Services
Firm History
Our firm was founded over 25 years ago by a former banker to serve as a “sub-contractor” to real estate developers. We advise clients on strategies, working closely with them and their lenders in a win-win scenario to minimize interest costs and mitigate risk – inexpensively. Currently, we consult many of the leading developers, as well as public and private companies across the country (over $20 billion of projects).
Control Future Costs
Regardless of changes in interest rates, our services allow you to accurately project and control future interest expense. You will always know up-front what your maximum interest expense will be for any period of time.
Profit from Flexibility
Unlike vendors of rate protection products, our services allow you the flexibility to change your mind about the future direction of interest rates and benefit from those changes.
Continuous Monitoring
We micro-manage your floating rate debt to lock in savings other borrowers never know about. There are always opportunities to save money on interest expense, and no one is better at identifying and seizing them than us.
Best Strategic Solutions
When rate protection is required or recommended, we are the experts at structuring and implementing the best possible strategy, often without the up-front or hidden costs associated with bank products. We then monitor that strategy for improvement.
Professional Implementation
Our real-time access to worldwide financial information and banking data is an unmatched resource for simplifying your interactions with your lender. Where appropriate, we handle the details and provide the concise reports and records to satisfy your requirements.
Borrower’s Fiduciary
We have no financial interest in any recommendation and are motivated solely by our client’s best interests.
Saving Money
We typically save our clients a substantial portion of their interest budget while providing protection from an increase in rates for a fraction of the cost of any alternative.
