Begin the conversation
Our underwriting process begins with a detailed conversation about your asset, your business plan, and your capital requirements. We do not use automated quoting systems or algorithmic pre-approvals.
What to expect
Our team will review your submission within 24-48 business hours and provide preliminary feedback on feasibility, structure, and next steps.
Submit Your Information
Complete the inquiry form below with as much detail as possible. All information is confidential.
Initial Review
Our team conducts preliminary analysis and determines if we can add value to your transaction.
Consultation Call
If there's potential fit, we schedule a call to discuss your objectives, timeline, and our process in detail.
Information to prepare
To provide meaningful feedback, we'll need comprehensive information about your property, financial performance, and capital needs.
Property Information
- Property address and market/submarket
- Property type and use (e.g., multifamily, office, retail)
- Total square footage or unit count
- Year built and recent capital improvements
- Current ownership structure and acquisition date
Financial Overview
- Current rent roll (if applicable)
- Trailing 12-month operating statement
- Historical occupancy trends
- Property tax and insurance costs
- Capital expenditure history and projections
- Current debt (if any): balance, rate, maturity, lender
Capital Request
- Loan amount requested
- Intended use of proceeds (acquisition, refinance, construction, etc.)
- Preferred loan term and amortization
- Target closing date or urgency
- Current value or purchase price
- Equity in the transaction
Sponsor Profile
- Borrowing entity name and structure
- Principal names and ownership percentages
- Experience in property type and market
- Summary of recent transactions
- Estimated liquid net worth (not required but helpful)
Loan Inquiry Form
All fields marked with * are required. Information submitted is confidential and will not be shared without your permission.
Prefer to talk first?
We're happy to discuss your needs over the phone before you submit detailed information.