Transwestern’s Structured Finance Group is experienced in executing action plans for our clients and creating value in transaction management. Our structured finance professionals have successfully negotiated and placed billions of dollars of real estate debt and equity nationally for existing properties and for new construction of office
, and hospitality properties. Financing sources include conventional lending, capital markets, life company relationships and agency lending. Our goal is to identify the best capital sources available for the financing of our client’s objectives through an in-depth sampling of the credit and capital markets. Transwestern’s Structured Finance Group works closely with the Investment Sales Group
to combine services and market knowledge by providing the optimum execution while maximizing leverage on behalf of our clients.
Our structured finance specialists employ a highly disciplined transaction process, incorporating multi-tiered financing solutions to optimize our clients’ objectives. We provide integrated finance solutions together with other Transwestern service offerings such as investment sales
, agency leasing
, property management
, tenant advisory services
, and market research. Research
is a crucial piece of the equation for financing and our research affiliate Delta Associates
, yields highly evolved market data allowing our team to make decisions with extended foresight. Transwestern’s structured finance group services all major markets nationwide. Our teams are highly skilled in negotiating the following financing products for all property types including office, industrial, multifamily, healthcare, retail, hospitality, and specialty assets.
Our services include:
Transwestern provides capital markets financial advisory services throughout the country. Between 2006 and 2010, the company completed approximately $14.5 billion in total investment sales and financing transactions. This level of transaction activity provides Transwestern with outstanding real-time market information regarding investor and lender underwriting and yield criteria. Our structured finance team is able to call upon our national knowledge to help identify lenders and investors to anticipate the most likely sources of financing for those investors given a particular investment profile.
DEBT AND EQUITY PLACEMENT
Transwestern works with a wide variety of lending organizations on local, national and international levels to evaluate and source financing for our clients. We solicit proposals from lenders and investors who best match each clients’ financing requirements and we then evaluate rates as well as overall terms and conditions. Our long-term relationships with a variety of lenders and investors, including public and private institutions, life insurance companies, pension funds, opportunity funds, REITs, private equity funds and individual investors, ensures that our clients receive the broadest possible exposure. This process encourages competition among lending institutions, which in turn keeps rates and terms attractive.
Our underwriting procedure includes several important steps:
- Review and analyze the asset’s past operating performance and near-term projected performance
- Recommend a capital structure that best suits the asset and the client’s objectives
- Create a comprehensive underwriting package that is lender-friendly
- Identify potential lenders with investment targets that match the recommended capital structure
- Competitively bid the debt package to targeted lenders and investors
- Review and recommend the bids that are most favorable to the client’s objectives
- Manage the due diligence process
- Negotiate and close the transaction
Our structured finance teams' track record in executing action plans for client portfolios and creating value in transaction management is unmatched. The value-add is our performance in structured finance. Our expertise in capital markets is your advantage.