Our Process.

We begin with a deep dive into the asset's financials, rent roll, market positioning, and the sponsor's business plan. We underwrite the deal to institutional standards to define the optimal capital structure before ever going to market.

We craft a comprehensive offering memorandum that highlights the strengths of the deal while proactively addressing mitigateable risks. We then customize a targeted list of capital providers whose current mandates align with the transaction profile.

We run a competitive bidding process among targeted lenders and investors. This creates competitive tension, allowing us to negotiate superior terms regarding pricing, leverage, covenants, and recourse.

We provide a side-by-side, nuanced analysis of all term sheets received, quantifying the true cost of capital and highlighting business-plan implications of various covenants, providing a clear path to selection.

Our involvement intensifies after term sheet execution. We actively manage the due diligence process, coordinate with third-party vendors (appraisal, environmental), and liaise with legal counsel to ensure a smooth, timely closing.