Location: Cotati, California

Amount: $2,100,000

Term: 24 months

Lien: 1st

Funding Date: June 2021

​

Cash-out refinance on a retail property in Sonoma County, California. Borrower to use proceeds for final site work and tenant improvements. 

​

Location: South San Francisco, California

Amount: $720,000

Funding Date: March 2021

​

Preferred debt/​equity investment for an operating business. Loan secured by a long-term leasehold interest in business operations.

​

Location: California City, California

Amount: $1,350,000

Term: 12 months

Lien: 1st

Funding Date: February 2021

​

Takeout financing for a specialty use building.

​

Location: San Diego, California

Amount: $2,000,000

Term: 24 months

Lien: 1st

​

Refinance and cash-out to a repeat borrower secured by a commercial property. Quick close before year end.

​

Location: La Quinta, California

Amount: $480,000

Term: 12 months

Lien: 1st

​

Cash-out financing on two adjacent residential lots in a high-end community. Borrower to market properties for sale. 

​

Location: South Gate, California

Amount: $1,080,000

​

Preferred debt/equity investment for an operating business. Loan secured by long term leasehold interest in business operations.

​

Location: San Diego, California

Amount: $600,000

Term: 12 months

Lien: 2nd

​

Cash out to the borrower for short-term liquidity while pending closings finalized. The loan funded in 3 business days.

​

Location: San Diego, California

Amount: $1,000,000

Term: 12 months

Lien: 2nd

​

The property was on a long term lease to a public company. Cash out loan to be used for other real estate investments. 

​

Location: San Francisco, California

Amount: $1,575,000

Term: 12 months

Lien: 1st

​

Acquisition financing for a vacant retail property in the heart of San Francisco. Funding allowed the borrower to position the property for new tenants and resale. 

​

Location: Grover Beach, California

Amount: $2,450,000

Term: 18 months

​

Partner buyout.

​

Location: San Diego, California

Amount: $500,000

Term: 12 months

Lien: 2nd

​

Second mortgage to provide cash out for other property investments.

​

Location: Monterey, California

Amount: $2,300,000

Term: 24 months

Lien: 2nd

​

Second mortgage on a downtown Monterey office building. Funds used to pay off existing debt.

​

Location: Billings, Montana

Amount: $800,000

Term: 36 months

Lien: 1st

​

Purchase loan for a hotel. Repeat borrower in a 1031 exchange where timing was critical.

​

Location: San Francisco, California

Amount: $1,100,000

Term: 24 months

Lien: 2nd

​

Second mortgage on mixed use property with cash-out to purchase another property. Repeat borrower and property.

​

Location: Burney, California

Amount: $1,300,000

Term: 24 months

Lien: 1st

​

Purchase loan for motel to facilitate a 1031 exchange.

​

Location: Santa Clara, California

Amount: $500,000

Term: 12 months

Lien: 2nd

​

Bridge loan to take out construction financing. A/B loan structure.

​

Location: Modesto, California

Amount: $631,845

Term: 24 months

Lien: 1st

​

Note purchase from a commercial bank and modification to allow time for the borrower to re-tenant the property and either refinance with conventional financing or sell.

​

Location: Santa Rosa, California

Amount: $2,200,000

Term: 12 months

Lien: 1st

​

Bridge loan to complete pre-development costs for a housing project. Borrower to seek construction loan.

​

Location: Odessa, Texas

Amount: $735,000

Term: 24 months

Lien: 1st

​

Purchase money loan for a vacant single tenant industrial property in a growth market of Texas.

​

Location: San Diego, California

Amount: $400,000

Term: 24 months

Lien: 2nd

​

Proceeds used for the acquisition of another project.

​

Location: Corona Del Mar, California

Amount: $1,400,000

Term: 24 months

Lien: 1st

​

Funded to pay off a maturing loan for the borrower. Property located in a highly desirable retail location with high traffic and strong values. 

