INVESTMENT CRITERIA
 
Our primary focus is on special situation opportunities that exist on a market or event-driven basis, for asset-based and operating cash flow ventures. Our investment partners include high-net worth investors, banks, and various institutions.
 
Target Transactions
  • Secured Whole Commercial Mortgages
  • Secured Mezzanine Loans and B-Notes
  • Sale-Leaseback Transactions
  • Direct Investments
  • Debtor-in-Possession Financings
  • Note Purchases, Refinancings, Restructurings, Workouts, and Recapitalizations
  • Acquisition and Working Capital Financings
  • Receivables Financing
  Asset Classes
  • Residential (includes multi-family and condominium)
  • Hospitality
  • Mixed-Use
  • Retail
  • Industrial
  • Corporate / Business
  • Senior Housing / Assisted Living
  • Student Accommodations
Geographic Focus
  • North America, the Caribbean, and the European Union
  Transaction Sizes
  • Middle market transactions (between $5 million and $40 million), although we are well-positioned to complete larger transactions that fit our parameters
LTV/LTC
  • Typically no more than 75%; varies on a deal-by-deal basis
  Transaction Term
  • 1-5 years

 

 
*Terms and pricing of individual transactions are dependent upon leverage, cost basis, evaluation of the underlying security and asset, sponsorship, and planned exit strategy.