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

Creating a Joint Venture for Ground-Up Construction in Brooklyn, NY

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:

  1. Identify and understand clients’ goals, both short- and long-term
  2. Perform comprehensive financial modeling through reviewing and analyzing the asset’s past operating performance and near-term projected performance
  3. Create a lender-friendly, comprehensive loan submission, competitively bid to targeted lenders
  4. Provide expert negotiation with financing terms while selecting the best lender or investor to meet financing objectives
  5. 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

PERMANENT MORTGAGES
Fixed rate amortizing debt arranged through commercial and savings banks, life companies and pension funds to finance stabilized assets of all product types, with typical maturities of five, seven and ten years.
CONSTRUCTION LOANS
Floating interest rates, typically tied to SOFR or Prime, with no amortization. Flexible term plus extensions consistent with specific development timeline of the project. Ground-up, substantial rehabilitation or adaptive reuse projects. Interest reserves built into the loan structure eliminating future equity requirements for the Borrower.
BRIDGE FINANCING
Typically floating over SOFR, interest only interim loans for acquisition or renovation of existing assets. Provisions for additional earnouts predicated on “Value Creation” are commonplace. Reserves are created to minimize or eliminate additional equity investment by the Borrower during the loan term. Ability to artificially fix interest rate via a rate cap. Private credit, bank and life company execution available.
COMMERCIAL MORTGAGE BACKED SECURITIES (CMBS)
Fixed rate, long-term mortgage alternative to traditional permanent mortgages. This type of financing is best utilized for high quality assets or portfolios with strong, sustainable cash flows. Ability to solve for a DSCR based on I/O payments. 5- or 10-yr terms available. Non-Recourse.
MEZZANINE & PREFERRED EQUITY
Financing for a Borrower looking to increase leverage to asset value and/or amplify returns to existing equity stakeholders. As this financing is subordinate to the first mortgage, an inter-creditor agreement is often required to secure the second position’s legal rights. Interest coupons are significantly higher and may reach the mid-teens depending on the specifics of the transaction. The term never exceeds that of the first mortgage maturity.
RECAPITALIZATION
This may be as simple as replacing a maturing mortgage loan or more complicated scenarios warranted by a significant change in the property profile necessitating a different loan structure to match the current needs.
DISCOUNTED PAY-OFF (DPO)
There are circumstances when a lender is willing to consider a loan pay-off for less than is owned. In these situations, it is preferable to have an advisor/intermediary experienced in such transactions to represent ownership in the negotiation of terms most advantageous to the ownership.
LAND LOANS
Often in anticipation of a future development project, land must be acquired by the developer prior to the commencement of the entitlement process. Attracting accretive debt requires an understanding of the business plan, including take-out (construction financing and an ability to communicate this to prospective lenders.
Christie Abbott
310.899.2723 | Email | View Profile | View Listings
Lee & Associates West Los Angeles
1508 17th Street
Santa Monica, CA 90404
Corey Abdo
646.723.4704 | Email | View Profile | View Listings
Lee & Associates - New York
1211 Avenue of the Americas
New York, NY 10036
Ryan Abel CalDRE #01465094
415.854.2774 | Email | View Profile | View Listings
Lee & Associates - San Francisco
242 California Street
San Francisco, CA 94111
Chris Aberg
206.773.2683 | Email | View Profile | View Listings
Lee & Associates Commercial Real Estate Services
170 120th Avenue NE
Bellevue, WA 98005
Michael Abernathy CalDRE #00992009
858.713.9305 | Email | View Profile | View Listings
Lee & Associates - San Diego, Inc.
