Capital markets access

Proven relationships.Deep networks. One firm.

Not a directory. A network. Our capital relationships are built through 40 years of closed transactions: exclusive to this market, proven across every asset class.

01 Life Companies 02 CMBS Lenders 03 Banks & Credit Unions 04 Bridge & Debt Funds 05 Private Equity & JV 06 SBA & Government
Six sources of capital. One hub.

Our application-to-closing rate has exceeded 91% every year, reflecting our consistent ability to get deals across the finish line.

  • 40+Years building lender relationships
  • $2.7B+Transaction volume closed
  • 16States and regions active

Source detail

Every capital category, explained.

01

Life Insurance Companies

  • Permanent
  • Exclusive
  • Competitive rates

Long-term, fixed-rate permanent financing for stabilized commercial assets. Life company capital is among the most competitive available for well-qualified transactions. We hold exclusive correspondent relationships with multiple life company lenders, meaning their capital programs and pricing are not available through competing firms in this market.

Best suited for
Office, retail, multifamily, industrial, and hospitality assets with strong occupancy and cash flow.
Typical size
$5M and up
Closed example $9M Age-Restricted Apartment ComplexA bank construction loan, then life company permanent financing.

02

CMBS Lenders

  • Non-recourse
  • Fixed rate
  • Conduit

Access to major CMBS lenders for conduit financing across office, retail, industrial, multifamily, and hospitality assets. CMBS provides non-recourse, fixed-rate financing for a broad range of property types and transaction sizes: a key tool when recourse exposure is a constraint or when conventional bank financing falls short on structure.

Best suited for
Income-producing properties with stable cash flow, and transactions where the borrower wants non-recourse terms.
Typical size
$5M to $200M+

03

Traditional Banks & Credit Unions

  • Construction
  • SBA
  • Conventional

Regional and national bank relationships for conventional commercial mortgage financing, construction loans, bridge facilities, and owner-occupied transactions. SBA 7(a) and 504 lending programs are also available through select banking relationships, providing below-market long-term financing for owner-occupied commercial real estate.

Best suited for
Owner-occupied properties, construction projects, conventional permanent financing for stabilized assets, and borrowers with strong banking relationships and recourse tolerance.
Closed example $13.8M Neuroinclusive Single-Family NeighborhoodBank construction financing for a non-standard, mission-driven development.

04

Bridge & Debt Fund Lenders

  • Short-term
  • Fast close
  • Flexible

Short-term bridge financing and transitional capital for acquisitions, repositioning, lease-up, and value-add business plans. Debt fund sources provide flexible structures where traditional lenders cannot move quickly enough or where property fundamentals don’t yet support permanent financing. Our bridge relationships span a range of pricing and structure, from conservative bank-sponsored funds to more aggressive debt platforms.

Best suited for
Value-add acquisitions, lease-up situations, transitional assets, time-sensitive closings, and deals requiring creative structure prior to long-term refinance.
Closed example $55M Ann Arbor Apartment CommunityA bridge loan funded the acquisition ahead of permanent financing.

05

Private Equity & Joint Venture

  • Equity
  • JV structure
  • Capital stack

Equity placement and joint venture structuring through private capital relationships. We assist sponsors in identifying equity partners for transactions requiring structured capital stacks beyond conventional debt, including preferred equity, mezzanine, and common equity JV structures. Particularly relevant for larger transactions, development deals, and situations where the sponsor needs to optimize leverage while managing recourse.

Best suited for
Development and construction, distressed turnarounds, and complex structures requiring both debt and equity components.
Typical size
$20M and up

06

SBA & Government Programs

  • SBA 7(a)
  • SBA 504
  • Tax-exempt

SBA 7(a) and 504 loan programs for owner-occupied commercial real estate, providing below-market fixed-rate long-term financing for qualifying businesses. Tax-exempt bond financing and government-backed programs for qualified transactions including affordable housing, historic adaptive reuse, and public-private development structures. We have extensive experience navigating these programs’ complexity to ensure transactions close efficiently.

Best suited for
Owner-occupied commercial properties, historic rehabilitation, affordable housing, nonprofit-adjacent structures, and borrowers seeking the most favorable long-term terms available.
Closed example $55M Ann Arbor Apartment CommunityThe bridge loan was converted to a HUD permanent loan.

Why it works

Why our network closes deals.

  1. Exclusive access

    Proprietary lender network

    A select group of lenders in this market work exclusively through our firm: capital that is simply unavailable elsewhere.

  2. Institutional trust

    Servicing relationships

    We service loans for a meaningful share of our correspondent lenders, a level of institutional credibility no new firm can replicate.

  3. Proven experience

    Four decades of execution

    Knowing which lender fits which deal only comes from doing it, across every asset class, over 40 years.

  4. Result

    Your deal closes

    Better terms. Right lender. First time.

Work with us

Ready to discuss your financing?

Tell us about your transaction and we’ll identify the right capital source for your deal.

Contact us 248.540.9310