SHEET / 01 — LOAN PRODUCTS

Financing solutions across the capital stack

A refined set of commercial real estate financing options—structured to match asset profile, business plan, and timing, with disciplined underwriting support and capital placement through the right execution channel.

PRODUCTS — AT A GLANCE

Financing options, structured with intent

Select the lending path that matches your business plan—acquisition, refinance, construction, or stabilization. Each request is evaluated on asset, sponsorship, and execution risk, then positioned to the right capital source.

5

CORE PROGRAMS

Transitional, permanent, agency, construction, and SBA financing—presented as distinct solutions, not one-size-fits-all.

3

CAPITAL CHANNELS

Bank and debt-fund balance sheets, agency execution, and SBA pathways—matched to term, leverage tolerance, and timeline.

72H

INITIAL REVIEW

Typical timeframe to confirm fit, request key materials, and outline next steps after a complete submission.

1

SENIOR POINT OF CONTACT

Direct access to Alanna for structuring, lender positioning, and execution oversight throughout the process.


SHEET 02/05

SPEC SET 2026

REV 01

PRODUCTS — FREQUENTLY ASKED

Financing questions, answered clearly

Institutional-style clarity on fit, process, and what lenders typically need to evaluate a request. These are general guidelines—each transaction is underwritten on its own merits and documentation.

Q-01

Which loan product is the right fit?

It depends on the business plan and the asset’s current and stabilized profile. Transitional financing can bridge acquisition or repositioning; permanent financing supports stabilized cash flow; agency fits qualifying multifamily; construction funds ground-up; SBA supports owner-occupied real estate.

Q-03

What information should I prepare to start?

A clear summary of the property and plan: address and asset type, rent roll or operating history (if applicable), photos, purchase/refi/construction objectives, requested loan amount, timeline, and sponsorship overview. If you have it, include a current financials package and a sources & uses.

Q-05

Do you work nationwide?

Yes—transactions can be supported across the U.S., subject to applicable legal and licensing requirements and the specifics of the capital source. If a request falls outside what can be handled in a given jurisdiction or structure, that will be communicated early in the process.

Q-02

How are lenders and capital sources selected?

Capital is matched to the execution: loan type, leverage and structure needs, recourse profile, timeline certainty, and the property’s risk factors. The objective is to target the right audience—bank, debt fund, agency, SBA, or other channels—so outreach is focused and decision-making is efficient.

Q-04

How long does the process usually take?

Timing varies by product and readiness of the file. A well-prepared request can move quickly into lender feedback, while construction, agency, or more complex structures generally require additional diligence. You’ll get a clear view of next steps and critical-path items once materials are reviewed.

Q-06

What can slow down approval or closing?

Most delays come from incomplete documentation, unclear sources & uses, gaps in operating history, appraisal or third-party report timing, or late changes to the business plan. The best way to stay on schedule is a tight narrative, consistent numbers, and prompt responses during diligence.

DOC / 05 — FINANCING INQUIRY

Submit a financing request for your next transaction.

Share the asset, location, capital need, and timing. Alanna reviews the request and responds with next steps and required items—structured, direct, and designed for efficient underwriting and placement.


RESPONSE ≤ 2 DAYS

CONFIDENTIALITY ON REQUEST

REV 05

S-01 — INITIAL REVIEW

Receive a clear follow-up request for documents, target execution path, and a timeline aligned to your financing objective.