​

Location: Glendale, Arizona

Amount: $1,000,000

Term: 24 months

Lien: 1st

​

Borrower wanted to capitalize on the value increase and hold the asset for appreciation. We funded the project in two weeks. After funding, the borrower did a full renovation and subsequent lease-up.

​

Location: Chula Vista, California

Amount: $900,000

Term: 12 months

Lien: 1st

​

We had an existing loan on the property which was now being sold. Rather than taking the lengthy route of a bank loan, the new buyer asked us for financing to accommodate their goal of repositioning the property and improving the tenancy and value of the asset.

​

Location: Manteca, California

Amount: $1,100,000

Term: 12 months

Lien: 1st

​

Borrower had owned the subject property for more than 15 years. The occupancy had dropped slightly below 80% as they moved out problem tenants and their bank refused to extend the existing loan with near-term maturity because of the vacancy. The borrower concluded our bridge loan would give them time to increase the occupancy to acceptable levels and refinance with conventional financing. ​

​

Location: San Rafael, California

Amount: $365,000

Term: 24 months

Lien: 2nd

​

Second lien on a retail property in a prime location of San Rafael.

​

Location: San Francisco, California

Amount: $450,000

Term: 6 months

Lien: 2nd

​

Loan to bridge from opportunistic purchase to sale.

​

Location: San Diego, California

Total Loan Amount: $6,375,000

Term: 18 months

Lien Positions: 1st & 2nd

Funding Date: May 2021

​

Four acquisition loans for two commercial properties acquired for future development potential. Our financing enabled an up-leg purchase into a 1031 exchange. This transaction was funded in 7 days!

​

Location: Santa Ana, California

Amount: $1,080,000

Funding Date: February 2021

​

Preferred debt/​equity investment for an operating business. Loan secured by a long-term leasehold interest in business operations.

​

Location: Utah

Amount: $1,000,000

Term: 12 months

Funding Date: February 2021

​

Loan to an established borrower to facilitate the acquisition of a 186-acre parcel of ranch land near Park City, Utah.

​

Location: Berkeley, California

Amount: $1,600,000

Term: 12 months

Lien: 1st

​

Cash-out financing on a multi-unit residential property in Berkeley. Financing for a repeat borrower to prepare the property for sale.

​

Location: Whittier, California

Amount: $1,306,000

Term: 18 months

Lien: 1st

​

Purchase and renovation financing for a 7-unit apartment building. Borrower to convert extra space into additional units.​

​

Location: San Diego, California

Amount: $650,000

Term: 12 months

Lien: 2nd

​

Cash out financing for predevelopment costs to convert the building into event space. Quick close for a repeat borrower. 

​

Location: Monterey, California

Amount: $300,000

Term: 12 months

Lien: 2nd/3rd

​

Financing for an office building in Monterey, California. Debt was secured by two properties. 

​

Location: San Diego, California

Amount: $675,000

Term: 18 months

Lien: 1st

​

Purchase financing with the borrower looking to lease or sell. A/B loan structure.

​

Location: San Francisco, California

Amount: $100,000

Term: 12 months

Lien: 1st

​

Cash-out financing to be used for finalizing construction on two other properties. Repeat borrower and repeat property.

​

Location: San Diego, California

Amount: $530,000

Term: 12 months

Lien: 2nd

​

Purchase loan for commercial property for the borrower to flip. A/B loan structure.

​

Location: San Francisco, California

Amount: $2,050,000

Term: 24 months

Lien: 1st

​

Purchase loan for two restaurants to facilitate a 1031 exchange. Borrower planning to refinance with an SBA loan.

​

Location: Berkeley, California

Amount: $503,766

Term: 18 months

Lien: 2nd

​

Second mortgage on a mixed-use property being purchased for its conversion to 15-unit shared living facility.

​

Location: Poway, California

Amount: $200,000

Term: 24 months

Lien: 2nd

​

Second mortgage on a retail property. Funds used to renovate a separate property.

​

Location: Fairfax, California

Amount: $514,000

Term: 12 months

Lien: 1st

​

Purchase financing for a tri-plex. Borrower to lease out all units.

