Recent Closings
Recent Closings
A selection of recently closed engagements that reflect the tailored strategy, market access, and disciplined execution we bring to every client objective.
Industrial
Closed Aug 2026
$1.5M Acquisition Financing
Two-Property Industrial Portfolio · Fort Walton Beach & Crestview, FL
Senior acquisition financing for a two-property, net-leased industrial service portfolio on a single facility covering both assets. A competitive marketing process selected the lender, and from engagement to funding, the close moved in a matter of weeks.
Acquisition
Portfolio Facility
Weeks to Close
Industrial
Closed Aug 2026
$1.5M Acquisition Financing
Two-Property Industrial Portfolio · Fort Walton Beach & Crestview, FL
Senior acquisition financing for a two-property, net-leased industrial service portfolio on a single facility covering both assets. A competitive marketing process selected the lender, and from engagement to funding, the close moved in a matter of weeks.
Acquisition
Portfolio Facility
Weeks to Close
Industrial
Closed Aug 2026
$1.5M Acquisition Financing
Two-Property Industrial Portfolio · Fort Walton Beach & Crestview, FL
Senior acquisition financing for a two-property, net-leased industrial service portfolio on a single facility covering both assets. A competitive marketing process selected the lender, and from engagement to funding, the close moved in a matter of weeks.
Acquisition
Portfolio Facility
Weeks to Close
Medical Office
Closed Jun 2026
$1.75M Cash-Out Refinance
UF Health–Leased NNN Campus · Jacksonville, FL
Non-recourse senior refinance of a 100% health-system-leased medical office campus. Engaged in April, term sheet in two weeks, funded in June, ahead of a July maturity.
Non-Recourse
70% LTV
1.20x DSCR
Medical Office
Closed Jun 2026
$1.75M Cash-Out Refinance
UF Health–Leased NNN Campus · Jacksonville, FL
Non-recourse senior refinance of a 100% health-system-leased medical office campus. Engaged in April, term sheet in two weeks, funded in June, ahead of a July maturity.
Non-Recourse
70% LTV
1.20x DSCR
Medical Office
Closed Jun 2026
$1.75M Cash-Out Refinance
UF Health–Leased NNN Campus · Jacksonville, FL
Non-recourse senior refinance of a 100% health-system-leased medical office campus. Engaged in April, term sheet in two weeks, funded in June, ahead of a July maturity.
Non-Recourse
70% LTV
1.20x DSCR
Self Storage
Closed Jun 2026
Senior Secured Refinance
Stabilized Facility · Plattsburg, MO
Senior secured refinance of a stabilized self-storage facility, placed with a regional bank on long-term fixed-rate terms, a quick-turn execution retiring maturing debt without disruption.
Refinance
Fixed Rate
Quick-Turn Close
Self Storage
Closed Jun 2026
Senior Secured Refinance
Stabilized Facility · Plattsburg, MO
Senior secured refinance of a stabilized self-storage facility, placed with a regional bank on long-term fixed-rate terms, a quick-turn execution retiring maturing debt without disruption.
Refinance
Fixed Rate
Quick-Turn Close
Self Storage
Closed Jun 2026
Senior Secured Refinance
Stabilized Facility · Plattsburg, MO
Senior secured refinance of a stabilized self-storage facility, placed with a regional bank on long-term fixed-rate terms, a quick-turn execution retiring maturing debt without disruption.
Refinance
Fixed Rate
Quick-Turn Close