Debt Refinance:
Real Estate Developer

Assist a well-established, family-owned real estate developer with the refinance of current debt


Negotiate with current bank or identify a bank that would have an appetite for the refinance of a long-term note with minimal disruption, and while keeping reputation and relationships intact.


  • Loan & Banking Placement Services
  • Investment Commercial Real Estate


Secured a 1 ½% rate reduction on >$5.6MM in existing loans with no change in stated maturity dates.  Limited documentation was required.