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Bankers | Lenders

Bankers and Lenders trust that we do exactly what we say and they know that when they refer one of their clients, we’ll protect their existing relationship as we are their extension as a virtual partner. We look for what others don’t see when assessing a transaction, then leverage our own financial experience to strategically create high-probability loan solutions.

Bankers need resources available when the Bank they work for does not have a solution for their client’s real estate borrowing need.  Often this can be due to the property type, some complications or inconsistencies with one part of the deal, or the geographic/dollar limitation of the Bank’s lending criteria.

You don’t have to say no to your client just because your lending institution cannot provide a solution.

So before you tell your client no, let’s have a discussion.

Commercial Brokers | Realtors

Commercial Brokers and Realtors need solutions and value-added approaches which contribute to more closings and customer referrals. We are essential to helping our virtual partner relationships exceed the expectations of their clients.  In addition, we look to create synergy towards a deeper business relationship.

Individuals | Business Owners

We’ll take a holistic approach by gathering a full understanding of the interconnected parts of your personal financial situation; and then we’ll make strategic loan recommendations to help you get that investment property you desire or to maximize current financial opportunities.

Highly Competitive Commercial Real Estate Loan Solutions
Apartment/Multifamily Financing Medical Building
Assisted Living & Senior Care Mobile Home Park
Bridge / Mezzanine Loans NNN Tenant Lease
Church National Franchises
Construction Financing Office
DST financing Owner / User (SBA & Non-SBA)
Gas Station Private Money
Hotel Retail
Mixed Use Warehouse / Industrial

Commercial Loan Products

Loan products for buildings and multifamily income properties with mortgages from $500,000 up to $100 million+.

Financial Expertise

Over 25 years of experience working with like-minded professionals allows us to recommend high-probability solutions for our clients.

Trusted Partnership

We work with lenders, bankers, estate attorneys, etc. as part of a virtual team to protect the interests of our mutual clients.