​

Location: Escondido, California

Amount: $575,000

Term: 8 months

Lien: 1st

​

Bridge loan to purchase, renovate and sell the property.

​

Location: Santa Clara, California

Amount: $3,500,000

Term: 24 months

Lien: 1st

​

Bridge loan to take out construction financing. A/B loan structure.

​

Location: Modesto, California

Amount: $592,515

Term: 24 months

Lien: 1st

​

Note purchase from a commercial bank and modification to allow time for the borrower to re-tenant the property and either refinance with conventional financing or sell.

​

Location: Stockton, California

Amount: $2,890,000

Term: 24 months

Lien: 1st

​

Refinance of a conventional mortgage. Borrower using bridge loan to bring property up to stabilized occupancy before putting another conventional mortgage in place. 

​

Location: Buffalo, New York

Amount: $1,400,000

Term: 27 months

Lien: 1st

​

Payoff of existing mortgage to allow the owner time to extend the lease and refinance or sell.

​

Location: San Diego, California

Amount: $400,000

Term: 24 months

Lien: 2nd

​

Proceeds used for the acquisition of another project.

​

Location: Sacramento, California

Amount: $1,000,000

Term: 12 months

Lien: 1st

​

Funded to pay off an existing first lien in default for a repeat borrower. Property was subsequently sold in an orderly manner.

​

Location: San Francisco, California

Amount: $1,500,000

Term: 24 months

Lien: 1st

​

Repeat borrower that returned to us for financing a property in which he had negotiated a below market acquisition. His bank moved slowly and declined due to a deferred maintenance issue. We funded on time to complete acquisition despite intervening holidays.

​

Location: Lakeside, California

Amount: $460,000

Term: 24 months

Lien: 1st

​

Borrower used the funds to acquire this 4-unit property east of San Diego. Their bank declined due to the complexity of the transaction and our loan funded the entire purchase price. We worked with the borrower to combine other properties they owned into a suitable collateral package. With our help, the borrower acquired the property to rehab and hold.

​

Location: Poway, California

Amount: $250,000

Term: 24 months

Lien: 2nd

​

Second lien on retail center. Proceeds to cure deferred maintenance and prepare for refinance. 

​

Location: San Francisco, California

Amount: $175,000

Term: 24 months

Lien: 2nd

​

Second lien on two unit building in a high end area of San Francisco.

​

Location: Capitola, California

Amount: $700,000

Term: 24 months

Lien: 1st

​

Acquisition loan on a four unit compound in a desirable area of Capitola, California. 

​

Location: San Diego, California

Amount: $600,000

Term: 12 months

Lien: 2nd

Funding Date: April 2021

​

Cash-out financing for additional real estate investments. Property consists of a single-tenant office building with on-site parking and development potential.

​

Location: San Diego, California

Amount: $1,575,000

Term: 12 months

Lien: 1st & 2nd

Funding Date: February 2021

​

Acquisition financing for redevelopment purposes. A/B loan structure.

​

Location: Norwalk, California

Amount: $500,000

Term: 15 months

Lien: 2nd

Funding Date: January 2021

​

Cash-out financing to facilitate a partner buyout. Borrower to seek conventional financing.

​

Location: Oakland, California

Amount: $400,000

Term: 5 months

Lien: 2nd

​

Cash-out financing on a hotel property in Oakland, California. Financing to a repeat borrower for short-term cashflow needs.

​

Location: Portland, Oregon

Amount: $530,000

​

Preferred debt/equity investment for an operating business. Loan secured by long term leasehold interest in business operations.

​

Location: San Francisco, California

Amount: $2,000,000

Term: 12 months

Lien: 2nd

​

Loan provided cash-out to the borrower to repay loan used for financing other property purchases. Funded in 5 business days. 

​

Location: San Francisco, California

Amount: $1,550,000

Term: 12 months

Lien: 1st

​

Purchase loan for a building with apartment units over a vacant retail space. Borrower planning to lease the retail space. 

