Thoughtful, Creative & Pragmatic Solutions

Advisory

· Real estate transaction services and investment vehicle structuring/analysis

· Financial Analysis on behalf of high net worth and institutional investors regarding investment decisions, capital calls, and other private investment matters.

· Advisory - Debt and Equity Financing of real estate developments & acquisitions

· Recapitalization / Refinancing of existing assets

· Restructuring / Workout Advisory

· Principal Investments in distressed real property or real estate-secured promissory notes

· Acquisition and disposition decisions taking operations, capital markets, product cycle, and general market conditions into consideration.

Capital Markets

Battleson REA's broad knowledge of the development, bridge, and permanent financing capital markets provides for rapid, reliable sourcing and structuring of complex transactions in tight and liquid investment environments.

First Mortgage:

· Permanent Debt

· Conduit / CMBS Loans

· Construction / Development

· Value-Add / Rehabilitation

· Bridge Loans

· Land Loans

Equity & Subordinated Structures:

· Joint Ventures

· Preferred Equity

· Mezzanine

· Pre-Sales

· Take-out Commitments

Thousands of Sources:

· Conventional Banks

· Insurance Companies

· Credit Firms

· Pension Plan Advisers

· Private Equity

· REITs

· Family Offices

· HNWI investors

Management

PROJECT, DEVELOPMENT, ASSET & PORTFOLIO MANAGEMENT

Turnkey Engagements:

· Asset Management

· Development Management

· Construction Management

· Property Management

· Association Management

Narrow Engagements:

· Site Selection

· Market Analysis

· Entitlements

· Title & Survey Oversight

· Third-Party Coordination

· Financial Analysis

· Operations Consulting

· Disposition Management