Select Closed Transactions
$25 Million Credit Facility
- Single Family Private Lender
- Non-recourse guarantee for “bad boy” acts only
- 2 year revolving term (+1 year wind down) with extension option at mutual discretion
$20 Million Revolving Line of Credit
- Specialty Finance Company
- Limited personal guarantee
- 3 year maturity with extension options
$40 Million Senior Secured Facility
- Private Equity Fund
- Non-recourse financing
- Portfolio growth and liquidity capital
$2.75 Million Term Loan
- Private Equity Fund
- Secured by SFR investment rental property
- Fixed rate term for 7 years; 30 year amortization
- Closed deal in 35 days
$15 Million Bridge Facility
- Commercial Real Estate Bridge Lender
- Eligible assets include all major CRE categories: multifamily, office,
industrial, retail and ground-up construction
- Western U.S. footprint
- 2 year revolver with extension options
Corporate Finance Consultant
- Wealth Management Company
- Analyzed capital structure and cost of funds
- Negotiated capital investments by third-parties
- Represented Client in debt financing negotiations