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Relevant opportunities.
Prepared for your review.

We connect lenders and investment partners with real estate transactions that fit their mandates. Share your criteria so we can focus the introductions on what you actually want to finance or invest in.

Quiet reading room with architectural shelving
What we bring to the conversation

A clear request.
A direct relationship.

01

Mandate-aligned introductions

Asset type, geography, check size, position and business-plan fit inform which transactions reach your desk.

02

Prepared transaction materials

A coherent view of the property, sponsorship, capital request, financial information and open diligence items.

03

An accountable point of contact

Work directly with the producer on questions, terms and execution, with access to the firm’s broader resources when the assignment calls for it.

Learn how the Deal Room works
The working relationship

Your mandate.
Our starting point.

  1. 01 / Define the fitShare your current criteria and execution preferences.
  2. 02 / Review the opportunityReceive relevant requests and access approved materials.
  3. 03 / Work the transactionClarify diligence, compare terms and coordinate next steps.
Capital criteria

What belongs
on your desk?

Tell us your lending or investment parameters. Your criteria reach the desk directly.

The Deal Butler

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

File your criteria
Direct contact only. Nothing here is circulated.
No. 01
Who we are talking to
Direct contact only. Nothing here is circulated.
No. 02
Footprint
Where you lend or invest, and what you will look at.
No. 03
Where you sit in the stack
Pick every position you participate in. The form tailors itself to each.
Participation roles & capital positions
First lien
Senior debt Core box only · detail comes later
Mezzanine
Preferred equity
GP equity
Co-GP equity
LP equity
No. 04
Anything we should know
Optional. Appetite shifts, structures you favor, what a right-fit deal looks like.

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

Your criteria are used solely to match you with relevant offerings. Never sold, never circulated.

Document preview

Document page preview

Actual document-page preview. The Resources page provides the complete overview PDF and original blank workbooks.

Dealmaker Credit Committee CC sealThe Credit CommitteeFor clients who have closed with the desk