Capital Advisory Group: Debt & Equity Financing
Lee & Associates Capital Advisory Group is built to provide a full array of financial services including debt financing, equity placement, structured finance, recapitalization strategies and CRE advisory services for our clients. Leveraging several decades of industry expertise, creative strategies, and a commitment to excellence.
In today’s ever-changing debt market, it is imperative for an intermediary to provide real-time, accurate information to investors and developers. The Capital Advisory Group provides current and comprehensive information on rates and execution.
Lee & Associates’ proprietary database includes local, regional, national and international banking institutions, life companies, private credit; bridge, construction and mezzanine lenders and direct access to the CMBS market and special situation lenders. We take a tailored and targeted approach with relationship capital sources, while creating appropriate competition.
With expertise in industrial, retail, office/medical office, multi-family, mixed-use, hospitality, self-storage, student housing, and specialty assets, we deliver optimal financing and capitalization structure regardless of product type.
We welcome the opportunity to assist clients in achieving their investment goals and objectives. More than advisors, we are strategic partners with aligned interests; fully dedicated to helping clients succeed in a competitive market.
CASE STUDIES
LEADERSHIP
Northeast, Dave Carswell
Northeast, Gary Sopko
Southwest, Jason Dannat
To contact a debt & equity finance advisor, please click on one of the contacts listed above or visit the professionals tab.
DEBT PLACEMENT SERVICES
- Permanent Mortgage Financing
- Bridge Financing
- Construction Loans
- CMBS Financing
- Agency / HUD Financing
- Credit Tenant Lease (CTL) Financing
- Mezzanine Debt
- Debt Recapitalization
- Discounted Pay-Off (DPO)
- Land Loans
Our underwriting procedure includes several important steps:
- Identify and understand clients’ goals, both short- and long-term
- Perform comprehensive financial modeling through reviewing and analyzing the asset’s past operating performance and near-term projected performance
- Create a lender-friendly, comprehensive loan submission, competitively bid to targeted lenders
- Provide expert negotiation with financing terms while selecting the best lender or investor to meet financing objectives
- Manage / provide guidance throughout the due diligence process and ensure smooth closing coordination of the loan transaction
EQUITY PLACEMENT SERVICES
The Capital Advisory Group’s transactional and advisory experience has resulted in relationships with leading equity capital providers both domestic and foreign. Our capital partners provide an array of equity investments including:
- Preferred Equity
- Entity Level Investments
- Family Office
- High Net Worth Investors
- Institutional Joint Ventures
- Foreign / Sovereign Wealth Funds
CAPITAL ADVISORY SERVICES
The group offers a comprehensive range of advisory services including:
- Hold / Sell Analysis
- Portfolio / Property Valuations
- Development Project Proformas / Return Analysis
- Financing Strategies
- Acquisitions Underwriting
- Purchase and Sale Due Diligence
- Market Studies
- Broker Opinion of Value (BOV)
FINANCING OPTIONS
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Lee & Associates West Los Angeles
1508 17th Street
Santa Monica, CA 90404 |
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Lee & Associates - New York
1211 Avenue of the Americas
New York, NY 10036 |
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Ryan Abel
CalDRE #01465094
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Lee & Associates - San Francisco
242 California Street
San Francisco, CA 94111 |
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Lee & Associates Commercial Real Estate Services
170 120th Avenue NE
Bellevue, WA 98005 |
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Michael Abernathy
CalDRE #00992009
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Lee & Associates - San Diego, Inc.
6310 Greenwich Drive
San Diego, CA 92122 |
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Jeff Abramson
CalDRE #00956805
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Lee & Associates - North San Diego
1902 Wright Place
Carlsbad, CA 92008 |
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Lee & Associates - Nebraska
200 South 21st Street
Lincoln, NE 68510 |
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Lee & Associates - Atlanta
3500 Lenox Road
Atlanta, GA 30326 |
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Lee & Associates - Arizona
5090 North 40th Street
Phoenix, AZ 85018 |
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Lee & Associates - Chicago
9450 West Bryn Mawr Avenue
Rosemont, IL 60018 |
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Lee & Associates - Nebraska
12020 Shamrock Plaza
Omaha, NE 68154 |
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Frank Adler
CalDRE #01000048
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Lee & Associates - Newport Beach
100 Bayview Circle
Newport Beach, CA 92660 |
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Charles Adolphe
CalDRE #00915194
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Lee & Associates - San Diego, Inc.
