Capital advisory~$0.9BModeled total project cost
Debt & equity strategy
50 MW data center
Development capitalization and infrastructure strategy. Shared exclusive initial mandate with the 100 MW project.
Where capital
gets introduced.
Real estate capital markets.
Commercial properties. Residential investment.
Debt. Equity. Advisory. Project CFO.
01 / The firmCapital markets.
Capital markets.
With the whole picture in view.
The Deal Team advises commercial real estate owners, developers and investors on the capital behind their properties, including single-family development, rental communities and residential transitions. We develop the financing request, prepare the analysis and materials, and manage the capital-source process through terms and closing.
Meet
Powered by goKaizen Capital. Based in Fort Lauderdale, working nationally across property types and capital structures.
02 / What we doFour capabilities.
Four capabilities.
One coordinated engagement.
01Debt.
Financing for acquisition, refinance, construction and transition.
Explore Debt
02Equity.
Partner capital considered within the whole structure.
Explore Equity
03Advisory.
Custom Excel modeling, feasibility and capital decisions.
Explore Advisory
04Project CFO.
Financial coordination through the life of the project.
Explore Project CFOSelected engagementsOn the desk.
On the desk.
Across the finish line.
A selection from a much broader body of work. Highlighting the variety of projects, capital needs and transactions the desk supports.
Capital advisory
Capital advisory~$1.5BModeled total project cost
Debt & equity strategy
100 MW data center
A phased digital infrastructure development with construction and long-term capital considered together.
Structured-capital mandate~$140MModeled total project cost
Debt · C-PACE · Structured capital
Hotel + residences
Adaptive reuse supported by a coordinated debt and structured-capital plan.
In process$120MPreliminary financing terms
Hospitality bridge debt
Resort repositioning
Resort acquisition and repositioning. Preliminary senior bridge terms include initial and future funding components.
In process~$18MIndicative financing terms
Construction financing
Eight-townhome development
An eight-townhome development with financing terms received and the capital process continuing.
Exclusive engagement~$7.7MRequested senior financing
Construction debt
Single-family spec development
Ground-up residential construction, with the budget, sponsor execution plan and sales exit presented together.
Exclusive engagement~$9.8MRequested senior financing
Construction debt
Luxury residential development
A luxury residential development requiring a clearly supported cost basis and construction financing plan.
Exclusive engagement~$9.8MModeled financing request
Construction debt
Luxury residential development · II
A second distinct homesite with its own project file and construction financing plan.
In process~$7.1MFinancing request
Construction · Specialty
Aviation & sports complex
Adaptive reuse and construction financing for a specialty sports destination.
In process~$28.5MInventory facility request
Condo inventory financing
84-unit condo inventory
An 84-unit inventory financing plan, matching capital availability with the pace of unit sales.
In process~$33.6MSenior construction request
Multifamily construction
Multifamily development
Ground-up multifamily development with construction funding and the path to stabilization considered together.
In process~$7.6MFinancing in process
Residential construction
11-townhome development
An 11-townhome development moving through financing and closing coordination.
In process $8.5MMezzanine financing request
Mezzanine · Recapitalization
330-unit multifamily recapitalization
A 330-unit community evaluating mezzanine capital within a broader recapitalization process.
In process~$4.9MRequested construction financing
Residential construction
Eight-home conversion
An eight-home conversion and completion plan with near-term financing and execution milestones.
In process~$10MFinancing request
Townhome development
40-townhome community
A 40-townhome development with construction capital sought for an urban residential business plan.
In process~$5.6MFinancing request
Residential transitional lending
Residential restoration
Residential renovation financing, connecting the existing property, improvement scope and intended exit.
In process~$8.7MSenior financing request
Residential construction
Five-townhome development
Five townhomes with a dedicated construction financing plan and project underwriting.
In process~$10.4MProposed financing
Condominium conversion
Six-unit condominium conversion
A six-unit condominium conversion with financing alternatives evaluated against project economics.
In process~$3.0MProposed bridge financing
Bridge debt
Acquisition bridge
Near-term acquisition capital, with the later construction financing treated as a separate phase.
In process~$1.8MProposed bridge financing
Bridge debt
Residential acquisition
Acquisition financing with appraisal, diligence and the next business-plan milestone in focus.
Closed$6.8MClosed financing
Construction debt
Single-family construction
Single-family residential construction. Financing closed in May 2026.
Closed~$5.3MClosed financing
Construction debt
Residential construction
Residential construction financing. Closed status confirmed in September 2026.
