Financing Request
Intake designed to initiate underwriting, structure the execution strategy, and position transactions for closing.
Submissions are reviewed through a disciplined underwriting lens to identify structure, risks, and the optimal capital path across SBA, bridge, CMBS, LifeCo, multifamily, and structured financing strategies.
Intake Overview
| Purpose of Submission | Initiate an underwriting-led review to determine capital structure, execution path, and lender alignment. |
| Financing Strategies Reviewed | SBA (7(a), 504, 100% CRE), Bridge, CMBS, LifeCo, Multifamily, Conventional, and structured debt solutions. |
| Transaction Types | Acquisitions, refinances, partner buyouts, recapitalizations, redevelopment, and expansion financing. |
| Asset Classes | Commercial real estate, owner-occupied properties, operating businesses, and mixed-use assets. |
| Review Approach | Disciplined underwriting focused on cash flow, collateral, sponsor strength, risk mitigation, and execution certainty. |
| What Happens Next | Submissions are reviewed by our team to determine next steps, structure the capital strategy, and align the transaction for execution. |
| Timing Expectations | Initial review typically occurs within 1–2 business days, depending on transaction complexity and information provided. |
