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Passion in delivering Value and Expertise
in the Capital Markets.
Recent Financings
1/1
Single-Tenant Industrial R&D Campus
Location:
Los Angeles, CA
Financing:
$14,300,000 Million, 65% LTV Perm Cash-Out Loan
Term:
10 Year term, 3-Years Fixed. Open prepay after Year 2
Details:
Worked with the Borrower on a cash-out refinance loan with the priority on flexible prepay. Negotiated the rate 20 basis points lower during closing based off of a very strong Appraisal.
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.
Medical Office 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.
Class A Self-Storage Construction
1/1
Location:
Reno, NV
Financing:
$12,513,000 Construction Loan, 70% LTC
Term:
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.
New Grocery-Anchored Retail Center - National Credit Tenants
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.
1/1
Four-Property Hotel Portfolio
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.
1/6
92-Unit Luxury 55+ Independent Living 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.
1/1
Brand-new Multifamily
Location:
outside Nashville, TN
Financing:
65% LTV, mid-6%'s rate
Term:
10 Year Term, 5 Years Fixed
Details:
Secured rate-lock at loan application with no property seasoning from a Life Company.
1/1
5-Property Mixed-Use Portfolio
Location:
Santa Rosa, CA
Financing:
$7.0 Million, 6.29% fixed rate
Term:
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.
1/1
Industrial/Flex R&D Property
Location:
Chico, CA
Financing:
$4.3 Million, 6.75% fixed rate
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.
1/1
50-Unit Non-Contiguous Apartment Portfolio
Location:
Atlanta, GA
Financing:
$5.1 Million, 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.
1/1
39-Unit Two-Property Apartment Portfolio
Location:
Portland, OR
Financing:
$7.0 Million, 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 - 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
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
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
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
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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