KENNEDY FUNDING 2 University Plaza, Suite 402, Hackensack, NJ 07601, P: (800) 342-8500, F: (201) 342-8373, www.kennedyfunding.com
Key Executives: Jeffrey Wolfer, President / Co-CEO; Kevin Regions of Operation: Midwest, Northeast, Southeast, Loan Types Sourced: Construction, Debt, Mezzanine,
Wolfer, Co-CEO; Matthew Cole, Southwest, West, International, Multi-Market Other
2008 PROJEC TION: $2 billion
LINCOLN CAPITAL GROUP, LLC 4601 Old Shepard Place, Suite 110, Plano, TX 75093, P: (214 )764-0095, F: (214) 764-0099, www.LincolnCapitalGroup.com
Key Executives: James E. Robertson, President Regions of Operation: Midwest, Northeast, Southeast, Industry Group: Investment Banker, Mortgage Banker Loan Types Sourced: Hybrid, Construction, Debt,
Southwest, West, International, Multi-Market Mortgage, Equity, Mezzanine, Fixed Rate, Variable Rate
MERIDIAN CAPITAL GROUP 1 Battery Park Plaza, New York, NY 10004, P: (212) 972-3600, F: (212) 612-0100, www.meridiancapital.com
Key Executives: Ralph Herzka, President and CEO; Financial Intermediary: $16.5 billion Southeast: $1.7 billion, Midwest: $990 million Dollar Volume by Region: Midwest: $990 million,
Aaron Birnbaum, Executive Vice President; Alan Fishman, Loan Types Sourced: Construction, Debt, Mortgage, Southwest: $420 million, West: $990 million Southwest: $420 million
Chairman Equity, Mezzanine, Fixed Rate, Variable Rate Dollar Volume by Property Type: Office: $2 billion, 2008 PROJECTION: $20 billion
Regions of Operation: Midwest, Northeast, Southeast, Property Type Percentages: Office: 12%, Industrial: Industrial: $495 million, Retail: $990 million
Southwest, West 3%, Retail: 6%, Multifamily: 60%, Hotel: 3% Multifamily: $9.9 billion, Hotel: $495 million, Other: $2.6
Industry Group: Mortgage Broker Dollar Volume by Region: Northeast: $12.3 billion, billion
METROPOLITAN CAPITAL ADVISORS 18111 Preston Road, Suite 650, Dallas, TX 75252, P: (972) 267-0600, F: (972) 267-0606, www.metcapital.com
Key Executives: Scott Lynn, Director/Principal 10%, Retail: 45%, Multifamily: 25% Recent Transactions: Midland Portfolio, 3100 Unit
Regions of Operation: Midwest, Southeast, Southwest, Dollar Volume by Region: Southeast: $150 million, Apartment Portfolio Midland TX Arbor Fixed Rate
West Midwest: $80 million, Southwest: $470 million, West: $80 Mortgage $130,000,000 Kroger Portfolio Three Kroger
Industry Group: Mortgage Broker million Anchored Shopping Centers, D/FW Metropolex floating rate
Financial Intermediary: $780 million Dollar Volume by Property Type: Office: $100 million, mortgage $28,000,000 plus $3,250,000 Mezz loan
Loan Types Sourced: Hybrid, Construction, Debt, Equity, Industrial: $20 million, Retail: $300 million, Multifamily: 2008 PROJECTION: $800 million
Mezzanine, Fixed Rate, Variable Rate, Other $200 million, Hotel: $50 million. Other: $110 million
Property Type Percentages: Office: 20%, Industrial:
MMR REALTY ADVISORS 3701 Maywood Court, Suite 101, Carrollton, TX 75007, P: (972) 394-3324, F: (972) 492-6753, www.MMR-RealtyAdvisors.com
Key Executives: Victor F. Russell, Managing Principal Loan Types Sourced: Construction, Debt, Equity, Dollar Volume by Property Type: Office: $10 million, Recent Transactions: Senior Living 153 units $20M-
Regions of Operation: Midwest, Southeast, Southwest, Mezzanine, Fixed Rate, Variable Rate Industrial: $4 million, Retail: $50 million Texas, Retail Shopping Ctr 250k Sq Ft $16M-Texas, Credit
West Property Type Percentages: Office: 5%, Industrial: 2%, Multifamily: $130 million, Other: $6 million Facility Refinancing of 9,500 Acs $250M-TX & TN.
Industry Group: Investment Advisory, Investment Banker, Retail: 25%, Multifamily: 65% Dollar Volume by Region: Midwest: $60 million, 2008 PROJECTION: $200 million
Mortgage Banker, Mortgage Broker Dollar Volume by Region: Southeast: $5 million, Southwest: $135 million
Financial Intermediary: $200 million Midwest: $60 million, Southwest: $135 million
MOLINARO KOGER CAPITAL MARKETS 8000 Towers Cresecent Drive, Suite 1200, Vienna, VA 22182, P: (703)760-9600, F: (703)760-9601, www.mkhotels.com
Key Executives: Edward Blum, Managing Director; Financial Intermediary: $650.0 million Dollar Volume by Region: Midwest: $100, Southwest: $50
Randy Gray, Senior Vice President; Pierre Ranjeva, Senior Loan Types Sourced: Hybrid, Construction, Debt, Recent Transactions: Amanresort's Le Melezin
Analyst Mortgage, Equity, Mezzanine, Fixed Rate, Variable Rate Courcheval 1850 French Alps resort refinance American
Regions of Operation: Midwest, Northeast, Southeast, Property Type Percentages: Hotel: 100% Hotel Development Partners capitalization for hotel port-
Southwest, West, International Dollar Volume by Region: Northeast: $125, Southeast: folio development Marriott Washington DC acquisition
Industry Group: CMBS/Conduit, Institutional Lender, $75, Midwest: $100, Southwest: $50 2008 PROJEC TION: $750 million
Investment Advisory, Investment Banker, Mortgage Banker, West: $100, International: $200
Mortgage Broker Dollar Volume by Property Type: Office: Hotel: $650.0
