What We Do
We provide the specialized support private debt funds, bridge lenders, and real estate lending platforms need to manage portfolios, protect capital, and resolve complex credit situations.
Portfolio Oversight & Credit Monitoring
Ongoing portfolio-level review of loan performance, concentration risk, sponsor exposure, and emerging credit concerns. Watchlist development and maintenance, covenant and reserve monitoring, and quarterly credit surveillance to support proactive portfolio management.
Asset Management & Borrower Engagement
Active asset management for performing and underperforming loans. Borrower engagement and relationship management, business plan review and variance tracking, operator and property manager oversight, and periodic reporting aligned with credit committee requirements.
Underwriting & Independent Deal Review
Independent underwriting and credit analysis for new originations, refinancings, amendments, and modifications. Sponsor strength evaluation, business plan review, downside scenario analysis, and investment committee memo support.
Distressed Assets & Special Situations
Hands-on advisory for underperforming and distressed loans. Borrower negotiation and forbearance analysis, foreclosure and receivership planning and execution, asset takeover underwriting, property management transitions, and capital recovery modeling through disposition.
Construction Draw Management & Oversight
Draw request review and approval support, budget-to-actual variance tracking, contractor and inspector coordination, and construction milestone monitoring for ground-up and renovation projects.
Monthly retainer for ongoing portfolio oversight and asset management. Project-based for targeted underwriting, deal reviews, or specific asset-level assignments. Special situations engagements for workouts, foreclosures, and distressed asset management deployed when a situation requires immediate senior attention.
For rates and project-specific quotes, contact us directly.