Closed Transactions





HEALTH CARE

Brentmoor Retirement Portfolio

$55,050,000

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

$25,000,000

Secured construction financing for Brentmoor Assisted Living Facility St. Petersburg, Florida.




MEDICAL OFFICE

Silverstein Institute

$7,700,000

Secured permanent financing for the Silverstein Institute, a 28,244 square foot Medical Office Building & Research Center. Sarasota, Florida

Uniphy

$2,400,000

Negotiated sale of Uniphy Medical Building St. Petersburg, Florida

Holiday Medical Office

$322,000

Secured acquisition loan for Holiday Medical Office - Office Condominium Holiday, Florida




MEDICAL EQUIPMENT

Radiologist Medical Financing

$1,811,200

Secured equipment refinance and build-out of leasehold space as well as $280,000 of working capital Sarasota, Florida

Medical Imaging Equipment

$36,399

Secured capital lease for medical equipment Sarasota, Florida

Deaconess Health Systems Acquisition Loan

$3,140,000

Secured 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

$1,275,000

Secured acquisition financing for a 9,408 S.F. medical office building leased to U.S. HealthWorks located in Ocala, Florida.

Medical Office Condominium Loan

$212,313

Secured 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.




RETAIL

Palmer Crossing

$57,000,000

Negotiated sale of Palmer Crossing, an 150,000 square foot retail center Sarasota, Florida

Manatee West Shopping Center

$4,500,000

Negotiated sale of Manatee West Shopping Center, a 47,279 S.F. Retail Center $3,600,000 Secured acquisition financing Bradenton, Florida

Lockwood Village Plaza

$3,525,000

Negotiated sale of Lockwood Village Plaza $2,825,000 Secured acquisition financing and bridge loan Sarasota, Florida

301 Retail Center

$1,300,000

Secured permanent financing for 301 Retail Center Sarasota, Florida

Gandy Shoppes

$2,800,000

Secured permanent financing for Gandy Shoppes Retail Center Tampa, Florida

Lakewood Ranch Main Street Refinance

$24,000,000

Hired 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

$10,465,000

Secured 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

$15,438,000

Secured 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

$5,700,000

Secured 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

$1,310,000

Provided 10-year fixed rate financing for the acquisition of a 19,230 SF retail center located in North Port, Florida.

Unsecured Line of Credit

$2,000,000

Secured an unsecured Line of Credit used for the acquisition of single-tenant transactions.

Revolving Line of Credit

$35,000,000

Secured 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

$1,500,000

Secured 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 $2,825,000

Secured the buyer for the sale of this Sarasota, Florida retail center as well as the acquisition financing.

Lockwood Village Plaza

$2,608,700

Secured permanent debt for $28,837 S.F. retail center located in Sarasota, Florida




OFFICE

Gateway

$55,000,000

Negotiated sale of Gateway Office Park ? 4 Class ?A? Office Buildings Sarasota, Florida

Real World Building

$3,990,000

Secured permanent financing for the Real World Building, now an office and retail center Denver, Colorado

Coastal Office Building

$17,500,000

Secured permanent financing for the Coastal Office Building Clearwater Florida

Capstan Financial Office Building Construction Loan

$2,000,000

Secured a construction and permanent loan for a multi-tenant office building 80% pre-leased located in downtown Sarasota, Florida.

Miles Media Building Refinance

$3,440,000

Secured 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

$6,000,000

Secured an acquisition loan for a ground-lease with Bank of America as the tenant with a 20-year lease located in Miami, Florida.

Serbin Printing

$2,980,000

Secured 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

$1,443,946

Secured 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

$3,800,000

Secured the buyer for the sale of this Port Charlotte office building.

Zirkelbach Construction

$2,000,000

Secured an equity raise of $500,000 and a revolving line of credit for $1,500,000 for a Bradenton-based construction company.




