Corporate Advisory


Project development and financial advisory for real estate developer.


  • Successful developer wanted to diversify holdings in rental properties and attract an expanded pool of investors.
  • Limited history of development in multi-family space.
  • Prior development work done largely with only one or two investors in any one project.


  • Developing an investment model and structure that could attract multiple investors.
  • Assisted with identifying multi-family site locations.
  • Identified potential investors that invested $1.5 million.
  • Negotiated non-recourse construction financing of $3.5 million.
  • Negotiated non-recourse permanent financing of $4.1 million.


  • 48 unit multi-family apartment complex completed.