The company provides the following investment, finance and advisory services:
Company clients have included:
- Tarragon Realty Advisors, Inc.
- The Broe Companies
- Rochdale Investment Management, LLC
- Lynch Investments, LLC
- MK Enterprises, Inc.
- MLP Real Estate Securities, Inc.
- Rhodes Companies, LLC
- First Citizens Bank
- Pine Capital
Sample of Completed Transactions
- Organizational, financial and tax structuring for a new real estate investment subsidiary of a large real estate construction firm.
- Brokerage sale for $6,300,000 of a 150 unit independent living facility in Fort Wayne, IN.
- Acquisition and equity investment of a 60,000 sq. ft. industrial building in Dallas, TX for $7,100,000.
- Financing placement of $21,500,000 for the land and horse racetrack in Orange County, CA.
- Securitized loan sale of $90,000,000 for a portfolio of commercial mortgages for a life insurance company.
- Underwriting and property analysis for more than $700,000,000 of loans in commercial mortgage backed securities pools.
- Financial and tax structuring for a department store REIT spinoff.
Minimum transaction size is $5,000,000.