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Multi-Family
Location: Palmer, AK
Loan Amount: $1,095,000

Details: 12-Unit. Refinance of construction debt, with additional cash-out to finance future investment opportunity.
10/10/30 Year Fixed Financing.

Boat & RV Storage
Location: Houston, TX
Loan: $8,700,000

Details: 700+ Units. Refinance of construction debt with substantial cash-out to be utilized for future investments.
7/10/25 Year Fixed Financing.

Multi-Family
Location: Ft Myers, FL
Loan: $900,000

Details: 10-Units. Recently renovated and stabilized. 70% LTV Cash-Out Refinance to be utilized for future investment opportunities. Repeat Borrower.
10/10/30 Fixed Financing.

Single Tenant Light Industrial
Location: Austin, TX
Loan: $1,360,000

Details: Owner-Occupied, Consolidation Refinance with additional Cash-Out proceeds to support working capital needs. Double digit reduction in cost of capital.
5/5/25 Fixed Financing.

Mixed-Use
Location: Ocala, FL
Loan: $875,000

Details: 18-Unit Mixed-Use property including Retail, Office, and Apartments. Numerous “turn-down’s” by local lenders. 65% LTV Cash-Out Refinance.
30 Year Fixed Rate Financing.

Multi-Tenant Retail
Location: Houston, TX
Loan: $1,750,000

Details: 30-Units. Recently renovated and stabilized. 70% LTV Cash-Out Refinance to be utilized for future investment opportunities. Repeat Borrower.
30 Year Fixed Rate Financing.

Single Tenant Light Industrial
Location: Bossier City, LA
Loan: $1,223,000

Details: Long Term Credit Tenant, Rate & Term Refinance to lock in low fixed rate beyond initial lease term maturity. No Prepayment Penalty.
10/10/20 Fixed Financing.

Investment Residential Portfolio
Location: Boston, MA
Loan: $6,500,000

Details: 13 Properties totaling 33-Rental Units. Cash-Out Refinance to be utilized to expand the portfolio. Interest-only repayment for first 5 Years.
5/10/30 Fixed Financing.

Self-Storage
Location: Houston, TX
Loan: $980,000

Details: 112-Units. Recent Purchase with limited seasoning. 70% LTV Cash-Out Refinance for property improvements and future real estate purchases.
30 Year Fixed Rate Financing.

Single Tenant Light Industrial
Location: Cincinnati, OH
Loan: $1,630,000

Details: Owner Occupied, Consolidation Refinance reducing overall debt service by >$100,000/yr. 70% LTV. No Prepayment Penalty.
5/10/25 Fixed Financing.

Single Tenant Retail
Location: Plattsburgh, NY
Loan: $1,500,000

Details: Long Term Credit Tenant, Cash-Out. Refinance to be utilized for future investment opportunities. No Prepayment Penalty.
5/10/25 Fixed Financing.

Multi-Tenant Medical Office
Location: Queens, NY
Loan: $2,175,000

Details: Recently constructed with unseasoned Rent Roll, Consolidation Refinance reducing overall debt service by >$120,000/yr. No Prepayment Penalty.
5/5/25 Fixed Financing.

Multi-Tenant Retail
Location: San Antonio, TX
Loan: $2,756,000

Details: 65% LTV Bridge Refinance to retire existing bank debt and tax liabilities while awaiting eventual sale. Recently repositioned property from Single, Owner-Occupant to Multi-Tenant.

Multi-Tenant Flex-Space
Location: Bedford, NH
Loan: $1,200,000

Details: Recently transitioned Rent Roll generating significant increase in NOI. 70% LTV Cash-Out. Refinance for CapEX and general working capital.
10/15/25 Fixed Financing.

Self-Storage
Location: Oakdale, NY
Loan: $3,900,000

Details: 280-Units. Recently improved and stabilized Rent Roll. Cash-Out Refinance to be utilized for future investment opportunities. Repeat Borrower.
5/10/30 Fixed Financing.