Brentmoor Retirement Portfolio
Negotiated sale of Brentmoor Retirement Portfolio which included Oaktree Village Independent Living, Brentmoor Retirement Independent & Assisted Living, Brentmoor Place Assisted Living, and Brentmoor of Minot Assisted Living
St. Louis, Missouri & Minot, North Dakota.
Brentmoor Assisted Living Facility
$25,000,000Secured construction financing for Brentmoor Assisted Living Facility
St. Petersburg, Florida.
$7,700,000Secured permanent financing for the Silverstein Institute, a 28,244 square foot Medical Office Building & Research Center. Sarasota, Florida
$2,400,000Negotiated sale of Uniphy Medical Building
St. Petersburg, Florida
Holiday Medical Office
$322,000Secured acquisition loan for Holiday Medical Office - Office Condominium
Radiologist Medical Financing
$1,811,200Secured equipment refinance and build-out of leasehold space as well as $280,000 of working capital Sarasota, Florida
Medical Imaging Equipment
$36,399Secured capital lease for medical equipment Sarasota, Florida
Deaconess Health Systems Acquisition Loan
$3,140,000Secured acquisition financing with the loan term being co-terminus with the existing lease term for an 11,000 S.F. single-tenant medical office building located in Edmond, Oklahoma.
U.S. HealthWorks Medical Office Building
$1,275,000Secured acquisition financing for a 9,408 S.F. medical office building leased to U.S. HealthWorks located in Ocala, Florida.
Medical Office Condominium Loan
$212,313Secured permanent acquisition financing for an owner-occupied medical office condominium at a fixed rate of 3.95% and the lender did not require an appraisal.
$57,000,000 Negotiated sale of Palmer Crossing, an 150,000 square foot retail center
Manatee West Shopping Center
$4,500,000Negotiated sale of Manatee West Shopping Center, a 47,279 S.F. Retail Center $3,600,000 Secured acquisition financing Bradenton, Florida
Lockwood Village Plaza
$3,525,000Negotiated sale of Lockwood Village Plaza $2,825,000 Secured acquisition financing and bridge loan Sarasota, Florida
301 Retail Center
$1,300,000Secured permanent financing for 301 Retail Center Sarasota, Florida
$2,800,000Secured permanent financing for Gandy Shoppes Retail Center Tampa, Florida
Lakewood Ranch Main Street Refinance
$24,000,000Hired on an exclusive basis by the Borrower to secure a $24,000,000 loan in order to refinance the permanent loan on Lakewood Ranch Main Street, which is a 157,822 SF town center consisting of retail, restaurants and office excellently in Lakewood Ranch, Florida. The refinance included an early rate lock which helped the Borrower to lock in their interest rate without having to pay a large prepayment penalty.
Shoppes at Royale Acquisition Loan
$10,465,000Secured a $10,465,000 acquisition loan for the Shoppes at Royale, which is a 46,000 SF shadow-anchored retail center located in St. Petersburg, Florida.
Retail Portfolio Refinance
$15,438,000Secured a 10-year fixed rate permanent loan for the refinance of an 188,214 S.F. retail portfolio located in Sarasota, Brandon and Ft. Myers, Florida.
Retail Portfolio Refinance
$5,700,000Secured a 10-year fixed rate permanent loan for the refinance of five retail properties totaling 94,829 S.F. located in Venice, Sarasota, and Bradenton.
North Point Retail Acquisition Loan
$1,310,000Provided 10-year fixed rate financing for the acquisition of a 19,230 SF retail center located in North Port, Florida.
Unsecured Line of Credit
$2,000,000Secured an unsecured Line of Credit used for the acquisition of single-tenant transactions.
Revolving Line of Credit
$35,000,000Secured a $35,000,000 Revolving Line of Credit used to acquire single-tenant, credit-tenant properties and ground leases including J.P. Morgan Chase, Bank of America, McDonald?s and National Tire and Battery Stores throughout the Southeast U.S.
Parkway Plaza Discounted Note Purchase
$1,500,000Secured financing for the purchase of a discounted note on a retail center located in Palm Coast, Florida.
Lockwood Village Plaza
Sale $3,525,000 / Financing $2,825,000Secured the buyer for the sale of this Sarasota, Florida retail center as well as the acquisition financing.