6310 Greenwich Drive
San Diego, CA 92122 |
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Noel Aguirre
CalDRE #01263417
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Lee & Associates Los Angeles - Long Beach, Inc.
5000 E Spring Street
Long Beach, CA 90815 |
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Sean Ahern
CalDRE #01081324
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Lee & Associates - Newport Beach
100 Bayview Circle
Newport Beach, CA 92660 |
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Lee & Associates - Michigan
26555 Evergreen Road
Southfield, MI 48076 |
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Lee & Associates - Chicago
9450 West Bryn Mawr Avenue
Rosemont, IL 60018 |
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Lee & Associates Commercial Real Estate Services
170 120th Avenue NE
Bellevue, WA 98005 |
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Lee & Associates Raleigh-Durham-Wilmington
100 Walnut Street
Cary, NC 27511 |
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Travis Allan
CalDRE #01482126
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Lee & Associates Industry, Inc.
13181 Crossroads Parkway North
City of Industry, CA 91746 |
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Jesse Allen
CalDRE #01047487
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Lee & Associates - Los Angeles – Downtown
1201 North Main Street
Los Angeles, CA 90012 |
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Jeff Allen
CalDRE #01313074
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Lee & Associates Central California
668 Marsh Street
San Luis Obispo, CA 93401 |
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Lee & Associates | Naples - Ft. Myers
11215 Metro Parkway
Fort Myers, FL 33966 |
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Lee & Associates - Michigan
26555 Evergreen Road
Southfield, MI 48076 |
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Mason Alsbrooks, SIOR, CCIM
TX #697478
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Lee & Associates - Houston
10497 Town and Country Way
Houston, TX 77024 |
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Lee & Associates South Florida
700 W Hillsboro Blvd, Suite 4-203
Broward/Palm Beach, FL 33441 |
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Lee & Associates West Los Angeles
1508 17th Street
Santa Monica, CA 90404 |
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Lee & Associates - Dallas/Fort Worth
14950 Quorum Drive
Dallas, TX 75254 |
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Keith Anderson
CalDRE #01513059 | CalDRE #01513059
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Lee & Associates - Ontario
3535 Inland Empire Blvd
Ontario, CA 91764 |
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Lee & Associates - Dallas/Fort Worth
14950 Quorum Drive
Dallas, TX 75254 |
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Lee & Associates - Chicago
9450 West Bryn Mawr Avenue
Rosemont, IL 60018 |
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Lee & Associates - Chicago
9450 West Bryn Mawr Avenue
Rosemont, IL 60018 |
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Lee & Associates - Chicago
9450 West Bryn Mawr Avenue
Rosemont, IL 60018 |
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Lee & Associates - New York
1211 Avenue of the Americas
New York, NY 10036 |
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Lee & Associates - Arizona
5090 North 40th Street
Phoenix, AZ 85018 |
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Al Apuzzo
CalDRE #01323215
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Lee & Associates - North San Diego
1902 Wright Place
Carlsbad, CA 92008 |
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Victor Aquilina
CalDRE #01936761
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Lee & Associates - North San Diego
1902 Wright Place
Carlsbad, CA 92008 |
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Greg Archer
CalDRE #00865994
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Lee & Associates Central California
5401 Business Park South, Suite 122
Bakersfield, CA 93309 |
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Lee & Associates Industry, Inc.