SINGLE TENANT

Seagate Office Building

$64,000,000

Negotiated sale of Seagate Office Building, a single-tenant office complex Longmont, Colorado

Circle K

$1,726,000

Negotiated sale of Circle K convenient store and gas station $1,200,000 Secured acquisition financing Sarasota, Florida




HOSPITALITY

Ritz-Carlton Hotel & Condominium

$98,000,000

Secured construction loan for Ritz-Carlton, the first condo-hotel in the U.S. Sarasota, Florida

Ritz-Carlton Beach Club

$50,000,000

Arranged joint venture for the Ritz-Carlton Beach Club Sarasota, Florida

On-The-Ave Hotel

$45,000,000

Secured permanent financing for the On-The-Ave Hotel Manhattan, New York

Travelodge

$44,000,000

Negotiated 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

$29,550,000

Negotiated sale of Charter One Hotel Portfolio (Holiday Inn Express & Hampton Inn & Suites) Tampa, Florida & Venice, Florida

Holiday Inn

Details Undisclosed at this time

Holiday Inn Portfolio

$20,000,000

Secured permanent mortgage for three Holiday Inn Hotels Cooperstown, New York

Crystal Palms Hotel-Secured

$2,000,000

Second mortgage to complete construction on a 36 unit condo hotel located in Treasure Island, Florida




MULTI-FAMILY

210 Watermark

$24,000,000

Negotiated sale of 210 Watermark, a 216 unit apartment complex Bradenton, Florida

Grandview Apartments

$6,900,000

Secured 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.

Templeton Crossing

$16,300,000

Represented 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

$9,100,000

Represented 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

$11,680,000

Represented 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

$27,500,000

We secured both the buyer and seller in an off market sale of this 236 unit class A apartment community located in Sarasota, Florida.

Audubon Apartments

$21,850,000

Secured 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.

Sturbridge Apartments

$25,450,000

Secured 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

$7,000,000

Secured 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

$3,068,332

Secured 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

$15,500,000

Secured 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 Revolver

Secured an acquisition and development loan for the property as well a revolver for the construction of the units.




SELF STORAGE

Winter Haven Self Storage

$200,000

Secured equity investment for Winter Haven Self Storage Winter Haven, Florida

Port St. Lucie Self Storage

$8,000,000

Secured construction loan for Port St. Lucie Self Storage Facility Port St. Lucie, Florida

Monster Self Storage

$4,200,000

Secured acquisition and bridge loan for Monster Self Storage Eustis, Florida




RESTAURANT

Canvas Cafe

$870,000

Secured acquisition and development loan for Canvas Cafe Sarasota, Florida.

World of Beer Construction Loan

$900,000

Secured financing for the build-out of two lease-hold properties in Sarasota and Bradenton leased by World of Beer Sarasota, Florida.

Seafood Shack and Marina

$4,100,000

Acquisition financing for a 94-slip marina and historic seafood restaurant in Bradenton, Florida Sarasota, Florida.

P.F. Chang’s Construction Loan

$4,100,000

Secured a $4,100,000 construction and mini-permanent loan for the P.F. Chang’ located downtown Sarasota, Florida. Sarasota, Florida.




LAND

West Lakes Plaza

$9,000,000

Negotiated sale of West Lakes Plaza, a 25 acre retail development site Bradenton, Florida

Kenileworth Lots

$600,000

Sold 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

$750,000

Set up builder program for national builder, along with the initial purchase of lots for model construction. Located in Bradenton, Florida.

Ritz-Carlton

$26,000,000

Negotiated sale of Ritz-Carlton condominium development site Sarasota, Florida

Palmetto Self Storage

$3,750,000

Negotiated sale of the development site for Palmetto Self Storage Palmetto, Florida

Red Hawk Reserve Phase II

$2,016,000

Sold 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

$3,000,000

Arranged the sale of a high-end condominium site zoned for 15 units located on Golden Gate Point in Sarasota.




OTHER

Magnolia Valley Golf Course

$2,000,000

Secured for the refinance of an 18-hole golf course, and additional land for development, located in Port Richey, Florida

Red Hawk Reserve Phase I

$2,000,000

Sold remaining inventory of a 144 unit single family residential development to national builder.

Polos at Hudson Corners

$14,350,000

Secured 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

$18,850,000

Secured 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.

Iberia Lease

$250,000

Negotiated 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

$5,200,000

Secured permanent financing for this Clearwater, Florida industrial park.

Discounted Note Payoff

$700,000

Negotiated a 35% discount on a note that was purchased from a bank by a private lending institution as well as secured the financing.