|
| Project |
Loan Amt.
|
Loan
Type/Objective |
| Mixed-Use Retail & SRO - San Diego |
$3,675,000 |
Regional Lender - Original lender
failed to deliver - we FUNDED in 33 days. |
| Multi-Family Oceanside, CA |
$1,200,000 |
Regional Lender - No Prepayment penalty
- Acquisition financing. |
| Owner-User Industrial - Santee |
$1,750,000 |
Local Lender - 'Cash-out' for capital
expansion; take-out existing financing at lower interest rate. |
Retail Strip Center
Inland Empire Re-Fi |
$7,095,000 |
Regional Bank
Financing - Take out existing loan and cash-out. |
Retail Strip Center -
Santee - Acquisition |
$3,650,000 |
Credit Union -
Investment Acquisition |
| Lake
Havasu Strip Center - Re-Fi |
$2,480,000 |
Conduit
Loan - Client needed to re-structure his financing to
maximize yield. |
| La
Jolla Mixed Use - Re-Finance |
$1,839,000 |
Conduit
- Client paid cash for project - placed financing on it. |
|
Office Bldg -
Re-Finance |
$643,500 |
Local
Financing - Client needed remodeling & expansion |
| El
Cajon Office - Acquisition
|
$425,000 |
Regional
Financing - Closed in 3 weeks. |
| Moreno
Valley Retail - Re-Positioning |
$10,200,000 |
Regional
Financing - Acquisition/Bridge loan to facilitate lease-up
period. |
| Oceanside
Retail Strip Center - Acquisition |
$7,500,000 |
Conduit
Loan - Acquisition, low interest rate - long term hold. |
| Retail
Strip Center - Acquisition |
$12,500,000 |
Conduit
Lender - Took out existing Conduit Loan and lowered interest
rate by >3%. |
| Riverside
County Retail Center - Re-Fi |
$3,000,000 |
Conduit
Loan - Placed permanent financing on project |
|
La Mesa Office |
$630,000 |
Credit Union - Re-Fi
with cash-out |
| Retail
Strip Center - Acquisition |
$8,200,000 |
Conduit
Loan - Long term hold, low interest rate. |
|
Apartments |
$2,650,000 |
FNMA
- Took out high interest financing |
| Perris
Retail Strip Center |
$5,500,000 |
Bridge
Loan - Client needed interim financing during lease-up
period |
| Owner-User
Retail |
$630,000 |
Regional
Financial - Acquisition of Building for Retail site. |
| Office
Conversion |
$6,500,000 |
National
Credit Union - Convert Retail space to Office for Government
Tenant. |
| Apartments
- Re-Finance |
$750,000 |
National
Portfolio Lender - Replace existing financing with lower
rate. |
| Retail
Strip Center - Re-Finance |
$3,000,000 |
National
Credit Union - Take out short-term acquisition financing. |
Apartments
- Re-Fi
Cash Out |
$1,000,000 |
Local
Credit Union - Rate & Term Re-Finance |
| Mixed
Use - Acquisition |
$1,600,000 |
Local
Bank - Acquisition for investment |
Office
Re-Finance -
Cash Out |
$2,600,000 |
Local
Credit Union - Client cut existing interest rate 50%. |
| Owner-User |
$900,000 |
Regional
Credit Union - Take out acquisition financing |
| Apartments
- Acquisition |
$4,700,000 |
Regional
Credit Union - Acquisition for a 1031 'Leg-up' |
Office
Re-Finance-
Cash Out |
$3,000,000 |
Local
Credit Union - Cash Out Refinancing |
| Mixed
Use - Acquisition |
$2,250,000 |
Local
Credit Union - Buyers needed acquisition flexibility. |
| Apartments
- Acquisition |
$1,225,000 |
National
Portfolio Lender - Cash out Refinancing |
|
|
Lakeside, CA 92040