Services

Debt Placement

Senior, bridge, and structured debt outreach across a broad lender universe.

What We Do

We help owners and sponsors evaluate structure options and run disciplined lender outreach.

Senior, bridge, and mezzanineBanks, life companies, debt funds, specialty lendersProcess coordination through term sheets and closing

Context

Public credit series inform how we discuss the backdrop with clients.

Commercial Real Estate Loans, All Commercial Banks

$3,139.4B

As of 2026-09-01
Billions of USD

Source: FRED / Board of Governors (H.8). Series CREACBM027NBOG. Unit: Billions of USD. Observation as of 2026-09-01. Data fetched 2026-10-30 (America/Phoenix).

Federal Funds Effective Rate

3.75%

As of 2026-09-01
Percent

Source: FRED / Board of Governors. Series FEDFUNDS. Unit: Percent. Observation as of 2026-09-01. Data fetched 2026-10-30 (America/Phoenix).

We apply advanced AI across research, underwriting support, and process QA - with managing principals accountable for recommendations. Learn more.

Capital Stack

Where Debt Fits in the Capital Stack

Select a layer to see how each source of capital is typically used.

Illustrative structure for discussion. Actual terms vary by asset, sponsor, and market conditions.

Advisors reviewing financing documents with a client

One Managing Principal, start to close

Our Approach

Disciplined lender outreach

We help owners and sponsors evaluate structure options, then run a focused process that matches the business plan with lenders who are active in the asset type and market.

Acquisition, refinance, bridge, and construction financing
Banks, life companies, agencies, debt funds, and specialty lenders
Side-by-side term sheet comparison
Coordination through underwriting and closing

Discuss Financing Equity & JV

Lender Universe

Matching the Loan with the Right Lender

Banks & Credit Unions

Relationship-driven lenders that often favor in-market sponsors, lower leverage, and deposit relationships.

AcquisitionRefinanceConstruction

Life Companies

Long-term, fixed-rate lenders that favor high-quality, stabilized assets with strong sponsorship.

Fixed rateLower leverageStabilized

Debt Funds

Flexible, transitional capital for value-add, lease-up, and complex situations at higher leverage and pricing.

BridgeValue-addTransitional

Agencies

Government-sponsored and HUD-related programs focused on multifamily and select housing property types.

MultifamilyFixed rateNon-recourse options

CMBS / Conduit

Securitized loans that can offer attractive proceeds and terms for suitable assets with specific servicing considerations.

Non-recourseFixed rateScale

Process

From Business Plan to Closing

Business Plan
Understand objectives, sponsor profile, and the asset story.
Package & Targeting
Prepare the financing package and select lenders.
Outreach & Terms
Run outreach and compare term sheets side by side.
Select & Negotiate
Choose the best-fit lender and negotiate key terms.
Diligence & Closing
Coordinate third-party reports, legal, and closing.

Questions

Frequently Asked Questions

What do lenders look at first?

Typically the asset's cash flow, the sponsor's experience and liquidity, and the business plan - then loan-to-value, debt service coverage, and debt yield.

How long does a placement take?

Timelines vary by asset, lender type, and complexity. We outline a realistic schedule once we have reviewed the package.

Can you place construction or bridge loans?

Yes. We work with construction, bridge, and transitional lenders appropriate to the project's stage and sponsor.

Do you help with recourse and structure?

We help clients compare recourse, prepayment, reserves, and other terms - not just rate and proceeds.

Start a Conversation with a Managing Principal

We respond directly - typically within one business day.