Investment Process
The CRE Equity investment process from inquiry through asset management.
From inquiry through asset management.
A clear process to evaluate fit, structure the opportunity, and support execution.
Inquiry
Share the opportunity, capital need, timing, and business plan.
Review
Evaluate the sponsor, property, market, structure, and diligence needs.
Term Sheet
Outline indicative economic and structural terms.
Due Diligence
Complete sponsor, financial, legal, property, and market review.
Funding
Finalize documents and fund the approved transaction.
Asset Management
Monitor performance, reporting, milestones, and exit execution.
Have an opportunity to discuss?
Contact CRE Equity to introduce the opportunity. Any application or document instructions are provided privately after initial review.
Preferred equity for real estate sponsors and investors.
Capital. Relationships. Results.
This website is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy securities.