Qualify the Transaction:

Pre-qualify investment and sponsor, aggressively testing assumptions and capabilities to gauge risks and set expectations.

Define Financing Objectives:

Identify client needs and financing alternatives.  Establish acceptable parameters such as capital structure, target financing amounts and other terms such as pricing, prepayment, timing, recourse, covenants, etc.

Analyze the Asset:

Gather relevant data on the subject property and conduct preliminary financial analysis.

Conduct Market Research:

Validate and update our knowledge on the market including conducting a physical tour, gathering market diligence, and reviewing the provided project information.

Market the Transaction:

Present the investment opportunity to our group of potential financial sources.  Distribute materials to authorized representatives in both electronic and hard-copy format. Answer underwriting questions in great detail on behalf of the client.  

Present Alternatives:

Summarize and catalogue alternatives that satisfy the client’s financing objectives, recommending the most beneficial solution. 

Alternative Funding:

Maintain a ready standby list of financing sources in the unlikely event that unforeseen circumstances obstruct timely closing.

Process Financing:

Negotiate the financing application and loan documents and loan agreements.  Coordinate the due diligence process and close the transaction.   Interface with title, escrow, attorneys, etc to assure a smooth closing.