Frequently Asked Questions

We are a capital advisory firm. We structure the capital stack for a transaction and place the debt and equity with the lenders and investors most likely to fund it — senior debt, bridge and construction loans, mezzanine, preferred equity, joint-venture equity, and project finance for energy assets. We advise and arrange; we are not a lender, and we do not lend our own balance sheet.

Commercial real estate sponsors and operators, and energy infrastructure developers. On the real estate side that spans multifamily, build-to-rent, industrial, mixed-use, senior living, and conversion projects. On the energy side it spans generation, storage, behind-the-meter power, and data centre infrastructure.

It varies by capital type and asset class — the service pages list indicative ranges for each. Rather than screening on size alone, the more useful question is whether the transaction has a coherent business plan and a sponsor who can execute it. Send the deal and we will tell you directly whether we can help.

Advisory engagements are typically compensated on a success basis at closing, with the structure agreed in an engagement letter before we begin work. Fees vary with transaction size, complexity, and scope. We set this out in writing at the start — there are no fees you learn about later.

We provide capital advisory services — structuring transactions and arranging debt and equity financing. Nothing on this site is an offer to sell or a solicitation of an offer to buy any security. Where a transaction requires registered broker-dealer involvement, that is arranged through appropriately licensed parties.

We review it and come back to you with a read on how it could be capitalised — which structures fit, what the likely constraints are, and which capital pools are relevant. If it is not one we can help with, we say so directly rather than leaving you waiting.

Yes. Deal information you submit is treated as confidential and is not shared with capital providers without your permission. Where a transaction proceeds, we agree in advance who it goes to and in what form.

At minimum: the asset and location, what you are trying to accomplish, the amount and type of capital you need, and your timeline. If you have trailing operating statements, a rent roll, a business plan, and a sources-and-uses table, include them — a complete package gets a substantive answer rather than a list of questions.

No. It is often better to talk before you are under contract, because the achievable capital structure affects what you can pay and how you should structure the contract timeline. Early conversations are also where the most value gets added.

Yes, and quickly. A deal that cannot be financed on terms that make sense is worth knowing about in week one rather than month three. Where the problem is fixable — the gap is bridgeable, the basis needs to change, the business plan needs more time — we will tell you what would need to be true.

Yes, and the earlier the better. Twelve to eighteen months before maturity you have the full option set — refinance, extend, recapitalise, sell, or restructure. Inside ninety days you are largely choosing among what is offered to you. Our article on loan maturities walks through the five options and the timeline that determines which remain available.

Yes. Solar, storage, and energy-improvement projects on commercial assets sit in an awkward gap — energy developers understand the generation asset but not the real estate capital stack, and real estate lenders treat the generation asset as unfamiliar risk. Structuring across both is a substantial part of what we do, including C-PACE, equipment financing, and third-party ownership structures.

C-PACE is long-dated, fixed-rate capital for energy, water, and resiliency improvements, repaid through a voluntary assessment on the property tax bill that transfers to the next owner. It is available in more than twenty-five states plus the District of Columbia, subject to the local jurisdiction having an active programme. Yes, we arrange it — including managing the senior lender consent that it requires.

Our transaction work is focused on the United States. We maintain an office in Tel Aviv that handles international capital relationships, so non-US investors and partners are part of the picture on the capital side.

Register through the capital partners page with your credit box — capital types you provide, asset classes, geography, deal size, and current appetite. We match transactions to the criteria you give us rather than broadcasting everything to everyone.

A complete package: executive summary, sources and uses that tie, trailing operating statements, a rent roll reconciled to those statements, the business plan with stated assumptions, sponsor background including a real estate owned schedule, and market evidence. The intent is that your analyst can form a view without four rounds of follow-up.