​

Location: San Diego, California

Amount: $1,485,000

Term: 18 months

Lien: 1st

​

A/B loan structure to facilitate the acquisition and sale. Borrower to lease and flip the asset.

​

Location: San Francisco, California

Amount: $575,000

Term: 5 months

Lien: 1st

​

Loan acquisition and modification to facilitate the borrower's orderly sale of the property versus foreclosure.

​

Location: San Diego, California

Amount: $1,900,000

Term: 12 months

Lien: 1st

​

Purchase loan for commercial property for the borrower to flip. A/B loan structure. 

​

Location: Las Vegas, Nevada

Amount: $2,375,000

Term: 12 months

Lien: 1st

​

Purchase loan for retail property. Quick turnaround to accommodate a 1031 exchange.

​

Location: San Francisco, California

Amount: $550,000

Term: 12 months

Lien: 1st

​

Bridge loan for a 6-unit apartment with a maturing mortgage. Borrower needed time to sell and could not get an extension from his existing lender.

​

Location: Marrieta, Georgia

Amount: $1,500,000

Term: 6 months

​

Bridge loan.

​

Location: San Rafael, California

Amount: $950,000

Term: 12 months

Lien: 1st

​

Refinance of a conventional first lien. Property needed to stabilize occupancy to prepare for conventional financing. We provided a 1st and 2nd lien on the property.

​

Location: Atlanta, Georgia

Amount: $2,700,000

Term: 6 months

​

Bridge loan to equity raise.

​

Location: San Diego, California

Amount: $550,000

Term: 24 months

Lien: 3rd & 4th

​

Blanket lien on two properties to help finance a purchase. Repeat borrower.

​

Location: Tampa, Florida & Atlanta, Georgia

Amount: $1,500,000

Term: 6 months

Lien: 3rd & 4th

​

Bridge loan for three properties.

​

Location: San Diego, California

Amount: $900,000

Term: 24 months

Lien: 2nd

​

Cash out second lien providing funds to build-out another property owned by the principal who is a repeat borrower.

​

Location: Indianapolis, Indiana

Amount: $2,150,000

Term: 12 months

Lien: 1st

​

Year end quick close to facilitate the acquisition for a 1031 exchange. 

​

Location: San Francisco, California

Amount: $1,000,000

Term: 24 months

Lien: 1st

​

Purchase money loan for a repeat borrower acquiring another building in San Francisco. Borrower looking to renovate and refinance with a conventional loan.

​

Location: San Jacinto, California

Amount: $1,500,000

Term: 24 months

Lien: 1st

​

Borrower wanted to combine this property with the adjacent self-storage property controlled by a co-investor, and sell it to another party. They didn't have time to deal with a lengthy bank loan process to obtain this bridge loan. Our loan closed in three weeks and enabled this repeat borrower to achieve their goals.

​

Location: San Francisco, California

Amount: $1,500,000

Term: 24 months

Lien: 2nd

​

Borrower came to us to provide financing on an existing holding to enable the purchase of two additional properties. This was a highly structured transaction to accommodate the existing first mortgage. We funded the loan in two weeks.

​

Location: Palo Alto, California

Amount: $2,200,000

Term: 24 months

Lien: 1st

​

Borrower had owned the subject property for over 30 years. After protracted negotiations with their bank, the owner came to us. Our initial funding was a second lien for $900k. Subsequently, we funded an additional $1.3m to take out prior financing. This solved the borrower's financing needs and allowed them to focus on the management of their portfolio. Additional collateral included a 10,000 SF single-family property. 

​

Location: Calistoga, California

Amount: $950,000

Term: 18 months

Lien: 1st

​

Refinance acquisition loan on resort under redevelopment. Our loan enabled the borrower to improve the property and refinance with conventional financing.

​

Location: Palo Alto, California

Amount: $900,000

Term: 24 months

Lien: 2nd

​

Second lien on a motel in Palo Alto near Stanford Medical Center plus a 10,000 SF single family residence as additional collateral. 

​