13181 Crossroads Parkway North
City of Industry, CA 91746 |
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Tim Arguello
CalDRE #01055859
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Lee & Associates - Newport Beach
100 Bayview Circle
Newport Beach, CA 92660 |
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Alfredo Arguello
CalDRE #02015175
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Lee & Associates - Riverside
25240 Hancock Avenue
Murrieta, CA 92562 |
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Ian Armbruster
CalDRE #02151900
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Lee & Associates - Ontario
3535 Inland Empire Blvd
Ontario, CA 91764 |
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Chris Armes
CalDRE #01379750
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Lee & Associates - North San Diego
1902 Wright Place
Carlsbad, CA 92008 |
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Nathan Arnold, CCIM
MN #20153149
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Lee & Associates - Twin Cities
1601 Utica Avenue South
Minneapolis, MN 55416 |
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Matthew Artukovich
CalDRE #01188251
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Lee & Associates Industry, Inc.
5675 Telegraph Rd
Commerce, CA 90040 |
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Anita Artukovich
CalDRE #00851588
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Lee & Associates Industry, Inc.
5675 Telegraph Rd
Commerce, CA 90040 |
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Clarke Attaway
SC #110474
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Lee & Associates Charleston
960 Morrison Drive
Charleston, SC 29403 |
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Michael Avendano
FL #SL3323947
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Lee & Associates South Florida
7925 NW 12th Street, Suite 301
Miami, FL 33126 |
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Lee & Associates - Atlanta
3500 Lenox Road
Atlanta, GA 30326 |
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Lee & Associates West Los Angeles
1508 17th Street
Santa Monica, CA 90404 |
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Dan Bacani
CalDRE #01385413
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Lee & Associates - Pasadena
1055 E. Colorado Blvd.
Pasadena, CA 91106 |
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Peter Bacci
CalDRE #00946253
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Lee & Associates Industry, Inc.
5675 Telegraph Rd
Commerce, CA 90040 |
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Lee & Associates - WBE, LLC
110 Fieldcrest Avenue
Edison, NJ 08837 |
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Christian Baena
FL #SL3389402
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Lee & Associates South Florida
7925 NW 12th Street, Suite 301
Miami, FL 33126 |
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Olivia Baffert
CalDRE #02211874
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Lee & Associates - North San Diego
1902 Wright Place
Carlsbad, CA 92008 |
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Lee & Associates Commercial Real Estate Services
320 W Galer Street
Seattle, WA 98119 |
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David Bailey
TN #357100
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Lee & Associates - Nashville
333 Commerce Street
Nashville, TN 37201 |
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Lee & Associates Raleigh-Durham-Wilmington
100 Walnut Street
Cary, NC 27511 |
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James Bakker, CCIM
SC #88584
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Lee & Associates Charleston
960 Morrison Drive
Charleston, SC 29403 |
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David Bales
CalDRE #01388502
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Lee & Associates Industry, Inc.
5675 Telegraph Rd
Commerce, CA 90040 |
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Erica Balin
CalDRE #01481476
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Lee & Associates - North Los Angeles
5707 Corsa Avenue
Westlake Village, CA 91362 |
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Jason Bantel, CCIM
FL #SL666097
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Lee & Associates Central Florida
1017 E. South Street
Orlando, FL 32801 |
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Brian Barden
CalDRE #01439766
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Lee & Associates - Oakland
555 12th Street
Oakland, CA 94607 |
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Lee & Associates - Vancouver
475 West Georgia Street
Vancouver, BC V6B 4M9 |
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Miles Barkley, Sr.
