top of page

Real Estate Preferred Equity / Mezzanine

Property type:

  • Residential: Multifamily, Student Housing, SFR, and For-Sale Housing

  • Healthcare: Nursing Homes, Assisted Living, Continuous Care, and Senior Living Facilities

  • Industrial: Warehouse Distribution Facilities, Cold Storage, Build-To-Suit Basis

  • Other: Self-Storage, Office, Retail, and Hospitality

Investment Type:

  • Development

  • Acquisitions

  • Refinancing / Workouts / Recapitalization


  • $2-50 million

Hold Period:

  • Up to 5 years


  • Up to 88% Loan-To-Cost (LTC) in a senior position to the sponsor’s equity

Preferred Return:

  • 10-15% preferred return (depending on the risk level and profit sharing participation, if relevant)

  • Unpaid preferred return accrues and compounds until repayment


  • Typically, assignment of the Sponsor Interest in the owning LLC

Profit Sharing:

  • Profit Sharing is deal-dependent. Generally represents a split of excess profits after payment of preferred return and return of capital to both the senior equity and the sponsor


  • 15-30 days

Sponsor / Company


Common / JV Equity
Preferred Equity


bottom of page