425 Lexington Avenue, New York, NY 10017
P: 1 888 411-CIBC / 212 667-6999 • F: (212) 667-5657
Email: email@example.com • Website: www.cibcwm.com
Key Executives: Michael Higgins, Managing Director; Jim Baranello, Managing Director
Services Provided: Commercial property lending to include: Interim, Permanent,
Construction, Asset/Portfolios, Notes/Mortgage purchases and financing.
Description: CIBC (TSX, NYSE: CM) is a leading Canadian-based global financial institution with a market capitalization of US $30 billion and a Basel III Common Equity
Tier 1 (CET1) ratio of 11.3%. CIBC’s capital markets business provides a wide range
of credit, capital markets, investment banking and research products and services
to government, institutional, corporate and retail clients in Canada and in key markets around the world. We are one of the most active direct lenders and principal
underwriters of commercial real estate loans in the U.S., and offer a full suite of
loan programs on a broad range of commercial property types including permanent,
construction/interim and other capital solutions. With offices in New York, Chicago,
Newport Beach and Atlanta, our team brings unique and property-market specific
knowledge to the table and is committed to providing clients with the financing they
need in an attractively-priced and timely manner.
Major Clients: Owners, developers, opportunity funds and real estate companies.
Service Territory: Northeast, Southeast, Midwest, Southwest, West, International
FULL SERVICE REAL ESTATE COMPANY
200 W. Madison, Suite 3200
Chicago, IL 60606
P: (312) 499-1900 • F: (312) 499-1901
Email: firstname.lastname@example.org • Website: www.pearlmark.com
Key Executive: Stephen R. Quazzo, CEO; Douglas W. Lyons, Managing Principal; J.
Matthew Haley, Managing Principal; Timothy E. McChesney, Managing Director; William J. Swackhamer, Managing Director; Mark K. Witt, Managing Director
Services Provided: Investment Advisory, Separate Accounts, Closed-End Commingled Debt and Equity Funds, Mezzanine Financing, Asset Management.
Company Description: Chicago-based Pearlmark is a private equity real estate
investment firm that pursues domestic, value-added and core/core-plus strategies
through institutional commingled investment vehicles and separate accounts. Since
its inception in 1996, the firm has made more than 525 office, industrial, retail, multi-family and mezzanine loan investments nationwide, representing a gross investment
of over $12.8 billion. Pearlmark and its partners have committed over $5.0 billion of
equity capital to the firm’s investment activities.
Major Clients: Clients include insurance companies, pension funds, foundations and
endowments, banks, corporations, and high net worth individuals.
Service Territory: National
METLIFE REAL ESTATE
ONE METLIFE WAY
WHIPPANY, NJ 07960
P: (973) 355-4000
F: (973) 355-4460
Key Executives: Robert R. Merck, Senior Managing Director; Gary N. Otten,
Managing Director; Mark H. Wilsmann, Managing Director
Services Provided: First Mortgages, Financing of Loan Portfolio Acquisitions,
Secured Credit Facilities comprised of Term Loans and Revolvers, Senior Mezzanine
Loans, Subscription Lines secured by investor commitments, Term Warehousing
Description: Through its real estate department, MetLife oversees a well-diversified
real estate investment portfolio of almost $84 billion, which is one of the largest in
the U.S. and consists of real estate equities, commercial mortgages and agricultural
mortgages. MetLife is a global leader in real estate investment and real estate asset
management, with a vast network of regional offices that keep in close contact with
the major real estate markets. MetLife’s real estate investment focus includes office,
multi-family, retail, industrial, hotel and senior housing properties.
Service Territory: West, Midwest, Northeast, Southwest, Southeast, International
FULL SERVICE REAL ESTATE COMPANIES
ACCESS POINT FINANCIAL, INC.
1 Ravinia Drive, 9th Floor
Atlanta, GA 30346
P: (404) 382-9599
F: (678) 691-2520
Key Executives: Jon Scott Wright, President, Chief Executive Officer; John Patton,
Chief Financial Officer; Dilip Petigara, Chief Operating Officer
Description: ACCESS POINT Financial, Inc. | Direct lender specializing in hotel
finance in the U.S. and Canada. Considered the market leader in the hospitality
industry for loans supporting the repositioning of hotel assets. Provides customized
solutions for acquisition, note purchase, DPO, low leverage refinance, renovation,
brand conversion, PIPs and FF&E carve outs for new construction projects. Apply
online at accesspointfinancial.com or by downloading our mobile apps!
Major Clients: Franchisees of major hotel brands and independent boutique hotels
throughout the United States and Canada.
Service Territory: United States and Canada
OMEGA RISK MANAGEMENT INC.
380 Lexington Avenue 17th Floor
New York, NY10168
P: (631) 692-9899
F: (631) 692-9899
Key Executives: Philipp J. Bischoff, President
Services Provided: High quality insurance and risk management consulting services,
primarily for commercial lenders, on real estate and construction financing.
Description: Omega is an independent, privately owned firm, we only provide consulting services. We do not sell insurance.
Service Territory: West, Midwest, Northeast, Southwest, Southeast
PMZ REALTY CAPITAL LLC
200 West 41st Street, Suite 805
New York, NY 10036
P: (212) 277-8252
Key Executives: Michael Sonnabend, Managing Member; Peter Berk, President -
Hotel Finance Group; Ira Ury, Managing Director - Hotel Finance Group
Services Provided: We provide all types of capital throughout the capital stack including debt, equity and mezzanine capital
Company Description: PMZ Realty Capital LLC is a boutique real estate investment
banking firm that operates on a nationwide basis. Our advisory services are focused
and highly specialized with the singular goal of creating the most advantageous
capital structure for our clients. We are a national leader in hospitality financing, and
are the largest provider of financing to owners of mid market assets, both select and
full service. In addition we have financed all property types including retail, office,
multifamily and industrial properties.
Service Territory: Nationwide