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Masterson Capital Markets

How we arrange your commercial real estate financing

From compiling materials to comparing lenders and coordinating closing, here is what we do and what we need from you.

Start a conversationTell us about your property
How the firm works

One senior point of contact.
A team behind the work.

Your starting point

A property.
A business plan.

Managing principalMarshall
MastersonAnalyze · Structure
Negotiate · Coordinate
AnalystsModels · Loan sizing
MarketingLender materials
Business
developmentLender outreach
The objective

Financing that fits.
A path to closing.

One coordinated assignment, from the first review of the property through lender discussions and closing requirements.

The assignment

From your plans to lender terms

  1. 1CompileProperty + financials
  2. 2AnalyzeCash flow + repayment
  3. 3ApproachRelevant lenders
  4. 4CompareTerms + tradeoffs
  5. 5CloseDiligence + documents

The steps overlap as lenders review the request and the transaction develops.

1. Compile materials

We discuss the property, your plans and the timing. Then we collect the financial statements, rent roll, existing loan information and other materials needed to assess the request. Start with what you have; we will identify what is missing.

2. Analyze the financing

We review cash flow, value, the proposed budget and the repayment plan. We assess loan proceeds, terms and potential obstacles before putting the request in front of lenders.

3. Approach lenders

We prepare the financing package and contact lenders whose programs fit the property, business plan and sponsor. We coordinate questions and follow up on proposals.

4. Compare and negotiate

We compare proceeds, pricing, fees, recourse, prepayment and other terms. We help you weigh the tradeoffs and negotiate with the selected lender.

5. Coordinate closing

We work with you, the lender, counsel and third-party providers to track diligence, documentation and outstanding items. We review changes to the agreed terms as the transaction moves toward closing.

What to send us

A property address, a summary of the financing need, your timing and any financial materials already available. The financing documents checklist covers the usual requests by transaction type.

How we are paid

Our debt placement fee is agreed in writing and due only if the loan closes. Lender fees, legal expenses and third-party reports are separate. Consulting scope and compensation are set out in the engagement agreement.

More on our process

Our debt placement fee

Understand the engagement fee, when it is payable and which costs are separate.

Commercial loan closing costs: what to include

Build a transaction-specific closing budget using the proposed loan terms and estimates from the parties doing the work.

How we compare financing proposals from multiple lenders

How a CRE debt advisor coordinates lender outreach, compares financing proposals, and negotiates terms. Timing and results vary by transaction.

Your bank or a wider lender search: which fits the deal?

Relationship banking fits smaller repeat deals. On larger or complex assignments, a parallel process gives the borrower a broader basis for comparing terms.

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Have a financing need? Let’s talk.

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