Sustainable Finance
As ESG/sustainability performance, building methods, technologies and tennant-demands continue to outpace the norm, borrowers need smart capital that is reflective of their commitment and investments into sustainable properties. Institutions require profitable solutions that can seamlessly address extensive and complex processes from the lens of each party involved to the real estate transaction, while providing a consistent ESG/sustainability benchmark that addresses the individual property from the broader portfolio view. Our sustainable debt and equity solutions are transparently aligned to the ESG-Rated Standards and result in a streamlined, turn-key process which provides lenders the needed assurance, building design expertise and underwriting performance targets while guaranteeing borrowers the best and fairest terms on the market for their sustainability commitment and investments. Our high-performance ESG solution addresses the total financing lifecycle throughout the cap stacks.
Lending & Asset Mananagement Process
1. Alternative investment need
- Debt
- Equity
2. Financing structure
- Equity
- Senior Debt
- Permanent Financing
- Core, Core+, Value-add
- Acquisition
- Mezzanine
- Pace/other
- New Construction
- Capital Improvement
- Portfolio
3. Transaction alignment
- Borrowers needs
- Lenders underwriting conditions
- Standards review
4. Non-binding term sheet(s)
- Underwriting checklist
- Pre-approval/soft approval
- Interest rate, conditional terms
5. Terms and conditions
- ESG-rated certification selection
- Floor interest-rate extended
- Signed and submitted into underwriting
6. Closing documents drawn
- Closing completed
- Project standard modeled for borrower and lender