Active mandates · Multiple capital sources

Capital Markets Advisors · Since 1984

Real Estate
Capital Markets Advisors

Structured debt and equity for commercial real estate sponsors, developers, and family offices — across acquisition, refinance, construction, and recapitalization.

Construction Bridge Permanent Private Money Structured Equity
Beverly Hills, CA · National capital relationships across 1,000+ providers
Featured Closing Inspire Echo Park multifamily construction financing in Los Angeles, CA — $30.36MM bank loan arranged by Piccard Financial

$30.36MM

Inspire Echo Park

Construction · Bank · Los Angeles, CA

Track Record

Forty-two years structuring capital across cycles.

1984

Established

100+

Projects Completed

1,000+

Capital Providers

$500MM+

Total Financed

Selected Recent Financings

Capital structured for complex transactions.

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Construction Inspire Echo Park, Los Angeles — multifamily construction loan

$30.36MM

Inspire Echo Park

Los Angeles, CA

ConstructionBank
Refinance 546 Lincoln Rd, Miami Beach FL — retail refinance arranged by Piccard Financial

$22.00MM

546 Lincoln Rd

Miami Beach, FL

RefinanceCredit Union
Refinance LA office and retail portfolio refinance — Beverly Hills, Santa Monica, Venice

$10.95MM

LA Office & Retail Portfolio

Beverly Hills · Santa Monica · Venice

RefinanceFund

Capital Solutions

Five lines of advisory built around the life of an asset.

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i.

Permanent & Refinance Debt

Stabilized multifamily, retail, office, industrial, hospitality, and mixed-use assets. Long-term, non-recourse, agency-eligible, and life-co solutions priced for the cycle.

ii.

Bridge & Transitional

Lease-up, repositioning, maturity defense, rescue capital, and time-sensitive closings. Floating-rate, interest-only structures from debt funds and private capital.

iii.

Construction & Pre-Development

Ground-up development, ED1, land carry, soft-cost recapitalization, and takeout planning. Leverage maximization with disciplined sponsor and project underwriting.

iv.

Private Money Loans

Fast private capital for acquisition, refinance, cash-out, land, maturity defense, rescue capital, higher-leverage requests, and special situations outside the conventional lender audience.

v.

Structured Equity

Preferred equity, joint-venture equity, co-GP capital, mezzanine, and recapitalizations. Capital stacks engineered to align with sponsor economics and asset business plans.

How We Work

A disciplined process from underwrite to fund.

Underwrite

We analyze the asset, sponsor, market, and capital request — identifying the leverage, structure, and pricing the deal can support before approaching the market.

Package

We build an institutional-grade offering memorandum tailored to the right capital audience — not a generic loan request blasted to a list.

Approach

Targeted outreach to banks (foreign & domestic), debt funds, agencies, credit unions, life insurance companies, CMBS shops, and private capital sources.

Negotiate

Leverage, pricing, structure, recourse, prepayment flexibility, reserves, and closing conditions — negotiated against competing term sheets, not accepted as-issued.

Execute

We drive term sheet, due diligence, documentation, and funding to close — with a dedicated team accountable to the sponsor through wire date.

Asset Types We Finance

Multi-Family
Office
Retail
Industrial
Hospitality
Special Use
Land

Capital Markets Snapshot

The benchmarks behind every term sheet.

Treasury yields, SOFR, prime, and agency rates — the indicators that move pricing on every transaction we structure. We watch them daily so our sponsors don't have to.

  • Permanent DebtTracks the 5, 7, and 10-year Treasury benchmarks.
  • Bridge & FloatingPrices off SOFR plus a credit spread set by the lender.
  • Agency MultifamilyFollows Fannie Mae and Freddie Mac program pricing.

Live Market Data

Data via theFinancials.com · Refreshed daily

Recent Closings

A closer look at deals we've moved.

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Submit a Deal

Send us the transaction overview and available deal materials.

We review the opportunity and respond with preliminary capital direction within two business days, including likely lender audience, leverage, pricing, structure, and next steps.

Submit a Deal