POINTS OF DIFFERENTIATION
I-Banking vs. Brokerage/Marketing
HIGH-TOUCH, TRANSPARENT AND VALUE-ADDED EXECUTION PROCESS, NOT MASS MARKETING.
With the capital markets in continual flux, an unfiltered data distribution strategy will not get a deal done. For clients not used to tapping certain constituencies of the capital markets, broad-blast or multiple placement efforts can easily “pollute” a transaction making success a remote possibility.
We do not act as a listing service by shopping a client’s package to everyone in our database. We thoroughly evaluate all key issues, flag potential hurdles and structure appropriate mitigants. Thereafter, we position deals in the most conducive manner possible to the most appropriate capital sources.
Full Spectrum vs. Limited Perspective
AGNOSTIC TO CAPITAL STACK, GEOGRAPHY AND ASSET CLASS, NOT MYOPIC VIEW.
Capital is not a fungible asset in all situations. The markets are ever-evolving and inexorably interconnected. Leverage, duration, risk tolerance and pricing affect all participants of the capital stack. The nature of the provider (balance sheet, securitized, private, public, etc.) will dictate how they interact with one another and must be matched accordingly to coincide with the financing strategy for the asset. The bottom line is that intermediaries that do not understand how the participants of a capital continuum impact each other simply cannot provide the best representation for a client.
Select Proprietary Solutions vs. Third Party
HIGHLY SPECIALIZED CAPITAL SOLUTIONS ARE PROVIDED IN HOUSE RATHER THAN FARMED OUT TO NON CONTROLLED PROVIDERS.
We are market leaders in unique and innovative proprietary capital solutions for commercial real estate projects. With no clearance market for bifurcated transactions, we independently curate, structure and execute on bespoke ground lease opportunities. Due to the nuanced non-financial legislative nature of C-PACE transactions, we sought out and partnered with the leading player in the space to partner with to avoid potential pitfalls that a third party might be susceptible to.
Full Deal Cycle vs. Introduction Service
ACTING AS AN OUTSOURCED CFO, WE ARE A RELENTLESS ADVOCATE AND ADVISOR FROM START TO FINISH, NOT JUST A CAPITAL DATING APP.
As a stakeholder in the successful closing of your transaction, we are inordinately hands on during the post term sheet closing process. We coordinate communication and document flow, make sure third parties are ordered and deal with issues as they come up. Our goal is to make sure nothing falls through the cracks or acts as an impediment to closing. We’re there to fix problems from start to finish.