Debt & Equity Financing

EQUITY PLACEMENT SERVICES

The Structured Finance Group’s transactional and advisory experience has resulted in relationships with leading equity capital providers both domestic and foreign. These relationships have allowed the Group to present a variety of equity options to our clients for acquisition and development throughout the US. Engagements have included residential development, programmatic joint ventures, union equity fund investments, private equity placement, preferred equity sourcing and creative off-shore co-investment s. Our continuous equity placement activities allow us to keep our clients updated on investor appetite, asset class focus, underwriting parameters and joint venture structure.

• Entity Level Investments
• Family Office
• High Net Worth Investors
• Institutional Joint Ventures
• Preferred Equity
• Foreign/Sovereign Wealth Funds

DEBT PLACEMENT SERVICES

In today’s ever changing debt market, it is imperative for an intermediary to provide real time, accurate information to the client. The Structured Finance/ Capital Markets Group, with years of active interface with every type of debt source, provides the most current comprehensive information on rates and spreads, term, leverage, structure and most importantly, ease and speed of execution. The Group’s proprietary database includes local, regional, national and international banking institutions; life companies; pension funds; bridge, construction and mezzanine lenders and direct access to the CMBS market and special situation lenders. We pride ourselves on underwriting both the structural needs and financial objectives of our clients and approach only those lending institutions that will help our clients achieve their investment expectations through a market debt structure competitively bid.

• Permanent Mortgage Financing
• Bridge Financing
• CMBS Financing
• Construction Loans
• Mezzanine & Preferred Equity
• Debt Recapitalization
• Discounted Pay-Off (DPO)
• Land Loans

Our underwriting procedure includes several important steps:

• Review and analyze the asset’s past operating performance and near-term projected performance
• Recommend a capital structure that best suits the asset and the client’s objectives
• Create a comprehensive underwriting package that is lender-friendly
• Identify potential lenders with investment targets that match the recommended capital structure
• Competitively bid the debt package to targeted lenders
• Review and recommend the bids that are most favorable to the client’s objectives
• Manage the due diligence process
• Negotiate and close the loan transaction

ADVISORY AND ASSET MANAGEMENT SERVICES

The Group offers a comprehensive range of advisory services developed through direct experience as transaction brokers, advisors, underwriters, asset managers and capital facilitators. Our track record of success in the development and implementation of strategies for our clients through the identification of risk, the exploration of alternative investment strategies and the formulation of optimal, sensible and achievable solutions.

In concert with ownership, the asset manager is responsible for developing and executing the investment strategy for the asset. The asset manager oversees the property manager and works closely with other professionals to assure the success of the investment.

• Hold / Sell Analysis
• Portfolio / Property Valuations
• Development Project Proformas / Return Analysis
• Financing Strategies
• Acquisitions Underwriting
• Purchase and Sale Due Diligence
• Market Studies

Asset management services include:

• Establish property goals and develop a property strategic plan
• Annual budgeting, planning and valuation
• Cash management and reporting
• Investor communications
• Public relations and crisis management
• Oversight of property management
• Engaging professionals
• Compliance with regulations