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Learn more about our expansive Hospitality Division.


The Financial Concierges have the long-term Lender resources to provide our clients with immediate access to capital to expand the developer's portfolio by providing the funds to construct their new project or to refinance their existing portfolio.

The Financial Concierges provide:

  • advisory services
  • financial project assessment
  • asset management

With sixty some years of experience held by the principals, we selected specific lenders uniquely positioned to accommodate our clients who demand dedicated confidential services. These expectations are met by the competitive advantage we've developed over all these years which produces customized financing while operating at the highest level of sophisticated service possible.

The Financial Concierges analyze and package your loan materials, taking the time to achieve an understanding of the project first, then establishing an appropriate financial structure, and then matching the loan request with a lender from its proprietary sources. The negotiation of your loan terms and the management of the lender's progress, even after the funding is completed, is just simply part of our services.

We bring to the client the many years of technical expertise and experience in all facets of financing, with a background in real estate sales and development. We see both sides of a transaction from our experienced eye, and bring that expertise to the table for our clients.  

This experience has proven invaluable to our clients. We are able to suggest a myriad of financing approaches that simply would not be available to the client elsewhere.

We stand apart from the typical investment bankers and are dedicated  to providing comprehensive advice and customized investment solutions. Our clients have come to rely on us as an integral part of each transaction because we deliver a level of results yet unheard of in the industry thus our name "The Financial Concierges".

 


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Acquisition & Development Loans, Construction Loans, Non-recourse Construction Loans, Term Loans,
Condominiums, Multi-family, Hospitality, Hotel Construction Loans, Hotel Waterparks, Industrial, Warehouse,
Land Development, Mixed Use, Office, Single Family Subdivisions, Recreational, Retail, Casinos

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