6310 Greenwich Drive
San Diego, CA 92122
Jeff Abramson CalDRE #00956805
760.929.7835 | Email | View Profile | View Listings
Lee & Associates - North San Diego
1902 Wright Place
Carlsbad, CA 92008
Ammar Abu-Hamda
531.721.2888 | Email | View Profile | View Listings
Lee & Associates - Nebraska
200 South 21st Street
Lincoln, NE 68510
Trip Ackerman, SIOR
404.442.2430 | Email | View Profile | View Listings
Lee & Associates - Atlanta
3500 Lenox Road
Atlanta, GA 30326
Nick Adamczyk
602.474.9513 x1513 | Email | View Profile | View Listings
Lee & Associates - Arizona
5090 North 40th Street
Phoenix, AZ 85018
Michael Adams
773.355.5808 | Email | View Profile | View Listings
Lee & Associates - Chicago
9450 West Bryn Mawr Avenue
Rosemont, IL 60018
Cori Adcock
531.721.2888 | Email | View Profile | View Listings
Lee & Associates - Nebraska
12020 Shamrock Plaza
Omaha, NE 68154
Frank Adler CalDRE #01000048
949.724.4735 | Email | View Profile | View Listings
Lee & Associates - Newport Beach
100 Bayview Circle
Newport Beach, CA 92660
Charles Adolphe CalDRE #00915194
858.713.9319 | Email | View Profile | View Listings
Lee & Associates - San Diego, Inc.
6310 Greenwich Drive
San Diego, CA 92122
Noel Aguirre CalDRE #01263417
562.354.2526 | Email | View Profile | View Listings
Lee & Associates Los Angeles - Long Beach, Inc.
5000 E Spring Street
Long Beach, CA 90815
Sean Ahern CalDRE #01081324
949.724.4733 | Email | View Profile | View Listings
Lee & Associates - Newport Beach
100 Bayview Circle
Newport Beach, CA 92660
Mohammed "Moe" Al-Thihabawy
248.567.8021 | Email | View Profile | View Listings
Lee & Associates - Michigan
26555 Evergreen Road
Southfield, MI 48076
Dustin Albers
773.355.3031 | Email | View Profile | View Listings
Lee & Associates - Chicago
9450 West Bryn Mawr Avenue
Rosemont, IL 60018
Ryan Aleinikoff
425.818.2654 | Email | View Profile | View Listings
Lee & Associates Commercial Real Estate Services
170 120th Avenue NE
Bellevue, WA 98005
Stone Alexander
919.591.2275 | Email | View Profile | View Listings
Lee & Associates Raleigh-Durham-Wilmington
100 Walnut Street
Cary, NC 27511
Travis Allan CalDRE #01482126
562.568.2023 | Email | View Profile | View Listings
Lee & Associates Industry, Inc.
13181 Crossroads Parkway North
City of Industry, CA 91746
Jesse Allen CalDRE #01047487
323.922.3756 | Email | View Profile | View Listings
Lee & Associates - Los Angeles – Downtown
1201 North Main Street
Los Angeles, CA 90012
Jeff Allen CalDRE #01313074
805.801.7676 | Email | View Profile | View Listings
Lee & Associates Central California
668 Marsh Street
San Luis Obispo, CA 93401
Matthew Allen, JD
267.664.1699 | Email | View Profile | View Listings
Lee & Associates | Naples - Ft. Myers
11215 Metro Parkway
Fort Myers, FL 33966
Randall Allman
248.351.3500 | Email | View Profile | View Listings
Lee & Associates - Michigan
26555 Evergreen Road
Southfield, MI 48076
Mason Alsbrooks, SIOR, CCIM TX #697478
713.744.7417 | Email | View Profile | View Listings
Lee & Associates - Houston
10497 Town and Country Way
Houston, TX 77024
Ethan Amar
786.487.3883 | Email | View Profile | View Listings
Lee & Associates South Florida
700 W Hillsboro Blvd, Suite 4-203
Broward/Palm Beach, FL 33441
Ian Ameche
310.899.2748 | Email | View Profile | View Listings
Lee & Associates West Los Angeles
1508 17th Street
Santa Monica, CA 90404
Schaefer Amos
972.934.4012 | Email | View Profile | View Listings
Lee & Associates - Dallas/Fort Worth
14950 Quorum Drive
Dallas, TX 75254
Keith Anderson CalDRE #01513059 | CalDRE #01513059
909.373.2912 | Email | View Profile | View Listings
Lee & Associates - Ontario
3535 Inland Empire Blvd
Ontario, CA 91764
John Anderson
972.934.4053 | Email | View Profile | View Listings
Lee & Associates - Dallas/Fort Worth
14950 Quorum Drive
Dallas, TX 75254
Matthew Androwich
773.355.3018 | Email | View Profile | View Listings
Lee & Associates - Chicago
9450 West Bryn Mawr Avenue
Rosemont, IL 60018
Michael Androwich Jr.
