Commercial Real Estate Finance

Real Estate Capital
  • Permanent Loans
  • Bridge Financing
  • Subordinated Debt
  • Construction Loans
  • Acquisition
  • Refinance
Property Types
  • Single Tenant - Retail
  • Single Tenant - Medical
  • Single Tenant - Restaurant
  • Multi-Tenant Retail
  • Multi-Tenant Medical Office
  • Multi-Tenant Office
Capital Sources
  • Commercial Banks
  • Credit Unions
  • Debt Funds
  • Life Insurance Companies
  • CMBS Lenders
  • Bridge Lenders

Client Profile

My clients are individual investors who reside throughout the United States and Canada. Utilizing relationships with nationwide CRE lenders, I represent the client to arrange debt capital that complements the client's asset strategy.

Client Situations

  • Acquiring replacement property through a 1031 Exchange
  • Transitioning from management intensive properties to NNN assets
  • Purchasing the client's first commercial real estate property
  • Refinancing existing commercial real estate assets
  • Acquiring commercial property anywhere in the U.S.

Capital Advisory Process

  1. Conference call with client to understand client's objectives and strategy
  2. Provide preliminary loan quotes for properties to be considered for debt financing
  3. Obtain proposals from lenders that are likely to provide the best loan terms
  4. Advise the client on relative advantages and disadvantages of each lender proposal
  5. Select a lender and assist the client throughout loan application process
  6. Schedule site visits for appraisal, environmental and survey vendors
  7. Coordinate closing with lender, attorneys and title company

 

 Please contact me by phone (480-229-3522) or email.  Thank you!