Capital Strategies for Real-World Challenges.
Explore representative situations that illustrate how thoughtful capital strategy can help address complex real estate and business objectives across a range of industries.
Approaching Maturity in a Changing Capital Market.
Situation
A multifamily owner faced an upcoming loan maturity in a materially different financing environment from when the debt was originated.
Capital Considerations
- Property performance
- Current leverage
- Debt service
- Available capital sources
- Sponsor objectives
Potential Strategy
Evaluate refinancing and recapitalization alternatives across appropriate capital channels.
Completing the Capital Stack for a Landmark Development.
Situation
A sponsor needed to complete the capital stack for a ground-up development in a dynamic construction cost environment.
Capital Considerations
- Total project cost
- Construction timeline
- Pre-leasing requirements
- Sponsor equity
- Lender appetite and structure
Potential Strategy
Identify and structure a combination of construction debt, preferred equity and potential JV equity to support the development business plan.
Repositioning a Mixed-Use Asset for Long-Term Growth.
Situation
An owner sought to refinance and reposition a mixed-use asset to support long-term ownership and value creation.
Capital Considerations
- Asset performance across multiple uses
- Lease rollover and tenant mix
- Refinancing proceeds and future capital needs
- Market fundamentals
- Flexible capital structures
Potential Strategy
Evaluate refinancing and additional capital options to optimize the capital structure and support the sponsor's long-term strategy.