Abstract Structure

To date, our team has
funded over
$100 million
in loans

Sonoma County Retail.png

CALIFORNIA
RETAIL

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. 

SSF Industrial.jpg

SOUTH SAN 

FRANCISCO

INDUSTRIAL FLEX

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.

CA Industrial.jpg

CALIFORNIA

INDUSTRIAL 

Location: California City, California

Amount: $1,350,000

Term: 12 months

Lien: 1st

Funding Date: February 2021

Takeout financing for a specialty use building.

San Diego Commercial

SAN DIEGO

COMMERCIAL

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.

LA QUINTA

LOTS

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. 

Los Angeles Industrial.jpg

LOS ANGELES

INDUSTRIAL

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.

San Diego Industrial.jpg

SAN DIEGO

INDUSTRIAL

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.

San Diego Residential.jpg

SAN DIEGO

TWO UNIT RESIDENTIAL PROPERTY 

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. 

San Francisco Retail.jpg

SAN

FRANCISCO RETAIL

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. 

CA Industrial Flex.png

CALIFORNIA

INDUSTRIAL FLEX

Location: Grover Beach, California

Amount: $2,450,000

Term: 18 months

Partner buyout.

San Diego Industrial.png

SAN DIEGO

INDUSTRIAL

Location: San Diego, California

Amount: $500,000

Term: 12 months

Lien: 2nd

Second mortgage to provide cash out for other property investments.

Monterey Office.png

MONTEREY

OFFICE 

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.

Montana Hotel.jpg

MONTANA

HOTEL

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.

SF Mixed Use.jpg

SAN

FRANCISCO MIXED USE

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.

California Motel.png

CALIFORNIA

MOTEL

Location: Burney, California

Amount: $1,300,000

Term: 24 months

Lien: 1st

Purchase loan for motel to facilitate a 1031 exchange.

Santa Clara Condo.jpg

SANTA CLARA 

COMMERCIAL CONDO

Location: Santa Clara, California

Amount: $500,000

Term: 12 months

Lien: 2nd

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

Modesto Office

MODESTO

OFFICE FLEX

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.

Santa Rosa Land.png

SANTA ROSA

LAND

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.

Odessa Industrial.JPG

ODESSA

INDUSTRIAL

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.

San Diego Commercial.jpg

SAN DEIGO

COMMERCIAL

Location: San Diego, California

Amount: $400,000

Term: 24 months

Lien: 2nd

Proceeds used for the acquisition of another project.

Corona Del Mar Retail.jpg

CORONA DEL

MAR RETAIL

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. 

Arizona Retail.jpg

ARIZONA

STRIP RETAIL

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.

Chula Vista Retail.jpg

CHULA VISTA

RETAIL & OFFICE

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.

California MHC.jpg

CALIFORNIA

MOBILE HOME COMMUNITY

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. ​

San Rafael Retail.png

SAN RAFAEL

RETAIL & OFFICE

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.

SF Multifamily.jpg

SAN

FRANCISCO MULTIFAMILY

Location: San Francisco, California

Amount: $450,000

Term: 6 months

Lien: 2nd

Loan to bridge from opportunistic purchase to sale.

San Diego Commercial.jpg

SAN DIEGO
COMMERCIAL

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!

Santa Ana Industrial.png

SANTA ANA

INDUSTRIAL FLEX

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.

Utah Ranch.jpg

UTAH

RANCH LAND

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.

Berkeley Multi-unit Residential.jpg

BERKELEY

MULTI-UNIT RESIDENTIAL

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.

Whittier Multifamilyjpg

WHITTIER

MULTIFAMILY

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.​

San Diego Commercial.png

SAN DIEGO

COMMERCIAL

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. 

Monterey Office Building.jpg

MONTEREY

OFFICE BUILDING

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. 

San Diego Commercial.png

SAN DIEGO

COMMERCIAL

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.

San Francisco Multifamily.jpg

SAN

FRANCISCO MULTIFAMILY

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.

San Diego Commercial.png

SAN DIEGO

COMMERCIAL

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.

SF Restuarants.png

SAN

FRANCISCO 

RESTAURANTS

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.

Berkely Mixed Usejpg

BERKELEY

MIXED-USE 

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.