Closed$7.8MClosed financing
Bridge debt
Residential bridge
Residential bridge financing completed in May 2026.
Closed$28MClosed financing
Bridge financing
Multifamily acquisition
From goKaizen Capital’s published closing record.
Closed$19MClosed financing
Permanent financing
Multi-tenant net lease
From goKaizen Capital’s published closing record.
Closed$14.2MClosed financing
Land bridge financing
Land financing
From goKaizen Capital’s published closing record.
Closed$12MClosed financing
CMBS financing
Multifamily financing
From goKaizen Capital’s published closing record.
Closed$6.78MClosed financing
Bridge financing
Office financing
From goKaizen Capital’s published closing record.
Closed$4.42MClosed financing
DSCR financing
SFR portfolio
From goKaizen Capital’s published closing record.
In process~$26.7MTotal project cost
Debt · Completion & recapitalization
Five-asset residential portfolio
Five residential completion and recapitalization assets under one sponsor.
Rounded figures. Project costs, financing requests and closed loans are labeled separately. In process does not mean funded.
About this selection
Selected active assignments and historical closings. Conceptual and representative imagery is labeled; it does not depict the exact completed property.
A closer look at the workThe numbers.
The numbers.
And what moves them.
Explore an example of the information ownership can use to make decisions.
Every dollar has a job.
| Uses | Amount | Sources | Amount |
|---|---|---|---|
| Acquisition | $15.00 | Senior debt | $14.00 |
| Improvements | $3.00 | Partner equity | $4.00 |
| Costs & reserves | $2.00 | Sponsor equity | $2.00 |
| Total | $20.00 | Total | $20.00 |
70% loan-to-cost
The $6 million balance is equity. A fully funded budget still needs a workable draw schedule and liquidity plan.
The exit deserves a range.
| Annual NOI | 5.50% cap | 6.00% cap | 6.50% cap |
|---|---|---|---|
| $1.20M | $21.82 | $20.00 | $18.46 |
| $1.35M | $24.55 | $22.50 | $20.77 |
| $1.50M | $27.27 | $25.00 | $23.08 |
Read across, then down.
At $1.35M NOI, a move from a 6.00% to 6.50% exit cap reduces implied value by about $1.73M. Value = NOI ÷ cap rate; selling costs are excluded.
What needs to hold true?
| Question | Why it matters |
|---|---|
| Is the $3M scope supported? | Contingency and draw timing change required liquidity. |
| Can the property reach $1.35M NOI? | Lease-up, concessions and expenses drive the exit. |
| Does maturity leave enough time? | A viable business plan can still face a refinancing gap. |
Read beyond the headline.
| Term | What the desk compares |
|---|---|
| Net proceeds | Loan amount less reserves, fees and required payoffs. |
| Recourse | Guarantees, carve-outs and any release conditions. |
| Flexibility | Prepayment, extension options and release prices. |
| Execution | Deposits, third-party reports and funding conditions. |
A file that holds together.
| Section | Review focus |
|---|---|
| Property & business plan | Scope, performance, timing and supported assumptions. |
| Sponsorship | Experience, financial capacity and ownership structure. |
| Capitalization | A reconciled request, budget and sources and uses. |
| Open items | Conflicting figures, missing evidence and next decisions. |
The real estate lifecycleEvery stage.
Every stage.
A seat at your table.
From the first feasibility question to the next capital event. Explore where the desk contributes.
Advisory
Find the workable plan.
Feasibility, basis, market context and an honest view of the assumptions.
What you leave withA decision brief: proceed, reshape or wait.
Explore this part of the workDebt + Equity
Connect the purchase to the capital.
Size the request, organize the sponsor story and coordinate debt with equity.
What you leave withA sources-and-uses plan and targeted capital strategy.
Explore this part of the workDebt + Project CFO
Fund the milestones.
Align construction, contingencies, draw timing and partner obligations.
What you leave withA capital calendar, draw plan and budget visibility.
Explore this part of the workProject CFO + Advisory
Translate progress into performance.
Follow lease-up, sales, operating results and the remaining capital requirement.
What you leave withBudget-to-actual reporting and updated sensitivities.
Explore this part of the workDebt + Equity
Prepare for the next capital event.
Compare refinance, partner changes and longer-term financing against the business plan.
What you leave withA comparison of proceeds, obligations and execution.
Explore this part of the workAdvisory + Membership
Carry the knowledge forward.
Prepare the capital side of an exit and apply the completed-deal record to the next opportunity.
What you leave withContinuity with the desk and earned member access.
