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.

  • Starwood Property Trust
  • ACORE Capital
  • Fortress Investment Group
  • Buchanan Street Partners
  • Prime Finance
  • Oaktree
  • Symetra
  • StanCorp Mortgage Investors
  • New York Life Real Estate Investors
  • PGIM
  • PNC
  • U.S. Bank
  • Fifth Third Bank
  • Citizens
  • JPMorgan Chase
  • Wells Fargo
  • Bank of America
  • Goldman Sachs
  • BMO
  • UBS
  • Citi
  • Nuveen Real Estate
  • Voya Investment Management

NET LEASE RETAIL

CLOSED AUG 2026

$2.08M Cash-Out Refinance

Valero Gas Station & Retail · Temple, TX

Senior cash-out refinance of a fully leased Valero fuel station, convenience store, and retail center in Temple, Texas. A focused local bank process delivered 80% LTV on a 25-year amortization with no prepayment penalty, retiring the existing first lien, returning equity to the sponsor, and preserving full flexibility to sell or refinance.

80% LTV

NO PREPAY PENALTY

6.40% FIXED

NET LEASE RETAIL

CLOSED AUG 2026

$2.08M Cash-Out Refinance

Valero Gas Station & Retail · Temple, TX

Senior cash-out refinance of a fully leased Valero fuel station, convenience store, and retail center in Temple, Texas. A focused local bank process delivered 80% LTV on a 25-year amortization with no prepayment penalty, retiring the existing first lien, returning equity to the sponsor, and preserving full flexibility to sell or refinance.

80% LTV

NO PREPAY PENALTY

6.40% FIXED

NET LEASE RETAIL

CLOSED AUG 2026

$2.08M Cash-Out Refinance

Valero Gas Station & Retail · Temple, TX

Senior cash-out refinance of a fully leased Valero fuel station, convenience store, and retail center in Temple, Texas. A focused local bank process delivered 80% LTV on a 25-year amortization with no prepayment penalty, retiring the existing first lien, returning equity to the sponsor, and preserving full flexibility to sell or refinance.

80% LTV

NO PREPAY PENALTY

6.40% FIXED

MIXED-USE

CLOSED AUG 2026

$10.5M Bridge Financing

58-Unit Modular Mixed-Use · Willimantic, CT

Bridge financing for a newly completed 58-unit modular mixed-use development serving the UConn corridor. Closed with a regional bank days after Certificate of Occupancy, retiring the construction facility, covering final costs, and carrying the asset through lease-up.

83% LTC

BRIDGE THROUGH LEASE-UP

FUNDED AT C OF O

MIXED-USE

CLOSED AUG 2026

$10.5M Bridge Financing

58-Unit Modular Mixed-Use · Willimantic, CT

Bridge financing for a newly completed 58-unit modular mixed-use development serving the UConn corridor. Closed with a regional bank days after Certificate of Occupancy, retiring the construction facility, covering final costs, and carrying the asset through lease-up.

83% LTC

BRIDGE THROUGH LEASE-UP

FUNDED AT C OF O

MIXED-USE

CLOSED AUG 2026

$10.5M Bridge Financing

58-Unit Modular Mixed-Use · Willimantic, CT

Bridge financing for a newly completed 58-unit modular mixed-use development serving the UConn corridor. Closed with a regional bank days after Certificate of Occupancy, retiring the construction facility, covering final costs, and carrying the asset through lease-up.

83% LTC

BRIDGE THROUGH LEASE-UP

FUNDED AT C OF O

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

Real estate finance solutions since 1987.

Real estate finance solutions since 1987.

Real estate finance solutions since 1987.