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Services

Commercial Lending Concierge Services for Borrowers and Brokers

  • Evaluation of Project and Sponsor financials for new financing

  • Preparation of a comprehensive financing package underwritten to bank standards ready for submission to lenders for quicker approval process

  • Submission of financing package to lender network, obtain and review terms, and provide oversight through loan closing

  • Identify potential lender due diligence questions prior to appraisal order to minimize lender concerns and expedite loan closing

  • Review of current loan structure and provide recommendation for potential refinance / modification, if applicable

  • Loan portfolio management including financial and covenant compliance reporting

  • Construction draw preparation and management

Asset Management

  • Perform investment analysis and oversee due diligence on new investments

  • Income projections and cash flow analysis on existing properties

  • Lease review and assessment

  • Review property operations and make recommendations as needed to improve NOI

  • Review, recommend, and establish funding requirements for replacement reserves and capital improvements

  • Assessment of existing property management with recommendation for replacement, if applicable

  • Review of monthly management reports with a quarterly summary to ownership

  • Commercial property project management

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