MERIDIAN CAPITAL GROUP
1 Battery Park Plaza, 26th Floor
New York, NY 10004
P: (212) 972-3600 • F: (212) 612-0100
Email: email@example.com • Website: www.meridiancapital.com
Key Executives: Ralph Herzka, Chairman and Chief Executive Officer;
Aaron Birnbaum, Executive Vice President; Avi Weinstock, Executive Vice President
Services Provided: Fixed and floating- rate financing, mezzanine financing, bridge
financing, construction financing and equity capital markets services throughout the U.S.
Description: Founded in 1991, Meridian Capital Group is one of the nation’s leading
commercial real estate finance and investment sales firms. In 2016, Meridian closed
$35 billion in loan volume and sold over $2 billion in properties. Since inception, Meridian closed more than $270 billion in financing with the full complement of capital
providers, encompassing local, regional and national banks, CMBS lenders, agency
lenders, mortgage REITs, life insurance companies, credit unions and private equity
funds. Meridian represents many leading real estate investors and developers and the
company’s expansive platform has specialized practices for a broad array of property
types, including office, retail, multifamily, hotel, mixed-use, industrial, healthcare, student housing and self-storage properties. Headquartered in New York City, Meridian
has offices in New Jersey, Maryland, Illinois, Ohio, Florida and California.
Service Territory: National
1360 E. 9th Street Suite 300, Cleveland, OH 44114
P: (866) 420-2966
Email: firstname.lastname@example.org • Website: www.bellwetherenterprise.com
Key Executives: Ned Huffman, President; Debbie Rogan, Executive Vice President;
Adrian Corbiere, Production Consultant; Todd Harrop, EVP, National Director of Capital
Markets; Phil Melton, EVP, National Director of Affordable Housing & FHA Lending
Services Provided: Bellwether Enterprise provides the most flexible market rate and
affordable financing solutions in the industry. Our unique, proprietary lending products are available to our clients thanks to long- standing relationships with a variety of
lending sources, such as Life Insurance Companies and Pension Funds, Freddie Mac,
Fannie Mae DUS Lender (Multifamily affordable and Market Rate Housing Lender and
Small Loan Lender), FHA, USDA and CMBS.
Company Description: Bellwether Enterprises is a national, full-service commercial
and multifamily mortgage banking company that puts people and communities first.
As a subsidiary of Enterprise Community Investment, Inc., we support its mission of
creating and preserving affordable housing in thriving communities. With an unwavering commitment to regional expertise and unmatched customer service, we are
making an impact beyond the bottom line for our clients and our neighborhoods.
We are Capital on a Mission.
Service Territory: Nationwide
425 Lexington Avenue, New York, NY 10017
P: 1 888 411-CIBC / 212 667-6999 • F: (212) 667-5657
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,N YSE: 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
(CET 1) 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
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: Chairman, 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 ac-
cesspointfinancial.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
FULL SERVICE REAL ESTATE COMPANY HOSPITALITY LENDING
MARCUS & MILLICHAP
19800 MacArthur Boulevard, Suite 150
Irvine, CA 92612
P: (949) 419-3200
F: (949) 419-3210
Key Executives: William E. Hughes, Senior Vice President; Richard Katzenstein,
Senior Vice President, National Director
Services Provided: Marcus & Millichap Capital Corporation provides real estate debt
and equity for all commercial property types.
Description: Marcus & Millichap Capital Corporation (MMCC) offers superior capital
market expertise and comprehensive debt and equity products for a full range of investment property types. Through long-term relationships with the industry’s leading
national, regional and local lenders, MMCC gives clients access to the most reliable
and competitive rates and terms.
Service Territory: Nationwide (NMLS: 164121 | AZ Lic: BK-903255)
PGIM REAL ESTATE FINANCE
180 N. Stetson Avenue, Suite 5400
Chicago, IL 60601
Key Executives: David Durning, President & CEO
Service Provided: Commercial, multifamily, and agricultural property financing
Company Description: PGIM Real Estate Finance is an international full-service,
commercial, multifamily, and agricultural mortgage finance business with $89.7 billion
in assets under management and administration as of September 30, 2017.
Leveraging a 140- year history of real estate finance, the company offers one of the
most comprehensive lines of real estate finance products and originates loans for
Fannie Mae DUS®, Freddie Mac and specialized affordable housing programs; FHA;
Prudential’s general account; and other institutional investors.
Service Territory: Mid-Atlantic, Midwest, Northeast, Southeast, Southwest, West,