Real Estate
Series A equity financing arranged for a four-year-old company providing complex co-working space and services to the life sciences industry in multiple US locations.
The company needed investors who understood the life sciences and real estate industries. Avalon identified a family office and private equity firm with relevant industry experience to complete the transaction. Funds will be used to enable expansion to additional locations throughout the US and internationally.
Arranged $110MM in Senior Debt for an independent real estate investment advisor and operator which provides investment advise to Penson Funds, Endowments, and Private Investors worldwide
Arranged an $80MM real estate debt facility for a long track record real estate sponsor in the Southeast United States. This bridge and construction facility will be used to develop a multi-family development on a 600-acre master plan community.
Secured a debt facility for the leading North American provider of private commercial real estate debt financing solutions.
$50 million of private equity arranged for North American Recovery Management, LLC a commercial real estate assets management company focused on purchasing and repurposing distressed real estate.
Advised on the closing of a $25MM co-invest vehicle for a fully-licensed, GSE-approved client, offering institutional investors access to bulk and flow Mortgage Servicing Rights (MSR) as an interest rate hedge and direct investment.
Arranged a $215MM senior lender finance credit facility for a specialty real estate lender who specializes in providing secured HELOC mortgages to residential real estate customers.
$50 million of private equity arranged for North American Recovery Management, LLC a commercial real estate assets management company focused on purchasing and repurposing distressed real estate.
Secured $80 million senior debt facility for a national specialty lender and partner to developers, focusing on net leased and sale-leaseback development projects.
Transaction advisor for the acquisition of Petrie Retail Stores in a 363-bankruptcy auction.
Secured $25 million debt facility for this business services firm which supports contractors with payment processing, risk management and lien release services and factors invoices to provide working capital liquidity.
Closed an $80MM debt facility for an experienced real estate sponsor in the Southeast U.S. The bridge and construction facility will fund a multi-family development within a 600-acre master-planned community. The client has acquired 28+ projects, totaling 2,600+ entitled acres and 6,000+ units.
Closed a $30MM co-invest vehicle for a fully-licensed, GSE-approved client, offering institutional investors access to Mortgage Servicing Rights (MSR) as both an interest rate hedge and direct investment. The capital will fund the purchase of bulk and flow MSRs tailored to clients' specific risk/return profiles.
Secured funding for a mid-size real estate investment and development firm specializing in multi-family rental properties. The firm develops affordable and market rate properties, and sponsors tax-advantaged and economic real estate investments.
Secured $80 million senior debt facility for a national specialty lender and partner to developers, focusing on net leased and sale-leaseback development projects.
Secured $60 million debt facility for a nationwide operator specializing in acquiring distressed residential real estate from institutional lenders, then stabilizing, managing and selling the properties.
Secured a $20.5 Million First Mortgage construction loan for a Build to Rent Owner/Operator to support the development and stabilization of its “Build to Rent” Community in the Sunbelt. The client has significant multistate development experience with a demonstrated track record of value creation. This loan was highly competitive providing higher leverage, compared to traditional lenders, while providing attractive pricing and flexible structure.
Urban Legacies Limited (URWLD) is developing a groundbreaking indoor adventure sports and lifestyle destination. The company aims to create a highly immersive active lifestyle facility that brings together 15+ adventure sports and experiences under one roof. URWLD's concept combines world-class sports facilities with elevated food and beverage offerings, experiential retail, and corporate event spaces.
Arranged a $145MM credit facility for a non-bank private real estate lender specializing in ground-up construction lending in high-growth North American markets.
Secured a debt facility for a U.S. lender providing balance sheet-backed and other capital solutions for U.S. commercial real estate firms from an overseas funding source.
Secured $60 million debt facility for one of the largest and fastest growing “No Credit Needed” leasing companies, which provides credit to customers via numerous retail partners across the United States.
Arranged £50MM JV-programmatic co-investment vehicle for a private CRE bridge lender based in the UK. Client provides highly structured mezzanine loans to UK-based commercial real estate developers with a JV component as part of the overall structure to actively engage and manage the development process and risk.
Arranged $20 million in structured credit to a land development company that specializes in the development of affordable and market rate housing.
Closed a $6.5M equity financing for Recurring Capital Partners, a provider of debt and equity capital for SaaS and recurring revenue model tech companies. The funding supports growth acceleration for companies with proven products and established customer bases.
Closed a $100MM credit facility for a seasoned real estate asset manager with 90,000+ acres of land and $3B in assets. The facility will fund land purchases identified by a major national homebuilder for near-term single-family home development, with expected cash flow in 6-24 months.