Deal Tracking Report

Coverage

Company / Firm

Comments/Status

Term Sheets Received

No result

Executed Confidentiality Agreement Received

No result

Detailed Discussions

No result

Initial Discussions

Argosy Real Estate (edit) (deal info)

9/10/20 - Sent financials

	Print/Vcard/Email	Contact	Address
1		Sara Doelger 610-971-0558	950 West Valley Road Suite 2900 Wayne PA

Basis Investment Group, LLC (edit) (deal info)

9/15/20 - Sent proforma

	Print/Vcard/Email	Contact	Address
1		Shaunak Tanna

Bloomfield Capital (edit) (deal info)

9/10/20 - Sent financials

	Print/Vcard/Email	Contact	Address
1		Dennis Onabajo

Federal Capital Partners (edit) (deal info)

9/1/20 - $3M is too small so trying to get them interested in the larger deal with Naples Manor

	Print/Vcard/Email	Contact	Address
1		E.J. Corwin

Fundamental Advisors (edit) (deal info)

8/27/20 - Email sent

	Print/Vcard/Email	Contact	Address
No result

NYMT (edit) (deal info)

9/10/20 - Sent financials

	Print/Vcard/Email	Contact	Address
No result

Trez Capital (edit) (deal info)

9/10/20 - Sent financials

	Print/Vcard/Email	Contact	Address
No result

Groups that have Passed

Arbor Realty Trust (edit) (deal info)

8/28/20 - Not seeking preferred or equity positions at this time.

	Print/Vcard/Email	Contact	Address
No result

Blue Vista Capital Partners LLC (edit) (deal info)

9/15/20 - Pass - location challenges

	Print/Vcard/Email	Contact	Address
No result

Calmwater (edit) (deal info)

8/27/20 - Email sent

	Print/Vcard/Email	Contact	Address
No result

CrossHarbor Capital Partners LLC (edit) (deal info)

8/28/20 - Vintage of the apartments are not a fit

	Print/Vcard/Email	Contact	Address
No result

Eagle Realty Group (edit) (deal info)

8/27/20 - Email sent

	Print/Vcard/Email	Contact	Address
1		Charlie Thomas 513-361-7831	421 East Fourth Street Cincinnati OH

Eightfold Real Estate Capital (edit) (deal info)

8/27/20 - Email sent

	Print/Vcard/Email	Contact	Address
1		Issac Pesin

Emerald Creek Capital (edit) (deal info)

8/27/20 - Only Bridge loans

	Print/Vcard/Email	Contact	Address
1		Mark Penna

LongWharf RE Partners (edit) (deal info)

9/15/20 - Too small

	Print/Vcard/Email	Contact	Address
1		Justin Smith 6172507271	One Federal Street Boston MA

Mack Real Estate Group (edit) (deal info)

8/28/20 - Too small for their program

	Print/Vcard/Email	Contact	Address
1		Kevin Cullinan	60 Columbus Circle New York NY

MCB Capital (edit) (deal info)

8/28/20 - Email sent

	Print/Vcard/Email	Contact	Address
No result

Monroe Capital (edit) (deal info)

9/15/20 - Too small

	Print/Vcard/Email	Contact	Address
1		Glenn Flinn
2		Matthew Evans

Oaktree Capital Management (edit) (deal info)

8/28/20 - Too small

	Print/Vcard/Email	Contact	Address
No result

Parse Capital (edit) (deal info)

9/15/20 - Focused on Multifamily development these days

	Print/Vcard/Email	Contact	Address
1		Nicholas Killebrew	2894 S. Coast Hwy Laguna Beach CA

PCCP (edit) (deal info)

8/28/20 - Too small

	Print/Vcard/Email	Contact	Address
No result

Prime Finance (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

RAIT investment trust (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

ReadyCap Commercial (edit) (deal info)

	Print/Vcard/Email	Contact	Address
1		Oliver Harris	1320 Greenway Drive, Suite 560 Irving TX

Sculptor Capital (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

Silverpoint Capital (edit) (deal info)

