Fraud & Embezzlement Kill Careers, Jobs, Capital & Businesses

We can help you put an end to this potential nightmare and create a whole lot of extraordinary benefits in the process. Financial reporting transparency, direct reduction of default risk, improved odds of a successful financing round, elimination of human errors that lead to execution risk, and a direct reduction of loan loss severity risk … More Fraud & Embezzlement Kill Careers, Jobs, Capital & Businesses

Key to the Kingdom: CRE Development Equity Financing

The amount of investment capital flowing into the market has included an incredible amount of capital investment in CRE properties in private placement offerings of equity securities in Direct Participation Program transactions.  The demand has reached a crescendo for investment in acquisition financings and now we are running out of product.  That’s where the equity financing for CRE development transactions becomes a real issue that requires a real solution but the developer has to do it in reverse order. … More Key to the Kingdom: CRE Development Equity Financing

The Failure of CRE Investment Loss Mitigation in the Analytics Age

More than $500 billion in CRE loans and investments are expected to be realized this year, worldwide.  That’s an astounding number.  CRE investment loss mitigation practices have not proven to be up to the task (otherwise, the losses would be a lot less, wouldn’t they?).  … More The Failure of CRE Investment Loss Mitigation in the Analytics Age

The Market Test: Why Capital Financing Success is so Elusive

Changes in the market are inevitable and it is just not possible to project market conditions beyond the 2-year window with any amount of certainty that is worth betting investment dollars upon in today’s capital markets.  The reality is that you can’t expect to manage the myriad of market risks by simply conducting a market analysis once a year or once a quarter on an ongoing basis.  If you are going the private placement offering route (i.e.: seeking capital through the broker-dealer market) the compliance requirements of FINRA and the SEC for due diligence demand a whole lot more … More The Market Test: Why Capital Financing Success is so Elusive

Can You Sell Your House To The Bank & A Buyer At The Same Time & Still Own It?

Under the modified entry-fee approach there is a guarantee of access to care but no guarantee of cost containment.  The monthly fee will change over time but the resident gets to remain on the property as care needs change.  This is crucial because the adult children would rather sleep with rattlesnakes than move an elder.  It also creates an incredible profit-taking opportunity because we can use sophisticated capital structuring approaches to the contract structure that give the resident real control over their future estate (i.e.: receiving up to 99% of their entry fee upon leaving the community and the next resident taking possession of their living unit) and giving the developer the opportunity to generate tremendous yields before the property even commences operations.  … More Can You Sell Your House To The Bank & A Buyer At The Same Time & Still Own It?