Capital · Debt & Equity · Residential & Commercial

Get your deal funded.

I package your deal and place it with the right capital — debt or equity, short or long term, residential or commercial. Send it over and I'll tell you what it can be funded on.

Bridge & fix-and-flip Ground-up construction DSCR & rental Multifamily & CRE JV & preferred equity
What we arrange

Funding for the whole deal spectrum

Whatever the asset or the hold, there's a capital structure that fits. Here's the range I place across — bring me the deal and I'll match it to the right source.

By asset

Residential & Commercial

  • 1–4 unit residential (investment)
  • Small & large multifamily (5+)
  • Retail, office, flex & industrial
  • Land, self-storage & hospitality
By term

Short & Long Term

  • Bridge & transactional (short)
  • Fix-and-flip & construction
  • DSCR & rental (long)
  • Term, permanent & portfolio
By structure

Debt & Equity

  • Senior & bridge debt
  • Construction & mezzanine
  • JV & preferred equity
  • GP / LP co-investment
How it works

Three steps to a term sheet

01

Submit your deal

Complete the short request below, or download the full package and send it back. I review the property, the numbers, and your goals.

02

I package & place it

I underwrite the deal, build the file, and take it to the capital partners whose box it fits — debt, equity, or both.

03

You review terms

You get options to compare and choose from, and I stay in it through diligence to the close.

The submission package

Download & complete

The forms below are what a capital partner needs to underwrite. Fill them out, and you're ready to submit a complete file — which moves faster than a partial one.

1

Funding Application

Borrower and entity information, the credit request, existing debt schedule, and ownership — the core intake for any deal.

PDF · fillable
2

Personal Financial Statement

Assets, liabilities, income, and net worth for each guarantor — the snapshot lenders and equity partners underwrite you on.

PDF · fillable
3

Real Estate Owned Schedule

Every property you own, with values, loans, and cash flow — proof of your track record and current exposure.

PDF · fillable
4

Construction Budget

Line-item budget for rehab and ground-up deals, built for the draw process. Only needed if there's construction.

Excel · with formulas
Download the full package (ZIP) All four forms in one download.
Sending it back: these forms hold sensitive information, so don't email them in plain text. Use my secure upload link and I'll get them safely — upload your completed package here.

Submit your deal

A few minutes gets me what I need for a first look. This starts a conversation — it isn't a full application, so no sensitive ID numbers here. I'll follow up with next steps.

Got it — your deal is on its way.

I've received your request and I'll review it personally. Expect to hear from me with next steps or a few clarifying questions. In the meantime, you can download the full package above to get a head start.