9/15/20 - Too small

	Print/Vcard/Email	Contact	Address
No result

Terra Capital Partners (edit) (deal info)

9/10/20 - Unsure of location

	Print/Vcard/Email	Contact	Address
No result

Torchlight Investors (edit) (deal info)

9/15/20 - Too small

	Print/Vcard/Email	Contact	Address
1		Michael Butz (212)488-5516	230 Park Ave 12th Floor New York NY

Uncategorized

888RealtyInvestors (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

Acumen Capital (edit) (deal info)

8/27/20 - Email sent

	Print/Vcard/Email	Contact	Address
1		Shawn Weingast

Alex Brown Realty Inc (edit) (deal info)

8/27/20 - Email sent

	Print/Vcard/Email	Contact	Address
1		Don Brenneman 410-547-3036	300 E Lombard Street Suite 1200 Baltimore MD

Alliance Bernstein (edit) (deal info)

	Print/Vcard/Email	Contact	Address
1		Brahm Cramer (212) 969-6795	1345 Avenue of the Americas New York NY

allied capital (edit) (deal info)

	Print/Vcard/Email	Contact	Address
1		John Scheuer (202) 973-6369	1919 Pennsylvania Ave. Washington DC

American Realty Advisors (edit) (deal info)

	Print/Vcard/Email	Contact	Address
1		Eric Cannon

Annaly Mortgage Management (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

Apollo Capital Corporation (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

Ardent (edit) (deal info)

8/27/20 - Email sent

	Print/Vcard/Email	Contact	Address
1		Taylor Pike

Artemis Real Estate Partners (edit) (deal info)

8/27/20 - Sent email

	Print/Vcard/Email	Contact	Address
1		Mike Vu (202) 370-7450	5404 Wisconsin Avenue Chevy Chase MD

Atalya (edit) (deal info)

8/27/20 - Email sent

	Print/Vcard/Email	Contact	Address
1		Young Kwon

Atapco (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

Bank OZK (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

Bedrock Capital Associates (edit) (deal info)

8/27/20 - Email sent

	Print/Vcard/Email	Contact	Address
1		Barclay Lynch

Berkshire Group (edit) (deal info)

8/27/20 - Email sent

	Print/Vcard/Email	Contact	Address
No result

Boston Capital Real Estate Partners, LLC (edit) (deal info)

8/27/20 - Email sent

	Print/Vcard/Email	Contact	Address
1		Daniel Hartley 617-624-8900	One Boston Place Boston MA
2		Mark Dunne (617) 624-8300	One Boston Place Boston MA

Bridge Investment Group Partners (edit) (deal info)

8/27/20 - Email sent

	Print/Vcard/Email	Contact	Address
1		Jay Haberman

Broadreach Capital Partners, LLC (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

Buvermo Properties (edit) (deal info)

8/27/20 - Email sent

	Print/Vcard/Email	Contact	Address
No result

Canyon Partners Real Estate LLC (edit) (deal info)

8/27/20 - Email sent

	Print/Vcard/Email	Contact	Address
No result

Capital Funding Group (edit) (deal info)

8/27/20 - Email sent

	Print/Vcard/Email	Contact	Address
1		Erik Howard

Carmel Partners (edit) (deal info)

8/27/20 - Email sent

	Print/Vcard/Email	Contact	Address
No result

CenterSquare Investment Management (edit) (deal info)

8/27/20 - Email sent

	Print/Vcard/Email	Contact	Address
No result

Cerberus Real Estate Capital Management, LLC (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

Cindat Capital Management (edit) (deal info)

8/27/20 - Email sent

	Print/Vcard/Email	Contact	Address
1		William Tung (212) 471-9662	745 Fifth Avenue New York NY

Cleanfund (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

Colony Capital (edit) (deal info)

8/27/20 - Email sent

	Print/Vcard/Email	Contact	Address
1		David Schwarz (212) 230-3320	660 Madison Avenue, Suite 1600 New York NY

