Lee & Associates NYC offers specialized advisory services to support the capitalization of commercial real estate projects with loan sizes ranging from $5M to $50M. We prioritize alignment with our clients’ interests and business plans, enabling us to source highly competitive and appropriately structured financing solutions.
OUR SERVICES
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- Comprehensive Financial Modeling
In-depth analysis to match financing strategies with project goals. - Marketing, Selection & Negotiation
Support in selecting the best lender or investor to meet your financing objectives, along with expert negotiation on financing terms. - Due Diligence & Closing Assistance
Guidance throughout the due diligence process and smooth closing coordination.
We have developed strong partnerships with a variety of capital providers, including regional banks, insurance companies, securitized lenders, credit unions, agency programs, debt funds, and family offices.
WHY CHOOSE - LEE & ASSOCIATES NYC?
Quality: Working with our team will provide an institutional service experience tailored for the middle market.
Vision: Our first deal together is a job interview for our fifth.
Relationships: In challenging markets, lenders and investors prioritize trusted, reliable capital advisory partners.
Core Values: Responsive. Creative. Reliable. Collaborative.
Target Asset Classes: Industrial, Office, Retail, Specialty & Mixed-Use
OUR FOCUS
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Our experienced team is dedicated to:
- Programmatic Debt Placement
Supporting new and existing debt needs on an exclusive basis across market conditions. - Opportunistic Equity Placement
Leveraging market insights for tailored equity solutions and leveraging the Lee investor network. - Target Deal Sizes
$5M - $50M for Permanent and Structured Financing
INSIGHTS
Dave Carswell, Senior Managing Director
T 212.776.1209
E [email protected]
Daniel H. Lisser, Senior Managing Director
T 212.776.1221
E [email protected]
Ryan Fitzpatrick, Senior Associate
T 203.644.4713
E [email protected]
Kastriot Xhakli, Director of Marketing
T 212.776.4356
E [email protected]
Interested in more information, please complete the form below and we'll be in touch!
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- Cary, NC Office Refinance - Case Study
- Bronx Retail Refinance - Case Study
- Brooklyn Multifamily/Retail Refinance - Case Study
- Owner-Occupied Industrial Refinance - Case Study
- Queens Industrial Refinance - Case Study
- Indianapolis Retail Acquisition - Case Study
- Shallow Bay Industrial Warehouse Acquisition - Case Study
- Shopping Center Kansas City Refinance - Case Study
LOOKING FORWARD
Lee NYC is committed to growing our team with talented advisors who bring diverse skills and foster relationships that strengthen and expand our offerings across geographies, asset classes and with new capital sources. Contact us today!