SC #2314
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Lee & Associates Charleston
960 Morrison Drive
Charleston, SC 29403 |
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Lee & Associates | Naples - Ft. Myers
7400 Trail Boulevard
Naples, FL 34108 |
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Zack Barnes
CalDRE #01971978
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Lee & Associates - Oakland
555 12th Street
Oakland, CA 94607 |
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Lee & Associates - St. Louis, LLC
1 McBride & Son Center Drive Suite 140
St. Louis, MO 63005 |
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Chris Barnett
CalDRE #00924416
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Lee & Associates - Newport Beach
100 Bayview Circle
Newport Beach, CA 92660 |
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Travis Barnett
CalDRE #02069500
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Lee & Associates - Irvine
9838 Research Drive
Irvine, CA 92618 |
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Lee & Associates - Nebraska
12020 Shamrock Plaza
Omaha, NE 68154 |
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Brian Barson
CalDRE #01945282
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Lee & Associates - Newport Beach
100 Bayview Circle
Newport Beach, CA 92660 |
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TC Bartoszek
OH #SAL.2014000103 | KY #222437
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Lee & Associates Cincinnati
10260 Alliance Road
Cincinnati, OH 45242 |
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Lee & Associates - Vancouver
475 West Georgia Street
Vancouver, BC V6B 4M9 |
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Lee & Associates - Dallas/Fort Worth
14950 Quorum Drive
Dallas, TX 75254 |
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Allen Basso
CalDRE #01298152
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Lee & Associates - Irvine
9838 Research Drive
Irvine, CA 92618 |
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Lee & Associates - Arizona
5090 North 40th Street
Phoenix, AZ 85018 |
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John Battle, SIOR
CalDRE #00700493
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Lee & Associates - North Los Angeles
5707 Corsa Avenue
Westlake Village, CA 91362 |
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Lee & Associates Commercial Real Estate Services
950 Pacific Avenue
Tacoma, WA 98402 |
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David Bauman, SIOR, CCIM
NV #S.0182687
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Lee & Associates Las Vegas
8708 Spanish Ridge Avenue
Las Vegas, NV 89148 |
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Kevin Bayless
CalDRE #01788899
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Lee & Associates - Irvine
9838 Research Drive
Irvine, CA 92618 |
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Lee & Associates - Vancouver
475 West Georgia Street
Vancouver, BC V6B 4M9 |
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Lee & Associates - Indianapolis
10201 N. Illinois Street
Indianapolis, IN 46290-1114 |
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Austin
1221 S MoPac Expwy, STE 310
Austin, TX 78746 |
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Lee & Associates - Dallas/Fort Worth
14950 Quorum Drive
Dallas, TX 75254 |
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Mattison Behr
CalDRE #02091054
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Lee & Associates - Los Angeles – Downtown
1201 North Main Street
Los Angeles, CA 90012 |
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Lee & Associates South Florida
7925 NW 12th Street, Suite 301
Miami, FL 33126 |
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Lee & Associates Commercial Real Estate Services
170 120th Avenue NE
Bellevue, WA 98005 |
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Ryan Bennett
CalDRE #01826517
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Lee & Associates - North San Diego
1902 Wright Place
Carlsbad, CA 92008 |
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Alex Bentley
CalDRE #02062959
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Lee & Associates - North San Diego
1902 Wright Place
Carlsbad, CA 92008 |
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Justin Bentley
SC #131046
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Lee & Associates Greenville / Spartanburg
201 W. McBee Ave.
Greenville, SC 29601 |
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Kevin Bentley, SIOR
SC #37618
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Lee & Associates Greenville / Spartanburg
201 W. McBee Ave.
Greenville, SC 29601 |
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P. Randall Bentley, SIOR, CCIM
SC #2953 | NC #139403
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Lee & Associates Greenville / Spartanburg
201 W. McBee Ave.
Greenville, SC 29601 |
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Lee & Associates - North Los Angeles
5707 Corsa Avenue
Westlake Village, CA 91362 |
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Lee & Associates - North Los Angeles
2775 N. Ventura Rd.
Oxnard, CA 93036 |
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John Berger
CalDRE #01799514
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Lee & Associates - Pasadena
1055 E. Colorado Blvd.
Pasadena, CA 91106 |
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Lee & Associates Idaho, LLC
1161 W. River St.
Boise, ID 83702 |
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Lee & Associates - Western Pennsylvania
11 Stanwix St
Pittsburgh, PA 15222 |
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Stevie Berman
CalDRE #02242051
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Lee & Associates - North San Diego
1902 Wright Place
Carlsbad, CA 92008 |
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Lee & Associates | Naples - Ft. Myers
7400 Trail Boulevard
Naples, FL 34108 |