500+

Sponsors that we have worked with.

~$10m

Average debt or equity financing request.

12+

Parameters through which we filter deals.

Offering memorandum overview

Our offering memorandums are built with lenders in mind. We present you with the necessary information in a comprehensible format.

Quick Facts

This section streamlines your review process by providing essential project details at a glance. Within thirty seconds, you should be able to know if the project is a fit for your programs.

Executive Summary

The executive summary captures the essence of the project in a brief and compelling manner, offering you a high-level overview of the opportunity. This highlights key selling points, such as the project's potential return on investment, market positioning, and borrower credibility.

Financials & Documents

This presents a comprehensive overview of the project's financial details, including key metrics, projections, and a breakdown of sources and uses. By summarizing the numbers in a clear and structured format, this allows you to quickly assess the financial viability and understand the capital structure of the project. This also provides easy access to downloadable supporting documents that allow you to conduct a more thorough due diligence process.

Location

The location section features a detailed map highlighting the property's geographic positioning and surrounding area, typically outlining key amenities, transportation access, demographic trends, and market dynamics.

Sponsor

The Sponsor section outlines the borrower's background, experience, and track record. This usually includes relevant achievements and past projects, showcasing expertise and proven ability to deliver on similar ventures.

Key project parameters

We identify 12 key parameters to match the right projects to your programs.

We regularly interface with our capital partners to understand their ideal deal scenarios. 

Loan Type

Use of Proceeds

Property Type

Leverage

Location

Recourse

Cost of Capital

Lien Position

Prepayment

Time to Close

Term Length

Capital Allocation

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