773.355.3047 | Email | View Profile | View Listings
Lee & Associates - Chicago
9450 West Bryn Mawr Avenue
Rosemont, IL 60018
Rick Anesi
773.355.3043 | Email | View Profile | View Listings
Lee & Associates - Chicago
9450 West Bryn Mawr Avenue
Rosemont, IL 60018
Kjersten Angell
212.776.1261 | Email | View Profile | View Listings
Lee & Associates - New York
1211 Avenue of the Americas
New York, NY 10036
Jake Annan
602.474.9502 | Email | View Profile | View Listings
Lee & Associates - Arizona
5090 North 40th Street
Phoenix, AZ 85018
Al Apuzzo CalDRE #01323215
760.448.2442 | Email | View Profile | View Listings
Lee & Associates - North San Diego
1902 Wright Place
Carlsbad, CA 92008
Victor Aquilina CalDRE #01936761
760.448.1370 | Email | View Profile | View Listings
Lee & Associates - North San Diego
1902 Wright Place
Carlsbad, CA 92008
Greg Archer CalDRE #00865994
559.269.0097 | Email | View Profile | View Listings
Lee & Associates Central California
5401 Business Park South, Suite 122
Bakersfield, CA 93309
Jake Arellano, GLS
562.568.2088 | Email | View Profile | View Listings
Lee & Associates Industry, Inc.
13181 Crossroads Parkway North
City of Industry, CA 91746
Tim Arguello CalDRE #01055859
949.724.4750 | Email | View Profile | View Listings
Lee & Associates - Newport Beach
100 Bayview Circle
Newport Beach, CA 92660
Alfredo Arguello CalDRE #02015175
951.445.4522 | Email | View Profile | View Listings
Lee & Associates - Riverside
25240 Hancock Avenue
Murrieta, CA 92562
Ian Armbruster CalDRE #02151900
909.373.2903 | Email | View Profile | View Listings
Lee & Associates - Ontario
3535 Inland Empire Blvd
Ontario, CA 91764
Chris Armes CalDRE #01379750
760.613.9200 | Email | View Profile | View Listings
Lee & Associates - North San Diego
1902 Wright Place
Carlsbad, CA 92008
Nathan Arnold, CCIM MN #20153149
612.578.2848 | Email | View Profile | View Listings
Lee & Associates - Twin Cities
1601 Utica Avenue South
Minneapolis, MN 55416
Matthew Artukovich CalDRE #01188251
323.767.2033 | Email | View Profile | View Listings
Lee & Associates Industry, Inc.
5675 Telegraph Rd
Commerce, CA 90040
Anita Artukovich CalDRE #00851588
323.767.2103 | Email | View Profile | View Listings
Lee & Associates Industry, Inc.
5675 Telegraph Rd
Commerce, CA 90040
Clarke Attaway SC #110474
843.793.6957 | Email | View Profile | View Listings
Lee & Associates Charleston
960 Morrison Drive
Charleston, SC 29403
Michael Avendano FL #SL3323947
305.484.4666 | Email | View Profile | View Listings
Lee & Associates South Florida
7925 NW 12th Street, Suite 301
Miami, FL 33126
Tyler Avers
404.442.2874 | Email | View Profile | View Listings
Lee & Associates - Atlanta
3500 Lenox Road
Atlanta, GA 30326
Patrick Ayau
310.899.2712 | Email | View Profile | View Listings
Lee & Associates West Los Angeles
1508 17th Street
Santa Monica, CA 90404
Dan Bacani CalDRE #01385413
626.240.2781 | Email | View Profile | View Listings
Lee & Associates - Pasadena
1055 E. Colorado Blvd.
Pasadena, CA 91106
Peter Bacci CalDRE #00946253
323.767.2022 | Email | View Profile | View Listings
Lee & Associates Industry, Inc.