EagleBank (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

Edgewood Capital (edit) (deal info)

8/27/20 - Email sent

	Print/Vcard/Email	Contact	Address
No result

Five Mile Capital Partners, LLC (edit) (deal info)

8/27/20 - Email sent

	Print/Vcard/Email	Contact	Address
1		David Reynolds	301 Tresser Boulevard, 9th floor Stamford CT

Fortress Investment Group (edit) (deal info)

8/27/20 - Email sent

	Print/Vcard/Email	Contact	Address
1		Spencer Garfield

Fremont Realty Capital (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

Fundrise (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

Greenwich Street Community Capital (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

Hudson Realty Capital LLC (edit) (deal info)

8/28/20 - Email sent

	Print/Vcard/Email	Contact	Address
1		Perry Freitas	5 Union Square West New York NY

Hunt Mortgage Group (edit) (deal info)

8/28/20 - Email sent

	Print/Vcard/Email	Contact	Address
1		James Neil 512-329-1984	901 South Mopac Blvd Building One Suite 300 Austin TX

Inlet Capital (edit) (deal info)

8/28/20 - Email sent

	Print/Vcard/Email	Contact	Address
1		Keith Locker (212) 308-7585	400 Park Avenue New York NY

iStar Financial (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

JCR Capital (edit) (deal info)

8/28/20 - Email sent

	Print/Vcard/Email	Contact	Address
1		Daniel Cho (303) 531-0219	1225 17th Street Suite 1850 Denver CO

Kalikow Group (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

Lattitude (edit) (deal info)

8/28/20 - Email sent

	Print/Vcard/Email	Contact	Address
1		Craig Oram
2		Kevin Weiland (310) 234-2100	350 South Beverly Drive, Suite 300 Beverly Hills CA

LEM Capital (edit) (deal info)

8/28/20 - Email sent

	Print/Vcard/Email	Contact	Address
1		Herb Miller (215) 557-9600	2929 Arch Street Philadelphia PA

LoanCore Capital (edit) (deal info)

8/28/20 - Email sent

	Print/Vcard/Email	Contact	Address
No result

Lument Finance Trust (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

Madison Realty Capital (edit) (deal info)

8/28/20 - Email sent

	Print/Vcard/Email	Contact	Address
1		Marc Zegen (646)442-4807	825 Third Ave Floor 37 New York NY

Marathon Asset Management (edit) (deal info)

8/28/20 - Email sent

	Print/Vcard/Email	Contact	Address
1		Jon Halpern (212) 381-4400	461 Fifth Avenue - 11th Floor New York NY

Marcus Asset Group (edit) (deal info)

8/28/20 - Email sent

	Print/Vcard/Email	Contact	Address
No result

Mesa West Capital (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

Morgan Stanley (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

Morrison Street Capital (edit) (deal info)

8/28/20 - Email sent

	Print/Vcard/Email	Contact	Address
1		David Tindall	121 SW Morrison Portland OR

Normandy Real Estate Partners (edit) (deal info)

8/28/20 - Email sent

	Print/Vcard/Email	Contact	Address
1		Gavin Evans (212) 489-0622	1370 Avenue of the Americas New York NY

Pearlmark (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

Pembrook Capital Management (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

PGIM Real Estate Finance (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

Phoenix Capital Partners, Ltd. (edit) (deal info)

9/15/20 - Focused on Ground Up Multi-Family

	Print/Vcard/Email	Contact	Address
1		Andrew Scott	15725 North Dallas Suite 230 Addison TX

Pine River Capital Management (edit) (deal info)

8/28/20 - Email sent

	Print/Vcard/Email	Contact	Address
1		Brian Taylor	800 Nicollet Mall, #2850 Minneapolis MN

Pinkard Group (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

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

	Print/Vcard/Email	Contact	Address
No result

Prima Capital (edit) (deal info)

8/28/20 - Email sent

	Print/Vcard/Email	Contact	Address
No result

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

	Print/Vcard/Email	Contact	Address
No result

QuickLiquidity (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

Rainier Group (edit) (deal info)

