structured financing

Finding capital in today’s market isn’t necessarily the challenge. To ensure an asset reaches its potential, the challenge is finding the right capital and the right capital partner. Along with our unparalleled research capabilities, John B. Levy & Company often serves as consultant to developers and builders, providing insight and analysis for structuring capital, positioning assets and maneuvering through rapid shifts in the market.

Proper debt structuring can develop and maximize profits for any transaction, whether for acquisitions or recapitalizations. We handle even the most complex financial transactions, including second mortgages, mezzanine financing and equity placement. Our team steers the equity transaction from start to finish by:

• Understanding the sponsor’s goals and objectives
• Building financial models to study potential financial structures
• Gathering optional details to allow for proper marketing
• Determining proper capital sources
• Negotiating financial terms

With our guidance, you’ll gain a significant competitive advantage as you pursue opportunities within the market.

Recent Projects

Canal Crossing

$13,000,000, 10-year fixed rate permanent financing, takes out a construction and mezzanine loan. The structure was complicated by historic tax credits as well as leasing reserves and holdbacks. In 2002, John B. Levy & Company arranged for $10,000,000 in non-recourse construction financing, when the building was only 30 % pre-leased – unheard of for this market. Canal Crossing “Tower” and “Annex” are an adaptive reuse of a mid-rise warehouse and a tobacco curing facility constructed in phases between 1916 and 1948 and entirely renovated in 2003/2004. The combined buildings contain approximately 101,876 net rentable square feet of office and retail space.

REVA Triad

Placement of $13,800,000 in acquisition financing for 14 office/flex/warehouse buildings located in the Piedmont Triad of Winston-Salem and Greensboro, North Carolina. The TIC structured allowed multiple owners to participate in ownership of this quality real estate.

Comfort Inn Midlothian

Placement of $6,300,000 in acquisition financing for this 150-unit hotel located in the Richmond, Virginia suburb of Midlothian.

Century Oaks Apartments

Placement of $7,400,000 in short-term, floating-rate financing for the acquisition/rehab of this apartment complex located in Durham, North Carolina.

Riverwalk Apartments

$16,500,000 in permanent financing on behalf of Greater Greensboro Investment Properties L.L.C. The financing was secured by the River Walk Apartments located in Greensboro, North Carolina. The property was financed with a permanent mortgage carrying a 5.83% interest rate and having a 10-year term that amortizes over 30 years. River Walk Apartments are located on approximately 34.1 acres and are adjacent to North Carolina A&T’s campus in Greensboro, North Carolina. The student-housing complex consists of 151 renovated units and 72 new units. Eighty existing buildings were extensively reconstructed/remodeled and six new three-story apartment buildings were constructed.

The Lodge at Hunton Park

$25,000,000 in permanent takeout financing on behalf of Lodge, LLC a limited liability partnership. The financing was for the Lodge at Hunton Park, a luxury apartment community in Richmond, Virginia. The property was financed with a permanent mortgage having a 10 year term that amortizes over 30 years, at 5.44 percent interest, and was closed in record time.

11 Flex/Industrial Buildings in Central Pennsylvania

$23,300,000 in permanent financing for this two-property portfolio consisting of 11 flex/industrial buildings located in Central Pennsylvania. The TIC structured allowed multiple owners to participate in ownership of this quality real estate.

Wellstone Retirement Communities

Placement of $40 million expandable revolving credit facility for a senior living portfolio comprised of nine independent living properties with 1,398 units located in Florida, Texas and Oklahoma.

Our Services

Debt Placement

We understand that constructing commercial real estate debt is a series of complex steps. Our...
Find out more

Equity

Oftentimes, the most crucial and most demanding piece of a real estate transaction is the...
Find out more