Our Legacy

Two decades of institutional excellence

From boutique advisory to national platform, CapitalStone's evolution reflects our commitment to relationship-driven growth and institutional rigor.

Our Story

Built on a foundation of trust and expertise

CapitalStone Financial was founded on the principle that commercial real estate finance requires more than transactional expertise it demands deep market knowledge, institutional relationships, and unwavering commitment to client success.

The Foundation

In 2001, a team of seasoned professionals recognized a fundamental gap in the commercial real estate finance market: the need for sophisticated capital solutions delivered with transparency, consistency, and deep market expertise. What began as a boutique advisory firm in New York has evolved into a national platform with eight regional offices.

Growth Through Relationships

Our growth has been deliberate, not opportunistic. We expanded geographically only after establishing deep roots in each market. We added product capabilities based on client demand, not market hype. And we maintained our commitment to relationship-driven business even as transaction volumes increased.

Institutional Partnerships

Today, we maintain institutional partnerships with leading lenders and investors, and a reputation for structuring complex transactions that others decline or cannot execute. Our success is built on the foundation of trust, expertise, and unwavering commitment to our clients' success.

Our Evolution

Key milestones that shaped our journey from boutique advisory to institutional platform.

Founding Vision

CapitalStone Financial was established with a clear vision: to provide transparent, consistent, and deeply expert capital solutions in a market often lacking all three. Our founding team focused on debt placement for multifamily and office assets, building the foundation for institutional relationships that would define our success.

From day one, we prioritized relationship-driven business over transactional volume, establishing the principles that continue to guide our operations today.

Strategic Expansion

Recognizing the need for local market expertise, we embarked on a deliberate geographic expansion across key North American markets. This period saw the establishment of regional offices in major metropolitan areas, each staffed with experienced professionals who brought deep local market knowledge.

Our expansion was driven by client demand and a commitment to establishing genuine roots in each new market, rather than simply opening satellite offices.

Platform Development

Building on our debt placement success, we launched our equity co-investment platform to meet growing sponsor demand for capital partnerships. This expansion included preferred equity structures, joint venture opportunities, and recapitalization solutions.

We also developed our structured finance capabilities, enabling us to handle increasingly complex transactions that required creative capital solutions beyond traditional debt and equity.

Institutional Recognition

Our consistent performance and relationship-first approach earned recognition from industry publications and institutional investors. We've been featured in leading real estate finance publications and recognized for our advisory excellence.

Today, we're established as a trusted institutional partner, managing over $24 billion in capital deployment across North America while maintaining the boutique-level service that defined our founding vision.

Our Values

Principles that guide our journey

These core values have remained constant throughout our evolution, shaping every decision and relationship.

Transparency

We communicate openly about challenges, timelines, and realistic outcomes. No client should be surprised by our process or results. Our transparency extends to fee structures, market insights, and regular communication protocols that keep clients informed throughout every stage of the investment process.

Expertise

Our team members average 15+ years of experience in commercial real estate finance. We hire for expertise, not volume. This depth of experience enables us to navigate complex market conditions, structure innovative solutions, and provide strategic guidance across all major asset classes and market cycles.

Alignment

When we invest our own capital, we ensure our interests align perfectly with our clients and partners. This alignment is reflected in our fee structures, governance rights, and decision-making processes, ensuring that our success is directly tied to our clients' success.

Long-Term Perspective

We optimize for relationships measured in decades, not transactions measured in months. Our long-term approach is evident in our 75% client retention rate and team stability, with average tenure of over 8 years.

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