5675 Telegraph Rd
Commerce, CA 90040
Dan Badenhausen
732.369.5909 | Email | View Profile | View Listings
Lee & Associates - WBE, LLC
110 Fieldcrest Avenue
Edison, NJ 08837
Christian Baena FL #SL3389402
954.682.4030 | Email | View Profile | View Listings
Lee & Associates South Florida
7925 NW 12th Street, Suite 301
Miami, FL 33126
Olivia Baffert CalDRE #02211874
760.448.1376 | Email | View Profile | View Listings
Lee & Associates - North San Diego
1902 Wright Place
Carlsbad, CA 92008
Sara Bago
206.773.2675 | Email | View Profile | View Listings
Lee & Associates Commercial Real Estate Services
320 W Galer Street
Seattle, WA 98119
David Bailey TN #357100
615.866.1138 x1138 | Email | View Profile | View Listings
Lee & Associates - Nashville
333 Commerce Street
Nashville, TN 37201
James Bailey
919.576.2514 | Email | View Profile | View Listings
Lee & Associates Raleigh-Durham-Wilmington
100 Walnut Street
Cary, NC 27511
James Bakker, CCIM SC #88584
843.203.1060 | Email | View Profile | View Listings
Lee & Associates Charleston
960 Morrison Drive
Charleston, SC 29403
David Bales CalDRE #01388502
310.279.6379 | Email | View Profile | View Listings
Lee & Associates Industry, Inc.
5675 Telegraph Rd
Commerce, CA 90040
Erica Balin CalDRE #01481476
818.444.4912 | Email | View Profile | View Listings
Lee & Associates - North Los Angeles
5707 Corsa Avenue
Westlake Village, CA 91362
Jason Bantel, CCIM FL #SL666097
321.281.8509 | Email | View Profile | View Listings
Lee & Associates Central Florida
1017 E. South Street
Orlando, FL 32801
Brian Barden CalDRE #01439766
510.903.7616 | Email | View Profile | View Listings
Lee & Associates - Oakland
555 12th Street
Oakland, CA 94607
Ryan Barichello
604.630.3371 | Email | View Profile | View Listings
Lee & Associates - Vancouver
475 West Georgia Street
Vancouver, BC V6B 4M9
Miles Barkley, Sr. SC #2314
843.793.6950 | Email | View Profile | View Listings
Lee & Associates Charleston
960 Morrison Drive
Charleston, SC 29403
Gary Barlow
239.877.4980 | Email | View Profile | View Listings
Lee & Associates | Naples - Ft. Myers
7400 Trail Boulevard
Naples, FL 34108
Zack Barnes CalDRE #01971978
510.903.7619 | Email | View Profile | View Listings
Lee & Associates - Oakland
555 12th Street
Oakland, CA 94607
Daniel Barnes
314.400.4004 | Email | View Profile | View Listings
Lee & Associates - St. Louis, LLC
1 McBride & Son Center Drive Suite 140
St. Louis, MO 63005
Chris Barnett CalDRE #00924416
949.724.4706 | Email | View Profile | View Listings
Lee & Associates - Newport Beach
100 Bayview Circle
Newport Beach, CA 92660
Travis Barnett CalDRE #02069500
949.790.3145 | Email | View Profile | View Listings
Lee & Associates - Irvine
9838 Research Drive
Irvine, CA 92618
Mo Barry
531.721.2888 | Email | View Profile | View Listings
Lee & Associates - Nebraska
12020 Shamrock Plaza
Omaha, NE 68154
Brian Barson CalDRE #01945282
949.724.4717 | Email | View Profile | View Listings
Lee & Associates - Newport Beach
100 Bayview Circle
Newport Beach, CA 92660
TC Bartoszek OH #SAL.2014000103 | KY #222437
513.588.1840 | Email | View Profile | View Listings
Lee & Associates Cincinnati
10260 Alliance Road
Cincinnati, OH 45242
Grant Basran
604.630.3376 | Email | View Profile | View Listings
Lee & Associates - Vancouver
475 West Georgia Street
Vancouver, BC V6B 4M9
Reid Bassinger, SIOR
972.934.4013 | Email | View Profile | View Listings
Lee & Associates - Dallas/Fort Worth
14950 Quorum Drive
Dallas, TX 75254
Allen Basso CalDRE #01298152
949.790.3130 | Email | View Profile | View Listings
Lee & Associates - Irvine
9838 Research Drive
Irvine, CA 92618
