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$618,750 – Refinance – Multifamily
Napa Valley, CA For this returning client, we were tasked with figuring out a refinance with challenges. The goal was to stabilize a recently-purchased rental property, but the cash flow as it stood would not support a cash-out refinance. With a little creative...
$2,595,000 – No-Collateral SBA Loan – Tech Company
Headquartered in Florida Our client, a VOIP network owner-operator, is way ahead of the game with more than 4 U.S. Business Patents on their technology. This VOIP company raised $3 million in private equity to turn their network into cloud-based system - reducing...
$945,000 – CRE Refi – Retail
Kissimmee, FL This business owner originally purchased a business and its building with private/owner financing. After paying off and selling the business, he wanted to obtain a permanent loan to pay off the rest of the building. The building was pretty strong - a...
$543,750 – CRE Purchase
Merritt Island, FL Part of this pharmacy's success was its prime location on the corner of a busy commerce location. When the building's owner wanted to sell, the established pharmacy had to make a decision - purchase the location that their customers had been going...
$1,620,000 – Business and CRE Purchase
Phoenix, AZ & Salt Lake City, UT This client was looking to purchase a competitor's 30-year old, privately-owned home hospice care and staffing company AND its commercial real estate in 2 different states (from its original founder/owner). However, the business he...
$1,846,000 – Conventional Refi – Dental Office
Brandon, FL This 20-year practicing dentist thought that he finally found his dream office! The bank was all too happy to bury him in a 5-year senior mortgage, with a 5% per year prepayment penalty -- and they promised to fund the necessary renovations to convert the...
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