Loan, Non-Recourse
78% LTC, with $1.6 Million of Future 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 65 debt funds, life companies, and banks.  Negotiated rate and terms before selecting the top lender.  Worked with the lender through closing to adjust funding to meet the exact amount of 1031 proceeds available.

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33-Unit Apartment

Location:
Portland, OR

Financing: 
$3.51 Million Cash-Out Permanent 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

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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

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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.

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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.
 

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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. 

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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.

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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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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

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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. 

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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

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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

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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.