Capital Formation & Structured Finance Experts

A structured products banker, specializing in structured real estate finance

  • Real estate fund and syndication business structuring expertise
  • Thought leadership in the areas of real estate deal structuring and finance
  • Unique background, strong in leadership and structuring risk away from investment decision-making
  • Strong understanding of complex capital structures with the ability to insulate investor risk at the asset level.
  • Proven methodology for helping emerging and experienced fund managers structure offerings.
  • Meaningfully cultivate deal flow in a competitive market leveraging proprietary relationships
  • Ability to save emerging and experienced fund managers thousands in up front, pre-commitment costs.
  • Ability to provide real value at the asset level on assets that are mismanaged by utilizing revenue enhancement strategies
  • Employs back-to-basics underwriting for commercial opportunities leveraging proprietary models.
  • Facilitation of bulk asset trades, and ability to provide price discovery at the asset and portfolio level
  • Facilitates institutional capital introduction
  • Full team of internal analysts with unique investment banking experience and customized, proprietary financial modeling

This is who we can help with consulting services:

  • Capital providers looking to establish a fund or recapitalize, both utilizing institutional investors
  • Established, smaller funds looking to move from their retail investor base to institutional capital
  • Mortgage note purchasers looking for pool valuation and trade desk intelligence.
  • Commercial real estate sponsors who need specialized help with capital structure issues
  • Commercial real estate operators who need sponsorship substitution
  • Experienced commercial real estate sponsors who have a proven track record and are ready to establish a fund (preparation, pitch-book creation, road show preparation, capital introduction)
  • Commercial real estate seconds and partnership breakups

Free 30-Min Phone Consultation

Trisource Capital Advisors appt form

Consultation calls are generally received Mon – Thurs 8:30a – 12p PST.

Please call (323) 617-5037 or use the form to set up an appointment.