8/28/20 - Email sent

	Print/Vcard/Email	Contact	Address
No result

RCG Longview (edit) (deal info)

8/28/20 - See CenterSquare

	Print/Vcard/Email	Contact	Address
1		Richard Gorsky (212)845-7916	7 Penn Plaza Suite 512 New York NY

Realty Mogul (edit) (deal info)

8/28/20 - Email sent

	Print/Vcard/Email	Contact	Address
No result

Related Fund Management (edit) (deal info)

8/28/20 - Email sent

	Print/Vcard/Email	Contact	Address
1		Michael Fleischer

Rialto Mortgage Finance, LLC (edit) (deal info)

8/28/20 - Email sent

	Print/Vcard/Email	Contact	Address
1		Edward Lin 212-303-4788	600 Madison Avenue New York NY

SCS Strategic Capital, LLC (edit) (deal info)

8/28/20 - Email sent

	Print/Vcard/Email	Contact	Address
1		Kevin Perrotta (516) 321-9928	29 Barstow Road Great Neck NY

SilverPeak Real Estate Partners (edit) (deal info)

8/28/20 - Email sent

	Print/Vcard/Email	Contact	Address
1		Chris Westfahl	40 west 57 st New York NY

Somera Investment Partners (edit) (deal info)

8/28/20 - Email sent

	Print/Vcard/Email	Contact	Address
No result

Sound Mark Partners (edit) (deal info)

8/28/20 - Email sent

	Print/Vcard/Email	Contact	Address
No result

Stonebeck Capital (edit) (deal info)

8/28/20 - Email sent

	Print/Vcard/Email	Contact	Address
1		Alex Zabik

StoneBridge Real Estate Partners (edit) (deal info)

	Contact	Address
1	Cory Olson (972) 490-2640	5080 Spectrum Drive Addison TX
2	John Bartling (972) 490-2640	5080 Spectrum Drive Addison TX
3	Larry Brown (704) 362-1979	4064 Colony Road Charlotte NC

Trawler Capital (edit) (deal info)

8/28/20 - Email sent

	Print/Vcard/Email	Contact	Address
1		Frank Scavone

Tremont Realty Capital (edit) (deal info)

8/31/20 - Not doing preferred or common equity. Only bridge loan between $10-$50M. Could be a candidate for Naples Manor.

	Print/Vcard/Email	Contact	Address
1		John Chase

Turner Impact Capital (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

UC Funding (edit) (deal info)

8/28/20 - Email sent

	Print/Vcard/Email	Contact	Address
No result

W Financial (edit) (deal info)

8/28/20 - Email sent

	Print/Vcard/Email	Contact	Address
1		David Heiden (212)684-8484	149 Madison Ave Suite 701 New York NY

Westport Capital Partners (edit) (deal info)

8/28/20 - Email sent

	Print/Vcard/Email	Contact	Address
1		Chad Goodman 203 429 8600	55 Post Road W Westport CT

Wheelock Street Capital (edit) (deal info)

	Print/Vcard/Email	Contact	Address
1		James Eberhart

Most Recent Comments - Martins View Apartments
Date	Company	Comment
09/15/2020	Silverpoint Capital	Too small -- pwitham
09/15/2020	Parse Capital	Focused on Multifamily development these days -- pwitham
09/15/2020	LongWharf RE Partners	Too small -- pwitham
09/15/2020	Phoenix Capital Partners, Ltd.	Focused on Ground Up Multi-Family -- pwitham
09/15/2020	Monroe Capital	Too small -- pwitham
09/15/2020	Torchlight Investors	Too small -- pwitham
09/15/2020	Blue Vista Capital Partners LLC	Pass - location challenges -- pwitham
09/15/2020	Basis Investment Group, LLC	Sent proforma -- pwitham
09/10/2020	Trez Capital	Sent financials -- pwitham
09/10/2020	Terra Capital Partners	Unsure of location -- pwitham

Deal Tracking Report - Martins View Apartments (edit, Deal Management)