Equity Finance

Our domestic and offshore capital relationships provide equity for qualified sponsors across the United States.

General guidelines for equity financing

JV Equity

$2,000,000 – $50,000,000

  • Preferred asset classes include multifamily, manufactured housing, retail, self-storage, office, and limited-service hotel
  • LP and/or Co-GP equity available; Co-GP funding may be as low as $250,000
  • Funds available for value add acquisitions, recapitalization, or development
  • Up to 90% equity contributions
  • Holding period of 3 – 5 years
  • Pari passu returns before any promote vary
  • Promote structure varies depending on the initial equity split and hurdles

Mezzanine/Preferred Equity

$5,000,000 – $30,000,000

  • Preferred asset classes include multifamily, manufactured housing, retail, office, industrial, and hospitality
  • Funds available for acquisition, recapitalization, and some development transactions
  • Smaller balance funding is available on a case-by-case basis
  • Up to 90% of the total capital stack
  • Fixed or floating rate
  • Coterminous with senior debt
  • A pledge of partnership interests may be required

Sponsorship

General Criteria

  • Proven track record
  • Assets currently under management
  • Experienced team in place
  • Institutional reporting capability
  • A pipeline of potential new transactions
  • Good credit standing

Capital Sources

Types of Equity Financing Relationships

  • Private equity groups
  • Family offices
  • Equity funds
  • Institutional equity investors
  • Offshore investment groups

Find out how we can finance your next transaction

Call us at
+1 (646) 470-7316 or