California Retail.png

CALIFORNIA

RETAIL

Location: Poway, California

Amount: $200,000

Term: 24 months

Lien: 2nd

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

Fairfax Multifamily.png

FAIRFAX

MULTIFAMILY

Location: Fairfax, California

Amount: $514,000

Term: 12 months

Lien: 1st

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

California Fix and Flip.jpg

CALIFORNIA

SINGLE FAMILY FIX AND 

FLIP

Location: Escondido, California

Amount: $575,000

Term: 8 months

Lien: 1st

Bridge loan to purchase, renovate and sell the property.

Santa Clara Condo.jpg

SANTA CLARA 

COMMERCIAL CONDO

Location: Santa Clara, California

Amount: $3,500,000

Term: 24 months

Lien: 1st

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

Modesto Office.jpg

MODESTO

OFFICE FLEX

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.

Stockton Self-Storage.jpg

STOCKTON

SELF-STORAGE

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. 

New York Industrial.jpg

NEW YORK

INDUSTRIAL

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.

San Diego Mixed Use.jpg

SAN DEIGO

MIXED-USE

Location: San Diego, California

Amount: $400,000

Term: 24 months

Lien: 2nd

Proceeds used for the acquisition of another project.

Sacramento Retail.jpg

SACRAMENTO

RETAIL & OFFICE

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.

SF Mixed Use.jpg

SAN

FRANCISCO MIXED USE

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.

California Multifamily.jpg

CALIFORNIA

MULTIFAMILY

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.

California Retail.png

CALIFORNIA 

RETAIL

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. 

SF Multifamily.jpg

SAN

FRANCISCO MULTIFAMILY

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.

Capitola Multifamily.jpg

CAPITOLA

MULTIFAMILY

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. 

San Diego Office.jpg

SAN DIEGO
OFFICE

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.

San Diego Land.jpg

SAN DIEGO

LAND

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.

California Industrial Park.png

CALIFORNIA

INDUSTRIAL PARK

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.

Oakland Hotel.jpg

OAKLAND

HOTEL

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.

Portland Industrial.jpg

PORTLAND

INDUSTRIAL

Location: Portland, Oregon

Amount: $530,000

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

Travel Inn.png

SAN

FRANCISCO MOTEL

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. 

SAN

FRANCISCO MIXED USE

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. 

San Diego Retail.jpg

SAN DIEGO

RETAIL

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.

San Francisco Multifamily.jpg

SAN

FRANCISCO MULTIFAMILY

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.

San Diego Commercial.jpg

SAN DIEGO

COMMERCIAL

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. 

Las Vegas Retail.jpg

LAS VEGAS

RETAIL

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.

SF Multifamily.png

SAN

FRANCISCO MULTIFAMILY

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.

Georgia Industrial Flex.jpg

GEORGIA

INDUSTRIAL FLEX

Location: Marrieta, Georgia

Amount: $1,500,000

Term: 6 months

Bridge loan.

San Rafael Retail.jpg

SAN RAFAEL

RETAIL

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.

Atlanta Office Flex.jpg

ATLANTA

OFFICE FLEX

Location: Atlanta, Georgia

Amount: $2,700,000

Term: 6 months

Bridge loan to equity raise.

San Diego Commercial.jpg

SAN DIEGO

COMMERCIAL

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.

FL and GA Office Flex.jpg

TAMPA &

ATLANTA OFFICE FLEX

Location: Tampa, Florida & Atlanta, Georgia

Amount: $1,500,000

Term: 6 months

Lien: 3rd & 4th

Bridge loan for three properties.

San Diego Mixed Use.jpg

SAN DIEGO

MIXED-USE INDUSTRIAL

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.

Indiana Office.jpg

INDIANA

OFFICE

Location: Indianapolis, Indiana

Amount: $2,150,000

Term: 12 months

Lien: 1st

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

SF Multifamily.jpg

SAN

FRANCISCO MULTIFAMILY

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.

California Retail.jpg

CALIFORNIA

RETAIL & OFFICE

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.

SF Hotel.jpg

SAN

FRANCISCO HOTEL

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.

Palo Alto Motel.png

PALO ALTO

MOTEL

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. 

Calistoga Resort.jpg

CALISTOGA

RESORT

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.

Palo Alto Motel.jpg

PALO ALTO

MOTEL

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.