Deal Tracking Report

Coverage

Company / Firm

Comments/Status

Term Sheets Received

	Print/Vcard/Email	Contact	Address
No result

Citizens Bank (edit) (deal info)

6/9/20 - Considering both Fee and LH

	Print/Vcard/Email	Contact	Address
No result

Fulton Bank (edit) (deal info)

7/8/20 - $22.5M. Total commitment of $26M earn out based on 2 consecutive years of 1.35 DSCR. or Non-balance sheet rate - swapped at 3.08% but bumping up against hold limit. Term: 7 years, 25 year amortization. Pulled back from 10 years to 7 as the max.

	Print/Vcard/Email	Contact	Address
No result

Executed Confidentiality Agreement Received

No result

Detailed Discussions

No result

Initial Discussions

Burke and Herbert Bank (edit) (deal info)

7/28/20 - Email sent to follow up

	Print/Vcard/Email	Contact	Address
1		Jeff Welch

TD Bank (edit) (deal info)

7/28/20 - Email sent to follow up

	Print/Vcard/Email	Contact	Address
1		Bill Brandt	2070 Chain Bridge Rd. Vienna VA

United Bank (edit) (deal info)

7/29/20 - Actively underwriting - sent 3 years P&L

	Print/Vcard/Email	Contact	Address
1		Barbara Gertzog

Wells Fargo (edit) (deal info)

7/30/20 - Actively underwriting

	Print/Vcard/Email	Contact	Address
No result

WesBanco (edit) (deal info)

7/29/20 - Actively underwriting - sent 3 years P&L

	Print/Vcard/Email	Contact	Address
1		Jack Welborn

Groups that have Passed

A10 Capital (edit) (deal info)

6/9/20 - Passed - loan size is too large. Targeting $20m or less.

	Print/Vcard/Email	Contact	Address
1		Dan Pavlinik

Capital One Bank (edit) (deal info)

7/30/20 - Not getting traction on office deals at present

	Print/Vcard/Email	Contact	Address
1		Brian Gormley (703) 720-6734	1680 Capital One Drive McLean VA

EagleBank (edit) (deal info)

7/11/20 - Taking a hiatus at the moment.

	Print/Vcard/Email	Contact	Address
No result

First National Bank (edit) (deal info)

7/11/20 - Are pulling back from non-recourse loans and becoming very conservative - 50% LTV.

	Print/Vcard/Email	Contact	Address
No result

John Marshall Bank (edit) (deal info)

6/8/20 - Passed - too large

	Print/Vcard/Email	Contact	Address
No result

JP Morgan Chase (edit) (deal info)

6/8/20 - Passed - focused on multi-family

	Print/Vcard/Email	Contact	Address
No result

Key Bank (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

Main Street Bank (edit) (deal info)

7/28/20 - Not looking to add any more office

	Print/Vcard/Email	Contact	Address
No result

MetLife Real Estate Investments (edit) (deal info)

5/28/20 - Passed - cannot compete on LTV. Also cautious about the RB competitive leasing market and rollover in the first 5 years.

	Print/Vcard/Email	Contact	Address
No result

Morgan Stanley (edit) (deal info)

6/9/20 - Follow up email sent

	Print/Vcard/Email	Contact	Address
No result

Natixis Real Estate Capital Inc. (edit) (deal info)

6/8/20 - Fee only

	Print/Vcard/Email	Contact	Address
No result

Potomac Business Services, LLC (edit) (deal info)

6/30/20 - Only considering "down the fairway" deals at present. No enthusiasm for Leasehold Mortgages at this time.

	Print/Vcard/Email	Contact	Address
1		Crae Ramsey

Quadrant Real Estate Advisors LLC (edit) (deal info)

7/10/20 - Capped at 50% LTV

	Print/Vcard/Email	Contact	Address
1		Walt Huggins

Regions Bank (edit) (deal info)

7/11/20 - Pulling back from Non-Recourse Loans because of Covid-19.

	Print/Vcard/Email	Contact	Address
1		Barry Musselman	7231 Forest Avenue Richmond VA

Revere bank (edit) (deal info)

7/16/20 - Need full recourse

	Print/Vcard/Email	Contact	Address
No result

US Bank (edit) (deal info)

6/10/20 - Sent email requesting terms by week of June 15th

	Print/Vcard/Email	Contact	Address
No result

USAA Real Estate Company (edit) (deal info)

6/2/20 - Pass - only doing 60% LTV. Also have concerns about the amount of rollover in the first 5 years.

	Print/Vcard/Email	Contact	Address
1		Rusty Chiles

Webster Bank (edit) (deal info)

	Print/Vcard/Email	Contact	Address
1		Peter Burke

Uncategorized

3650REIT (edit) (deal info)

7/28/20 - Sent email to follow up

	Print/Vcard/Email	Contact	Address
No result

Atlantic Union Bank (edit) (deal info)

	Print/Vcard/Email	Contact	Address
1		Andrew Withers

Goldman Sachs (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

Northwestern Mutual Real Estate Investments, LLC (edit) (deal info)

	Print/Vcard/Email	Contact	Address
1		Eric Ekeroth (703) 269-6600	8444 Westpark Drive Mclean VA

TIAA Bank (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

Truist (edit) (deal info)

5/26/20 - Email sent

	Print/Vcard/Email	Contact	Address
1		Dio Rocha

Most Recent Comments - 2200 Wilson Boulevard
Date	Company	Comment
07/30/2020	Capital One Bank	Not getting traction on office deals at present -- pwitham
07/30/2020	Wells Fargo	Actively underwriting -- pwitham
07/29/2020	WesBanco	Actively underwriting - sent 3 years P&L -- pwitham
07/29/2020	United Bank	Actively underwriting - sent 3 years P&L -- pwitham
07/28/2020	Wells Fargo	Will take a look -- pwitham
07/28/2020	WesBanco	Like the deal. Actively underwriting. -- pwitham
07/28/2020	Main Street Bank	Not looking to add any more office -- pwitham
07/28/2020	WesBanco	Trying to arrange a call -- pwitham
07/28/2020	3650REIT	Sent email to follow up -- pwitham
07/28/2020	Burke and Herbert Bank	Email sent to follow up -- pwitham

Deal Tracking Report - 2200 Wilson Boulevard (edit, Deal Management)