Process
Deliberate underwriting. Decisive closings.
01
Consultation
A short call to understand the property, the sponsor, the use of proceeds, and the timeline. No documents required to start.
02
Underwriting
We build the file in-house — rent roll, operating statements, sponsor liquidity, and exit analysis — then tell you candidly where it prices.
03
Placement
Your file goes to the two or three capital partners genuinely suited to it, not shotgunned across the market. You review real term sheets.
04
Closing
We manage third-party reports, legal, and lender conditions to the funding date, keeping every party on one schedule.
What we'll ask for
- Executive summary or deal narrative
- Property rent roll and operating statements
- Sponsor personal financial statement and REO schedule
- Purchase contract or existing debt payoff
- Budget and draw schedule (construction only)
- Two years of business tax returns (SBA and working capital)