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

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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.

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18-Unit Brand New Apartment

Location:

Portland, OR

Financing: 

Senior Fixed-Rate Permanent Acquisition

Term:

10 Years with 30-Year Amortization

Details: 

Negotiating an initial 'Covid' holdback to be waived.