Lockwood Village Plaza
$2,608,700Secured permanent debt for $28,837 S.F. retail center located in Sarasota, Florida
$55,000,000Negotiated sale of Gateway Office Park ? 4 Class ?A? Office Buildings Sarasota, Florida
Real World Building
$3,990,000Secured permanent financing for the Real World Building, now an office and retail center Denver, Colorado
Coastal Office Building
$17,500,000Secured permanent financing for the Coastal Office Building Clearwater Florida
Capstan Financial Office Building Construction Loan
$2,000,000Secured a construction and permanent loan for a multi-tenant office building 80% pre-leased located in downtown Sarasota, Florida.
Miles Media Building Refinance
$3,440,000Secured a 10-year fixed rate permanent loan to refinance a 25,800 SF multi-tenant professional office building located in Lakewood Ranch, Florida.
Bank of America Acquisition Loan
$6,000,000Secured an acquisition loan for a ground-lease with Bank of America as the tenant with a 20-year lease located in Miami, Florida.
$2,980,000Secured a permanent commercial real estate and equipment loan to provide refinancing as well as working capital for a local printing company in Sarasota, Florida.
Ludwig Walpole Office Building
$1,443,946Secured a $1,443,946 permanent loan to refinance a construction loan for a 7,800 SF office building for an insurance company located in downtown Sarasota, Florida.
Murdock Office Building
$3,800,000Secured the buyer for the sale of this Port Charlotte office building.
$2,000,000Secured an equity raise of $500,000 and a revolving line of credit for $1,500,000 for a Bradenton-based construction company.
Seagate Office Building
$64,000,000Negotiated sale of Seagate Office Building, a single-tenant office complex
$1,726,000Negotiated sale of Circle K convenient store and gas station $1,200,000 Secured acquisition financing Sarasota, Florida
Ritz-Carlton Hotel & Condominium
$98,000,000Secured construction loan for Ritz-Carlton, the first condo-hotel in the U.S.
Ritz-Carlton Beach Club
$50,000,000Arranged joint venture for the Ritz-Carlton Beach Club Sarasota, Florida
$45,000,000Secured permanent financing for the On-The-Ave Hotel Manhattan, New York
$44,000,000Negotiated sale of Travelodge Hotel $42,000,000 Arranged joint venture for the Travelodge Hotel Sarasota, Florida
St. Regis Hotel
$30,000,000 Arranged joint venture for St. Regis Hotel
Fort Lauderdale, Florida
Charter One Hotel Portfolio
$29,550,000Negotiated sale of Charter One Hotel Portfolio (Holiday Inn Express & Hampton Inn & Suites) Tampa, Florida & Venice, Florida
Details Undisclosed at this time
Holiday Inn Portfolio
$20,000,000Secured permanent mortgage for three Holiday Inn Hotels
Cooperstown, New York
Crystal Palms Hotel-Secured
$2,000,000Second mortgage to complete construction on a 36 unit condo hotel located in Treasure Island, Florida
$24,000,000Negotiated sale of 210 Watermark, a 216 unit apartment complex
$6,900,000Secured a Fannie Mae senior mortgage for the refinance of this 240 unit multifamily community located in St. Louis, MO. The loan amount was $6,900,000.
$16,300,000Represented the buyer for the acquisition of this 272 unit class A multifamily community located in Columbus, Ohio. We also coordinated with the servicer the assumption of an existing $10,200,000 mortgage for the $16,300,000 purchase.
Nobel Park Apartments
$9,100,000Represented the buyer for the acquisition of this 189 unit class A multifamily community located in Columbus, Ohio. We also coordinated with the servicer the assumption of an existing $5,995,000 mortgage which included 800k of additional proceeds to help with the leverage loan to value. The acquisition price was $9,100,000.
Citation Club Apartments
$11,680,000Represented the buyer for the acquisition and origination of new senior debt for a 240 unit class A multifamily community located in Columbus, Ohio. We originated a new Fannie Mae loan. The purchase price on the sale was $14,600,000 and the newly originated loan was $11,680,000.
Turnbury Park Apartments
$27,500,000We secured both the buyer and seller in an off market sale of this 236 unit class A apartment community located in Sarasota, Florida.
