Delivering unexpected results requires a multi-talented team.

Before recommending any form of financing strategy to potential commercial clients, we take the required time to clarify a client’s goal.

Once we have a clear appreciation for both short and long-term goals (including succession and/or exit strategy) – we assess any current portfolio mix in an effort to determine if, and how that can be leveraged as an advantage for new development initiatives or acquisitions.

Once we’ve established clarity in terms of objectives and client fit, we get into the specifics of the project to determine its viability in terms of underwriting and market valuation, and in doing so we also communicate the shared value we bring to the table working as partners.

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LENDING RELATIONSHIPS
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Deals Funded
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ANNUAL FUNDING VOLUME
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AVERAGE DEAL SIZE

Our

Evaluation

Mindset

  • Small details often make the biggest difference.
  • A projects analysis and feasibility must leave no room for doubt.
  • Consider every angle with the goal of mitigating risk.
  • Benchmark everything against key performance indicators.

Our

Partnership

Approach

with Lenders

  • Make it easy for lenders to provide their best offer.
  • Anticipate lender questions.
  • Prove and justify results.
  • Stress test the numbers.

In preparing the Project Package for submission to multiple lenders, we follow an 8-Step Financing Schedule - which typically takes 60 days from start to finish for conventional lending:

STEP ONE

Document
Collection

STEP two

Review of
Operation &
Construction
Budget

STEP three

Appraisal
(Market Valuation &
Underwriting Assessment)

STEP four

Package
Preparation &
Multi-Lender
Submissions

STEP five

Lender Offer
Assessments &
Negotiations

STEP six

Final Offer
Determination &
Acceptance

STEP seven

Commitment Letter
/ Instructions

STEP eight

Funding
Conditions &
Closing
(Funds Received)

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