🚀 Building Momentum: Recent Fundings, Active Mandates, and the Evolution of Commercial Lending

🚀 Recently Funded: Strategic Lending Across Markets and Borders

We recently completed several diverse and impactful transactions — each reflecting our ability to craft financing around our clients’ goals, not just their files.

🏗️ Commercial Refinance & Expansion Facility – $7 Million

We funded a $7M refinance of a major storage yard facility, structured as a two-phase solution.

Phase one refinanced existing obligations to stabilize operations and unlock capital for expansion. The interim financing was secured through our alternative lending partners, allowing immediate execution while we pre-underwrote the institutional take-out for Phase two.

This layered strategy gives the client growth flexibility now — and bank-level financing when the expansion completes.

🏡 Private Residential Mortgage – $5 Million

We structured a $5M private mortgage for a client whose home sale collapsed at closing. Instead of a renewal, we built a refinance with liquidity flexibility, giving the client runway to cover carrying costs without triggering taxable corporate withdrawals or portfolio liquidations.

It’s a prime example of private lending as a strategic bridge, not just a last resort.

🏢 Land Acquisition & Construction Credit Facility – $2.5 Million

A $2.5M facility was arranged to acquire a tear-down property for redevelopment. We underwrote both CMHC MLI Select and non-CMHC institutional options, outlining the pros and cons upfront.

We funded the acquisition and construction via the alternative market, while pre-approving the institutional take-out for completion — giving our client speed, flexibility, and clarity from day one.

🌎 Cross-Border Success – Naples & Miami

Through our U.S. office in Naples, Florida, we completed both a refinance in Naples and a purchase in Miami for Canadian investors.

Cross-border lending is complex — but our trusted network of U.S. lenders, legal, and tax partners ensures clients get the same seamless service abroad that they’ve come to expect at home.

🔍 Currently in Progress

Before diving into some recent fundings, here’s a snapshot of what’s currently in motion behind the scenes:

🏦 Bank Loan Repositioning – Special Loans Recovery
We’re working with ownership groups who’ve tripped covenants and moved into special loans. Our strategy: a two-step solution — an immediate short-term bridge to stabilize the file, followed by a refinance back into a traditional institutional facility. This not only restores lender confidence but also repositions the borrower for sustainable long-term success.

🏗️ CMHC Project – Partner Transition & Rebuild
We’re structuring a partner buyout and replacement in a CMHC-insured development where one principal is exiting to focus on core businesses. We’re facilitating the ownership transition, arranging construction financing, and securing a CMHC take-out once the new structure and build are complete.

🏘️ 130-Unit Multifamily Acquisition & Expansion
Our team is underwriting a 130-unit apartment acquisition, managing the third-party due diligence (appraisal, environmental, engineering), and filtering through multiple institutional and CMHC financing options. In parallel, we’re pre-underwriting the expansion phase that will require additional capital — ensuring continuity from acquisition to growth.

🏠 $6M Construction Loan – Transition to Bank Take-Out
We’re closing out a $6 million construction loan that our team funded and managed from inception, through every draw and inspection. We’re now executing the institutional take-out for long-term placement — a process we manage seamlessly for clients who want end-to-end certainty.

Every transaction tells a story — of strategy, execution, and trust.
Whether it’s a commercial refinance, development loan, private bridge, or cross-border mortgage, our mission remains simple: deliver intelligent capital, structure it efficiently, and stand beside our clients from start to finish.

If you have a project, acquisition, or refinance that requires creativity and certainty — let’s connect.