1111 Brickell Avenue, Suite 2375
Miami , FL 33131
P: (305) 537-2414
F: (305) 402-8011
Email: cscurtis@slcapmarkets.com
Website: www.slcapmarkets.com
Key Executives: Constantine S. Curtis, Co-Chairman; David Lynd, Co-Chairman;
Marc Suarez, Executive Managing Director; Lisa DeMarco, Vice President;
Jake Levin, Managing Director
Services Provided: Commercial real estate lending
Description: SL Capital is a fully-integrated commercial real estate finance company
offering non-recourse, commercial-backed mortgage securities (CMBS) financing
nationwide. SL Capital is an exclusive correspondent of Cantor Fitzgerald Commercial Real Estate (CCRE).
Service Territory: National
3901 South Flagler Suite 402
West Palm Beach, FL 33405
P: (561) 248-9633
Email: ptoomey@sovereignadvisors.us
Website: www.sovereignadvisors.us
Key Executives: Patrick Toomey, Managing Partner; Dr. Rainford Knight, Partner
Services Provided: Real estate and loan valuations, cash flow analysis, market
analysis, asset write-ups, site inspections and loan file reviews.
Description: Established in 2001 and based in Southeast Florida, Sovereign Advisors,
Inc. is an international asset advisor offering services that include commercial and
residential real estate and loan acquisitions, dispositions and due diligence.
Major Clients: Banks, Hedge Funds, Loan Servicers and Private Investors.
Service Territory: Midwest, Northeast, Southwest, Southeast, International N/A
FINANCIAL INTERMEDIARY
MERIDIAN CAPITAL GROUP, LLC
1 Battery Park Plaza, 26th Floor
New York, NY 10004
P: (212) 972-3600
F: (212) 612-0100
Email: sales@meridiancapital.com
Website: http://www.meridiancapital.com
Key Executives: Ralph Herzka, Chairman and Chief Executive Officer; Jay Lobell,
President; Aaron Birnbaum, Executive Vice President
Services Provided: Fixed and floating-rate financing, mezzanine financing, bridge financing, construction financing & equity capital markets services throughout the US
Description: Founded in 1991, Meridian Capital Group, LLC is one of the nation’s
larg¬est commercial real estate finance and advisory firms. Meridian is headquartered in New York with offices in New Jersey, Maryland, Illinois, Florida, Arizona
and California. Working with a broad array of capital providers, Meridian arranges
financing for transactions ranging from $1 million to more than $500 million for multifamily, mixed-use, office, retail, co-op, industrial, hospitality, healthcare, student
housing, seniors housing, self-storage and land as well as note financing.
Major Clients: Meridian has earned the confidence and trust as an advisor to many
of the world’s most sophisticated real estate firms.
Service Territory: Midwest, Northeast, Southwest, Southeast
CBRE CAPITAL MARKETS
2800 Post Oak Blvd. Suite 2100
Houston, TX 77056
P: (713) 787-1900 • F: (713) 787-1998
Email: capitalmarketsleadership@cbre.com
Website: www.cbre.com/capitalmarkets
Key Executives: Brian Stoffers, President, Debt & Equity Finance; Jeff Majewski,
COO, Debt & Equity Finance; Mitchell Kiffe, Senior Managing Director; Michael
Riccio, Senior Managing Director
Services Provided: Commercial Property Financing, Direct and Intermediary
Description: CBRE Capital Markets’ Debt & Equity Finance practice specializes in
providing real estate owners and investors with a broad range of financing options to
meet their capital requirements. As an originator for virtually every major commercial
real estate lender in the US, we develop debt and equity financing solutions and
underwrite and service commercial mortgage loan investments for all property types.
In addition to our relationships with correspondent life companies and institutional
lenders, our fully integrated platform provides seamless access to Fannie Mae, Freddie Mac and HUD FHA financing programs. Through Q3 2012, CBRE recorded $14.5B
of loan origination and loan sales volume and maintained a loan servicing portfolio
of $105B.
Service Territory: Midwest, Northeast, Southwest, Southeast, International
MORTGAGE BANKERS/BROKERS
INSTITUTIONAL LENDERS
REDWOOD TRUST
One Belvedere Place
Mill Valley, CA 94941
P: (415) 389-7371
F: (415) 381-1773
Email: loans@redwoodtrust.com
Website: www.redwoodtrust.com
Key Executives: Scott Miller, Managing Director; Michael Lavipour, Northeast; Aaron
Derby, Mid-Atlantic/Southeast; Ian McConnell, Central; Natalia Todorov, West; ,
Services Provided: Redwood Commercial Mortgage Corporation originates first
mortgages, mezzanine loans, and preferred equity on all major property types
nationwide.
Description: Redwood Commercial Mortgage Corporation (“RCMC”) is a wholly-owned subsidiary of Redwood Trust, Inc. (NYSE: R WT). RW T was established in
1994 and is a financial institution focused on investing in, financing, and managing
non-agency residential and commercial real estate loans and securities. RCMC is a
commercial real estate lender with a proven track record of success.
Major Clients: Leading borrowers, intermediaries, and financial institutions
Service Territory: Nationwide
MORTGAGE BANKERS/BROKERS
NBS FINANCIAL SERVICES
121 SW Morrison Street Suite 200
Portland, OR 97204
P: (503) 223-7181
F: (503) 273-0256
Email: kgriggs@nbsfinancial.com
Website: www.nbsfinancial.com
Key Executives: Ken J. Griggs, President; J. Blake Hering, Jr., Principal, Director of
Portland Production; Michael L. Wood, Principal, Director of Seattle Production
Services Provided: Financing for retail, office, multifamily, industrial, and other select
commercial properties, and in-house loan closing and servicing.
Description: In business since 1932, NBS Financial Services, a division of Norris,
Beggs & Simpson Companies, provides commercial real estate capital to borrowers
seeking financing for acquisitions, refinancing, equity, mezzanine or bridge capital,
as well as joint venture opportunities. With a vast list of lending resources and exclusive correspondent relationships, NBS Financial also provides in-house loan closing
and servicing, with a loan servicing portfolio exceeding $1.8 billion. The company
operates primarily in the Pacific Northwest, and nationwide with Strategic Alliance
Mortgage (SAM).
