Debt & Equity Advisory
Our fully integrated platform provides comprehensive advisory owners and operators can rely on, working collaboratively across brokerage, capital markets, lending, and equity to ensure each client benefits from national insight and local market expertise.
Structuring Debt Solutions
Our Debt division is the fastest-growing financing firm focused on the MH & RV sector, arranging debt across all viable financing channels, including Fannie Mae/Freddie Mac, CMBS, life insurance companies, bridge lenders, local banks and credit unions.
We make it easy for clients to close a loan in 45-60 days and close 99% of the loans we engage with.
Thanks to our tried and true methods, we have a strong reputation and credibility with lenders, so we know exactly who to go to for every MH & RV deal.
Services
Fannie Mae & Freddie Mac
- 5 to 30-year terms
- 30-year AM, up to full term interest-only
- Up to 80% LTV
- Non-recourse
- Best long-term interest rates
CMBS
- 5 or 10-year terms
- Full term interest-only
- Up to 75% LTC
- Non-recourse
- Highest long-term leverage
Bank Loans
- 5 or 10-year terms
- 30-year AM, partial interest-only
- Up to 80% LTC
- Recourse or partial recourse
- Flexible prepayment penalty
Bridge Loans
- 2–4 year terms
- Interest-only
- Up to 80% LTC including cap-ex
- Non-recourse
- Flexible prepayment penalty
Debt Advisory
Team
Chris San Jose is President of Lending, where he oversees the start-to-finish process of arranging loans across MHC's, RVP's, Self-Storage, and Multifamily properties. This process includes the...
Greg Ramsey is VP of Lending, where he processes financing requests by collecting property due diligence, underwriting, and preparing loan request packages for submission to lenders. He also manages...
Request a Loan Quote
Fill out the form and we’ll source competitive term sheets for your deal.
Equity Advisory
Our Equity division helps high-quality operators find and negotiate with the perfect strategic equity partners for new acquisitions or recaps and helps institutional equity groups including family offices, life companies and pension funds meet their next operating partners for one-off deals or programmatic partnerships.
We prepare operators for market, and match them with the right capital partner, based on a dozen key criteria, including check size, investment timeline, strategy, geography, control rights, and deal structure.
Our team manages the entire process end-to-end to ensure a smooth execution and high certainty of closing.
Services
Single Investor Funds
For proven MHC and RV operators and developers
Development, Portfolio Expansion & Recapitalizations
Flexible Deal Structures
Common, preferred and joint venture equity
Equity Advisory
Team
Jake Levin
Vice President, Equity
As Director of Equity Capital Markets, Jake completes Yale’s Capital Markets division, which provides advisory and structuring services for all facets of the capital stack and ensures a vertically...
Request Equity Engagement
Share your opportunity and we’ll identify the right equity partner from our network.