Real Estate Investment Banking
Delivering high-quality investment banking and real estate brokerage
Offering clients a differentiated business model with a full suite of real estate investment banking coverage, including both traditional investment banking and real estate brokerage. The team serves clients across real estate sectors, delivering high quality executions to notable public companies and niche, private players.
What we do
Real Estate Investment Trust (REIT)-Focused Equity Capital
- Public offerings for REITs (common, preferred, convert)
- Differential focus on unique institutional investors
- Active equity research coverage (~30 names)
Entity-Level Private Placements
- 144A or Regulation D private placement
- Structures created for issuer optionality to sell or go public
- Key relationships with potential lead institutional investors
Corporate Bond Offerings
- Rated institutional bond offerings
- Mortgage REITs, private lenders, real estate operators and developers
- Public, 144A or 4(a)2 private placements
Financial Advisory
- Strategic, unbiased financial advisory
- Board and special committee advisory agreements
- Licensed broker in New York state (property level)
Project-Level Capital
- Full capital stack solutions at the asset level (debt and equity)
- First mortgage debt, mezzanine, preferred and joint venture (JV) equity transactions
- Single asset or portfolio
Community Development Finance
- Tax credit equity capital (historic, New Markets Tax Credit and Low-Income Housing Tax Credit)
- Fund-level capital raising for Community Reinvestment Act credit (impact funds)
- Collaborations with public finance