Pete Batschelet, SIOR
602.912.3522 | Email | View Profile | View Listings
Lee & Associates - Arizona
5090 North 40th Street
Phoenix, AZ 85018
John Battle, SIOR CalDRE #00700493
818.444.4908 | Email | View Profile | View Listings
Lee & Associates - North Los Angeles
5707 Corsa Avenue
Westlake Village, CA 91362
John Bauder, CCIM
253.238.0043 | Email | View Profile | View Listings
Lee & Associates Commercial Real Estate Services
950 Pacific Avenue
Tacoma, WA 98402
David Bauman, SIOR, CCIM NV #S.0182687
702.490.0694 | Email | View Profile | View Listings
Lee & Associates Las Vegas
8708 Spanish Ridge Avenue
Las Vegas, NV 89148
Kevin Bayless CalDRE #01788899
949.790.3142 | Email | View Profile | View Listings
Lee & Associates - Irvine
9838 Research Drive
Irvine, CA 92618
James Bayley
604.630.3385 | Email | View Profile | View Listings
Lee & Associates - Vancouver
475 West Georgia Street
Vancouver, BC V6B 4M9
Steve Beals
317.218.1039 | Email | View Profile | View Listings
Lee & Associates - Indianapolis
10201 N. Illinois Street
Indianapolis, IN 46290-1114
Mitchell Becker
512.410.8265 | Email | View Profile | View Listings
Austin
1221 S MoPac Expwy, STE 310
Austin, TX 78746
Chris Beggins
972.934.4032 | Email | View Profile | View Listings
Lee & Associates - Dallas/Fort Worth
14950 Quorum Drive
Dallas, TX 75254
Mattison Behr CalDRE #02091054
323.922.5176 | Email | View Profile | View Listings
Lee & Associates - Los Angeles – Downtown
1201 North Main Street
Los Angeles, CA 90012
Garrick Benabe
954.993.5520 | Email | View Profile | View Listings
Lee & Associates South Florida
7925 NW 12th Street, Suite 301
Miami, FL 33126
Scott Bendorf
206.773.2693 | Email | View Profile | View Listings
Lee & Associates Commercial Real Estate Services
170 120th Avenue NE
Bellevue, WA 98005
Ryan Bennett CalDRE #01826517
760.448.2449 | Email | View Profile | View Listings
Lee & Associates - North San Diego
1902 Wright Place
Carlsbad, CA 92008
Alex Bentley CalDRE #02062959
760.448.2492 | Email | View Profile | View Listings
Lee & Associates - North San Diego
1902 Wright Place
Carlsbad, CA 92008
Justin Bentley SC #131046
864.704.1040 | Email | View Profile | View Listings
Lee & Associates Greenville / Spartanburg
201 W. McBee Ave.
Greenville, SC 29601
Kevin Bentley, SIOR SC #37618
864.704.1040 | Email | View Profile | View Listings
Lee & Associates Greenville / Spartanburg
201 W. McBee Ave.
Greenville, SC 29601
P. Randall Bentley, SIOR, CCIM SC #2953 | NC #139403
864.704.1040 | Email | View Profile | View Listings
Lee & Associates Greenville / Spartanburg
201 W. McBee Ave.
Greenville, SC 29601
Matt Benwitt
818.444.4964 | Email | View Profile | View Listings
Lee & Associates - North Los Angeles
5707 Corsa Avenue
Westlake Village, CA 91362
Deena Benz
805.626.1227 | Email | View Profile | View Listings
Lee & Associates - North Los Angeles
2775 N. Ventura Rd.
Oxnard, CA 93036
John Berger CalDRE #01799514
626.240.2779 | Email | View Profile | View Listings
Lee & Associates - Pasadena
1055 E. Colorado Blvd.
Pasadena, CA 91106
Michael L. Bergmann, SIOR
208.319.1010 | Email | View Profile | View Listings
Lee & Associates Idaho, LLC
1161 W. River St.
Boise, ID 83702
JEB Berlin
412.339.2442 | Email | View Profile | View Listings
Lee & Associates - Western Pennsylvania
11 Stanwix St
Pittsburgh, PA 15222
Stevie Berman CalDRE #02242051
760.448.2446 | Email | View Profile | View Listings
Lee & Associates - North San Diego
1902 Wright Place
Carlsbad, CA 92008
Biagio Bernardo
239.402.3847 | Email | View Profile | View Listings
Lee & Associates | Naples - Ft. Myers
7400 Trail Boulevard
Naples, FL 34108