Our team of Advisors is dedicated to navigating the complexities of commercial real estate mortgages and construction loans to secure the best possible terms for our clients. Our services include:

1. Financial Analysis and Planning: We offer in-depth financial analysis to assess your borrowing capacity and ensure your loan fits within your long-term financial strategy. Through our underwriting process, we consult with you to plan your project with a focus on optimizing cash flow and investment returns.

2. Loan Origination and Structuring: We work with you to identify the optimal capital structure based on your financial goals and project requirements, whether it's for purchasing new property, developing a project, refinancing existing loans, or securing working capital. 

3. Lender Placement and Negotiation: Leveraging our extensive relationships with trusted lenders, we provide options for clients to select the ideal financial institutions for their projects. We negotiate terms on your behalf to ensure sufficient proceeds along with favorable interest rates, repayment schedules, and other loan conditions

4. Lender Underwriting and Approval: From preparing and reviewing term sheets, to gathering necessary bank documentation, we streamline the entire process. Our team helps facilitate the process and ensures items are submitted on time to avoid delays.

5. Ongoing Support and Advisory: Our commitment doesn’t end with loan approval. We offer continued support and advisory services throughout the loan term, assisting with any issues that may arise and helping you navigate changes in the market or your business environment.

6. Construction and Development Lending: For builders and developers, we specialize in providing additional services to ensure that your project is planned, budgeted, structured and financed appropriately. Not only do we work with you to secure financing for your project, but we provide planning consultation services and construction budget and bank advance management over the life of the project. 

   We provide Customized Financing Solutions. Whether you need traditional mortgages, SBA loans, bridge financing, or other specialized lending products, we offer tailored solutions to fit your unique circumstances and project objectives.

   We work with:

   • Local and regional banks and credit unions

   • Fannie Mae, Freddie Mac, and HUD

   • Debt funds

   • Life insurance companies

   • Private lenders