Explore this part of the workServices are scoped to each engagement. Capital availability and third-party decisions remain transaction-specific.
04 / Explore the capital stackEvery layer.
Every layer.
Part of the same project.
THE PROPERTY / THE CAPITALIllustrative structure
Bracket lengths show shares of project cost, not ownership of floors.
Your allocation
Compare with the starting example
Capital, ownership and repayment
These percentages show contributions to project cost. They do not determine ownership, voting control or the distribution waterfall. The loan and partnership agreements establish those rights and obligations. Common equity may include sponsor and other partner capital.
Total allocation: 100%
Adjust any layer. Common equity balances the other layers; adjusting common equity changes senior debt. These are educational allocations, not indicative proceeds, offers or available terms. Structure and eligibility depend on the transaction and governing agreements.
Go beyond the allocation: calculate DSCR, debt yield, cap rate and the loan ceiling implied by your assumptions.
Open the sponsor calculator05 / Property coverageThe properties
The properties
we work with.
Capital possibilities
Potential sources include banks, agency channels, life companies and private credit, with JV or preferred equity considered where appropriate.
Explore multifamilyCapital possibilities
Bank and life-company financing for suitable income profiles; private credit for transition or construction; partner equity where the plan calls for it.
Explore industrial
Capital possibilities
Banks, life companies, CMBS channels and private credit may be considered against tenant quality, income and leasing needs.
Explore retailCapital possibilities
Banks and private credit are considered against occupancy, leasing costs and the business plan. Equity needs are evaluated alongside the debt.
Explore office
Capital possibilities
Banks, hospitality-focused credit funds and private credit, with equity partners considered against operating performance and the improvement plan.
Explore hospitality
Capital possibilities
Banks, eligible agency channels and specialist capital sources, evaluated against the community and its operating characteristics.
Explore manufactured housingCapital possibilities
Land and construction lenders, private credit and development equity, aligned with approvals, infrastructure and the execution schedule.
Explore land & developmentCapital possibilities
Bank, private credit and institutional financing paths considered component by component, with a coordinated equity plan.
Explore mixed-use
Capital possibilities
Specialist residential construction lenders, banks and private credit for spec builds and development programs; equity considered where suitable.
Explore sfr development
Capital possibilities
Banks, construction lenders, private credit and development equity, with a potential transition to permanent rental financing.
Explore build-for-rent
Capital possibilities
Specialist RTL lenders and private credit for business-purpose acquisition, rehabilitation and bridge financing, with rental takeout considered where appropriate.
Explore residential transitional lending
Capital possibilities
Specialist lenders, private credit and infrastructure or real estate equity may be considered against project readiness, commercial agreements and the capital requirement.
Explore data centersPotential sources shown are categories for consideration, not offers or confirmed availability. Eligibility depends on the transaction and applicable licensing. Imagery is representative and includes generated architectural illustrations, not firm assignments.
06 / The people behind the deskOne team.
One team.
The full picture.
The Deal Team brings capital strategy, underwriting, market coverage and transaction coordination into one engagement. We work with owners, developers, investors and their advisors across commercial real estate and business-purpose residential investment.
From a spec home to a rental community, an operating property or a layered development, we start with the business plan and organize the capital around it.
Meet the firmThe Deal Maker
An introduction with a point of view.
08 / From the deskAn introduction
An introduction
you can keep.
The firm, the capital coverage and the work behind an engagement. Take a closer look inside our capabilities overview.
Explore the resourcesThe Deal Butler
Prepared for the conversation.
Three keys. One relationship.The first introduction.
The first introduction.
The next chapter.
The Reading Room
An introduction to the desk: selected resources, perspective and a place to begin the conversation.
Invited by the team.Dealmaker
Your client workspace: every deal on one board, the document record, critical dates and tasks, messages with the desk, and the Deal Butler on call for questions about your file.
Opened when we take your deal on.The Credit Committee
Closed clients become Credit Committee members: the seal on your workspace, your completed-deal record, member terms on commissioned work when that facility opens, and a place in what comes next.
Confirmed by the desk at your first closing.For Credit Committee members
The closing opens another door.
The Pod. The Digest. Private gatherings. Our future podcast, newspaper and newsletter experiences, and private events are being shaped for clients who have closed with the desk.
Member initiatives are forthcoming. An application or active engagement alone does not confer membership.
Your next moveBring us
Bring us
the next move.
An acquisition. A development. A refinance. Tell us where the project stands and what the capital needs to accomplish.
Introduce your transaction