$21,850,000Secured 85% LTV debt with a combination senior loan and Mezzanine loan. The total dollars funded was $21,850,000. This property is located in Mobile, AL.
$25,450,000Secured 85% LTV debt with a combination senior loan and Mezzanine loan. The total dollars funded was $25,450,000. This property is located in Montgomery, AL.
One88 Condominium Construction Loan
$7,000,000Secured the construction financing on a $3,068,332 for an urban loft six-unit condominium project located within the Rosemary District of downtown, Sarasota, Florida.
Vanguard Condominium Construction Loan
$3,068,332Secured the construction financing on a $3,068,332 for an urban loft six-unit condominium project located within the Rosemary District of downtown, Sarasota, Florida.
Aqua Condominium Construction Loan
$15,500,000Secured a $15,500,000 construction loan for the Aqua Condominium Project excellently located on Golden Gate Point in downtown Sarasota, Florida. The project consists of 8 units with one unit per floor and each unit also has a boat dock.
Summer Cove Apartments
$18,000,000 Secured the buyer for the sale of this Class-A apartment complex in Sarasota, Florida.
World of Golf
$3,500,000 A&D / $3,750,000 Construction RevolverSecured an acquisition and development loan for the property as well a revolver for the construction of the units.
Winter Haven Self Storage
$200,000Secured equity investment for Winter Haven Self Storage
Winter Haven, Florida
Port St. Lucie Self Storage
$8,000,000Secured construction loan for Port St. Lucie Self Storage Facility
Port St. Lucie, Florida
Monster Self Storage
$4,200,000Secured acquisition and bridge loan for Monster Self Storage
$870,000Secured acquisition and development loan for Canvas Cafe
World of Beer Construction Loan
$900,000Secured financing for the build-out of two lease-hold properties in Sarasota and Bradenton leased by World of Beer
Seafood Shack and Marina
$4,100,000Acquisition financing for a 94-slip marina and historic seafood restaurant in Bradenton, Florida
P.F. Chang’s Construction Loan
$4,100,000Secured a $4,100,000 construction and mini-permanent loan for the P.F. Chang’ located downtown Sarasota, Florida.
West Lakes Plaza
$9,000,000 Negotiated sale of West Lakes Plaza, a 25 acre retail development site
$600,000Sold Land for development of Single family west of the trail to a National builder. The price of the land was $600,000
Concession Lot Sales
$750,000Set up builder program for national builder, along with the initial purchase of lots for model construction. Located in Bradenton, Florida.
$26,000,000 Negotiated sale of Ritz-Carlton condominium development site
Palmetto Self Storage
$3,750,000Negotiated sale of the development site for Palmetto Self Storage
Red Hawk Reserve Phase II
$2,016,000Sold parcel of Land which was platted for an additional 26 units in the Red Hawk Reserve single family development to a national builder.
680 Golden Gate Condominium Site Sale
$3,000,000Arranged the sale of a high-end condominium site zoned for 15 units located on Golden Gate Point in Sarasota.
Magnolia Valley Golf Course
$2,000,000Secured for the refinance of an 18-hole golf course, and additional land for development, located in Port Richey, Florida
Red Hawk Reserve Phase I
$2,000,000Sold remaining inventory of a 144 unit single family residential development to national builder.
Polos at Hudson Corners
$14,350,000Secured 85% LTV debt with a combination senior loan and Mezzanine loan. The total dollars funded was $14,350,000. This property is located in Greenville, SC.
Madison at River Sound
$42,000,000,Arranged the 80% sale of the asset and formed a joint venture between the existing multifamily owner operator and an institutional private equity firm. The total transaction volume was $42,000,000 with $9,000,000 of equity provided to the borrower. The property is located in Atlanta, GA
Oaks at Broad River
$18,850,000Secured 85% LTV debt with a combination senior loan and Mezzanine loan. The total dollars funded was $18,850,000. This property is located in Beaufort, SC.
$250,000Negotiated the renewal of Iberia Bank lease for an additional 5 year term, with a total value of the lease at $250,000. The lease was in a class A office building located in Sarasota, Florida.
Automobile Boulevard Industrial Park
$5,200,000Secured permanent financing for this Clearwater, Florida industrial park.
Discounted Note Payoff
$700,000Negotiated a 35% discount on a note that was purchased from a bank by a private lending institution as well as secured the financing.