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Preferred Equity
- A great way to balance interests of the parties involved.
- Flexible way to recapitalize projects with inconsistency in cashflows
- More flexible than Mezzanine Debt
- Works well with Redevelopment projects
- Usually consists of a Preferred return and an Accrual or Equity Participation on upside.
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Light Value Add
with Existing Cashflow
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- $2 to $25 million
- Up to 90% Loan to Cost
- Returns of 10-15% to Preferred Investors
- Usually acts like Mezzanine without some of the cosntrictions of debt
- Preferred Return plus Accrual
- No Participation by Investors
Significant Reposition
with or without supporting cashflow
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- $3 to $30 million
- Up to 90% Loan to Cost
- Targeted Returns of 12-20+% to Preferred Investors/JV Partners
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-Preferred plus Accrual
OR
-Preferred plus Participation
Opportunistic
(Redevelopment or Major Repositioning)
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- $3 to $30 million
- Up to 90% Loan to Cost
- Returns of 15-25%+ to Preferred Investors / Joint Venture Partners
- Participating Interest to Investors
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