
Understand Objectives
- Meet with client to understand desired results
- Crunch data and analyze all relevant dynamics so we get the “story”
- Formulate the “pitch”
- Provide client with pulse of capital markets
Our Capital Placement business focuses on arranging capital and providing high quality customized thinking solutions to meet our clients’ financing needs.
Explore Capital PlacementOur Practice
Download our one-page Capital Placement Advisory overview.
The Loan Restructuring & Workout Group at Lotus is a market leading specialist team dedicated to helping our clients negotiate with their lenders/borrowers and CMBS servicers.
Explore RestructuringThe Practice
Download our one-page Restructuring Advisory overview.
Our work ranges from structuring complex capital solutions across all aspects of the debt and equity spectrum to advising cross-border M&A transactions.
Explore M&A AdvisoryCapital Placement
Our Capital Placement business focuses on arranging capital and providing high quality customized thinking solutions to meet our clients’ financing needs.
Capital Placement
Our Capital Placement business focuses on arranging capital and providing high quality customized solutions to meet our clients’ financing needs.
This expertise covers debt, mezzanine, and preferred equity financing, as well as, joint-venture equity. These transactions include ground-up development, recapitalizations, stabilized, and transition loans and is sourced from across the real estate capital markets to deliver the most optimal financing solution for our clients.
Our Capital Placement business is defined by these 3 factors:
Debt Placement for Borrowers
At Lotus, our firm strives to provide our clients with innovative solutions and strategies to meet their capital needs. We have extensive experience assisting borrowers on complex structured transactions requiring customized thinking.
Our Value Proposition
The capital placement expertise we provide covers debt, mezzanine, and preferred equity financing, as well as, joint-venture equity. These solutions include CMBS, low and high leverage bridge financing, conversion/transitional financing, ground-up construction, and debt solutions arising from joint-ventures and recapitalizations.
Our team possesses a rich knowledge of capital markets dynamics. Accordingly, we understand the suitability between the specific transactions we are mandated on and each of the four corners of the real estate capital markets.
Our network of relationships underscores two strengths: (1) They span across both the capital structure and the capital markets; and (2) We enjoy deep relationships with a vast network of major capital providers gained through real transactions.
Our area of expertise is complex deals that require dedicated attention from seasoned professionals. We take great pride in understanding and helping our clients solve their complex real estate financing issues.
Our strong differentiator is that our debt placement business is overseen by career lending veterans, not career brokers. We draw our experience from the actual structuring of real estate loans, not solely the interpretation of them. We tell our clients that our value proposition is “making the sale, not attracting the bid."
Capital Placement
We dedicate significant time to internal technical and fundamental analysis. We utilize that analysis in order to formulate our view of executable outcomes that we share with our clients before we approach the market. We then go to market and leverage our vast network of lenders & investors to source the most attractive outcomes. Clients are then able to evaluate transactional terms from suitable sources.
The debt placement expertise we provide covers debt placement and mezzanine finance, joint-ventures, recapitalizations and loan sale advisory.
Our team possesses a rich knowledge of capital markets dynamics. Accordingly, it understands the suitability between the specific transactions we are mandated on and each of the four corners of the real estate capital markets. We further grasp the underlying forces and market trends that drive each component of these markets.
Our network of relationships underscores two strengths: (1) they span across both the capital structure and the capital markets, and, (2) we enjoy deep relationships with a vast network of major capital providers gained through real transactions.
Through our extensive relationships with life companies, banks, and debt funds, we have the in-house capabilities to position our clients senior loans so they can optimize an appropriate leveraged return for their balance sheet risk.
Our services enables holders of debt to access non mark-to-market, uncrossed senior leverage gained through customized strategies ranging from private placement of senior loans to pooling debt placement loans and issuing CLO securities.
We are equipped to handle all aspects of the co-lender/inter-creditor negotiations, rating agency analysis, loan structuring, pooling and servicing agreement, and sales management.