• CAPITAL ADVISORY & PLACEMENT

    STRATEGIC ADVISORY FOR COMMERCIAL PROJECTS




The Capital Advisory Division provides a gateway to non-bank, equity/debt fund, agency, offshore, or private capital which can be deployed quickly, efficiently, and cost-effectively for the purchase or development of real estate assets. We employ innovative and technology-driven strategies to deliver fast, flexible, efficient, and cost-effective capital to our clients. Our financing services include capital structuring, equity, mezzanine, and debt placement, including EB-5, offshore equity, crowdfunding, and a wide range of private capital equity and debt sources.  We also provide resources for business equity and debt capital on an arranger basis.


CAPITAL ADVISORY

We advise clients on appropriate capital structures for a wide variety of commercial projects, both acquisition and development, which may involve a combination of debt, joint venture or preferred equity, and mezzanine debt components. Clients are then able to leverage our broad array of capital resources to fund the structure in the most efficient and cost-effective manner.


EQUITY PLACEMENT

Joint venture or preferred equity, as well as mezzanine placements, are available for most property types, depending on the particular capital structure.


DEBT PLACEMENT

Bank, non-bank, debt fund, and private money loans are available for a variety of commercial real estate projects, including mixed use, office, industrial, medical, professional, hospitality, retail, residential, and many other project types.

 

ADDITIONAL SERVICES
​The Capital Advisory Division's core business is commercial capital advisory and placement, but our expertise and resources span a wide range of financial, ​real estate, and business services. From residential development, opportunity zones, agency finance, mixed-use construction finance, senior living, ​and business services to crowdfunding and alternative real estate finance, ​explore our services and see what makes us unique and resourceful.


Strategic Advisory

Creating synergistic alliances

 and M&A

Alternative Finance

Secure capital for business outside

of the purview of bank financing.

Agency Finance

HUD and other government

 finance programs

 

Senior Living

Capital for acquisition

 and development

Crowdfunding

A platform for pooled capitalization

through technology.

Principal Investment

We selectively invest in

 proprietary projects

  

Construction Lending

Capital for real

 estate construction

Opportunity Zones

Learn how Opportunity Zones are

'The greatest tax incentive ever devised'

Asset Advisory

Strategies for optimizing

 investment returns

  

OUR PROCESS

EVALUATION | ENGAGEMENT | STRUCTURING & PLACEMENT


For every client engagement, we follow a strict process that ensures that we understand the project, the request, and the circumstances and needs of the client before formally engaging, and that we are confident in the likelihood of a successful outcome for the client.


EVALUATION

Collection, evaluation, and discussion of due diligence information with the client is critical in understanding and determining viability of the project.


ENGAGEMENT

Our standard Engagement Agreement defines our role and fee compensation, which is always performance based.  We do not work on any project without a signed Agreement.


STRUCTURING & PLACEMENT

Engineering the optimal capital structure, and placing the most appropriate and economical components of debt and/or equity, are critical to the success of any engagement.


REPRESENTATIVE
TRANSACTIONS

A SELECT LISTING OF CURRENT AND COMPLETED TRANSACTIONS


CONTACT US FOR MORE DETAILED TRACK RECORD INFORMATION

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