The desk / confidential introductions

Introduce the project.

The property, the capital need and the next decision.

The Deal Butler

A complete introduction gives the next conversation a better starting point.

Applying as

Deal purpose

Pick the play, sections III and IV tailor themselves to it.

Get introduced

Start the application.

I · You

Name (required)

Firm (required)

Email (required)

Phone

II · The property

Property address

Year built · renovated

Asset class

Size

Units

Average in-place rent

Keys

ADR · RevPAR

NRA

WALT

Anchor tenant

Pads

Park-owned homes

Acreage

Entitlement status

Component mix

Homes / lots

Exit strategy

Critical IT load

Power status

Offtake · tenancy

Net rentable SF · units

Climate-controlled

Units · beds

Care mix

Operator

Beds

Campus · distance

Pre-lease for the coming year

What is it

Where it stands today

III · The numbers

Rough is fine. The desk reads direction, not decimals. Pick a deal purpose above and these fields tailor themselves.

Purchase price or current basis

Purchase price

Current basis

Estimated value today

Land basis

Total project cost

Renovation budget

Unpaid principal balance

Properties in the pool

Existing debt balance

Existing lender · maturity

Trailing-12 NOI

Occupancy today

Budget link

Payoff or cash-out

IV · The request

Capital sought

Debt and equity can both be selected.

Position in the stack

Pick every piece you are asking the desk to place.

Amount

Target leverage

Target close

Anything driving the clock

Sponsor equity in the deal

Recourse

V · The sponsorship

Who’s behind the deal, lenders ask us, so we ask you.

Sponsoring entity

Deals like this completed

Combined net worth

Liquidity today

VI · The story

Two or three honest paragraphs beat a polished deck. What’s the angle, what’s the risk, why now.

VII · The documents optional, but it moves the read faster

Held in confidence and shared only as the Privacy Policy describes. No link handy? Note it in the story above and the desk will request what it needs.

VIII · The advisory desk optional

In need of additional advisory work? The desk builds institutional-grade materials alongside the raise.

IX · At the desk

Are you currently working with anyone at

The desk uses AI to assist with application review and analysis. People remain responsible for the engagement. Read the AI-use disclosure.

I agree to the Terms of Use and acknowledge the Privacy Policy. (required)

Three keys. One relationship.

The first introduction.
The next chapter.

First key / By invitation

The Reading Room

An introduction to the desk: selected resources, perspective and a place to begin the conversation.

Invited by the team.

Second key / An engaged deal

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.

Third key / Your first closing

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.