John B. Levy & Company
Structured Financing

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

4221 Forbes Boulevard 4221 Forbes Boulevard

$4.8 million in permanent financing provided for this 42,000 sf class-A office building located in Lanham, MD.

Fairfax Building Fairfax Building

$16 million in acquisition financing provided for a 148,812 sf class-A office building located within the Richmond, VA MSA.

International Tower Building International Tower Building

$15.2 million in permanent financing for this 82,000 sf office building located in Baltimore, MD.

Office Portfolio in VA and MD Office Portfolio in VA and MD

$209,580,000 in permanent financing for five separate financings secured by five Class A office buildings located in the Greater Washington, D.C. area. The properties were financed with permanent mortgages having a fixed-rate of 5.76% with 10-year interest-only loans.

Powder Mill Road office building Powder Mill Road office building

$12.5 million in permanent financing for this 115,000 sf office building located in Beltsville, MD.

Washington Business Park Washington Business Park

JBL arranged a $68,000,000 acquisition loan for the 565,991 sf office and flex campus in Lanham, Maryland through a complex assumption of existing debt. The portfolio is comprised of two office buildings and seven flex buildings.

Mayfaire Community Center Mayfaire Community Center

$14 mllion in permanent financing for a 200,000 sf retail center located in Wilmington, NC.

Mayfaire Town Center Mayfaire Town Center

$52 million in permanent financing for a newly-built 401,000 square foot high-end retail center in Wilmington, North Carolina.

Patriot Plaza Patriot Plaza

$3,500,000 in financing secured for this 76,517 square foot retail center located in Williamsburg, Virginia. The structure on this transaction allowed the lender to get comfortable with the property's current cash flow and the developer's ability to get the project fully leased. Proceeds of the new loan were used to payoff the former lender at a discount.

Fairfield Inn

$12 million in permanent financing for a brand new ocean front hotel in Virginia Beach. The transaction was financed with a 10 year term and a 25 year amortization.

Hotel Financings Hotel Financings

$45 million in permanent financing for nine separate hotel properties located in North Carolina, Maryland and Virginia

Portfolio of hotels in Virginia and Maryland Portfolio of hotels in Virginia and Maryland

$22,400,000 in financing provided for partnership recapitalization, first mortgage and equity investment for a portfolio of hotels located in Virginia and Maryland

Ludwell Apartments Ludwell Apartments

$8.9 million in permanent financing for this 118-unit top-tier residential property consisting of 23 brick buildings located on 4.5 acres of land in Williamsburg, Virginia adjacent to the College of William and Mary campus; nestled in a residential neighborhood; approximate five-minute walk to campus.

Park Investors LLC Park Investors LLC

$47,000,000 entity-level investment in a new company formed to acquire manufactured housing and mobile home communities in the Southeast and Southwest.

Pepperwood Townhomes Pepperwood Townhomes

$9.4 million in permanent financing provided for a 141 unit community located in the maritime community of Portsmouth, Virginia.

Sterling Oaks Apartments Sterling Oaks Apartments

$4.5 million in permanent financing for this 160-unit apartment complex located in the heart of Hampton Roads, Virginia.

Central Pennsylvania Industrial Properties Central Pennsylvania Industrial Properties

$23.3 million in permanent financing for 11 flex/industrial buildings located in Central Pennsylvania totaling 460,000 sf

CMI Asset Pool I, LLC CMI Asset Pool I, LLC

$40 million expandable revolving credit facility funded by a global hedge fund

Haxall Building Haxall Building

$6,500,000 in structured financing for this 40,000+ square foot mixed-use project located in downtown Richmond, Virginia. The property is located just a short walk from the James River and the eastern continuation of the canal walk. The three buildings that comprise Haxall View were originally a cafeteria and part of the cigar manufacturing department of the Edgeworth Tobacco warehouse complex.

Mobile Home Communities Mobile Home Communities

MHC portfolios comprised of 17 individual communities and 2,000 pads.

Our Services

Debt Placement

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

Oftentimes, the most crucial and most demanding piece of a real estate transaction is the...
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Structured Financing

Finding capital in today’s market isn’t necessarily the challenge. To ensure an asset...
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Research

Our reputation for producing the most extensive and precise research in the industry is something...
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