Debt & Equity
A Tailored Approach to Debt and Equity Financing
With the need for creativity to overcome deal complexity and a myriad of financing options, today’s real estate investor needs more than a broker who blasts their deal to capital sources. They need an advisor who understands the intricacies of their situation, who has deep relationships with their ideal capital source and is able to craft a financing structure that will best meet their needs. Our advisory-centric approach to financing is focused on your goals, the unique attributes of the deal, and utilizes our experience with what each lender wants to see. This approach and our commitment to being hands on throughout the closing process is ultimately what allows us to execute complex transactions within demanding timelines and secure the best terms possible.
Forward-thinking Capital Solutions with Reliable Execution
To create forward-thinking capital solutions, our highly experienced debt and equity professionals leverage insight gained by our tremendous retail and mixed-use transaction volume across the U.S. and beyond. These solutions include the structure and placement of debt and equity as well as financing advisory. Personal attention to the nuances of each deal, an array of long-standing capital relationships, and creativity in executing complex transactions allow our capital markets professionals to provide a number of tailored financing options that leave you well positioned for the future.
Debt and Equity Placement and Advisory for Investors
Our debt and equity professionals help you evaluate deals and maximize returns by analyzing tenants from a lender’s perspective, securing the best terms possible and preventing re-trading at the closing table. Constant communication between us and the investment sales team throughout the escrow process and thorough management of the due diligence and closing processes leads to an efficient and predictable closing.
Debt Placement and Advisory for Owner/Occupiers
Our debt and equity expertise can be utilized by owner/occupiers to provide construction financing to develop new sites, bridge financing to lease up space, or refinancing to pull cash out and reinvest elsewhere.
Dedicated In-House Support Team
SRS’ in-house dedicated support team is focused on the analysis and marketing of assets to lenders. Each package is crafted specifically for lender types we are targeting and tells a story that highlights the unique aspects of the asset that make it an attractive investment.
Highlights of SRS’ Debt & Equity services
- Financing advisory
- Debt structure and placement
- Equity structure and placement
- Cash flow modeling
- In-house underwriting and marketing that portrays asset strengths
- Companywide insight into retail and mixed-use capital structures
- Competitive bidding environment bolstered by SRS’ long-standing reputation in retail real estate
- Loan quote matrix to compare and contrast financing options
- Skilled term sheet negotiation
- Highly controlled escrow process and coordination of third-party due diligence reporting resulting in 30-60 day close
Broad Loan Type Experience, including
- Fixed rate loans
- Floating rate loans
- Construction-to-permanent loans
- Bridge loans for value-add acquisitions
- Credit tenant lease transactions
An Array of Long-standing Capital Relationships, including
- National banks
- Regional banks
- Local banks
- Credit unions
- Conduit lenders
- Life insurance companies
- CTL lenders
- Private funds