Deal Tracking Report

Coverage

Company / Firm

Comments/Status

Term Sheets Received

10/25/21 - Sent both deals

	Print/Vcard/Email	Contact	Address
No result

FVC Bank (edit) (deal info)

10/19/21 - They know the area in Haymarket where the asset is located and it gets great traffic counts. Having a vacant pad site and a bank branch gives pause though. For them to move forward they would need warm body recourse from a solidly liquid, decent net worth individual. Even with that, the LTV would be in the 60-65% range for 5 years. Trying for find out how this would price

	Print/Vcard/Email	Contact	Address
No result

NATIXIS (edit) (deal info)

10/25/21 - Sent both deals

	Print/Vcard/Email	Contact	Address
No result

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

10/25/21 - Sent both deals

	Print/Vcard/Email	Contact	Address
No result

Executed Confidentiality Agreement Received

No result

Detailed Discussions

Atlantic Union Bank (edit) (deal info)

10/25/21 - Sent both deals

	Print/Vcard/Email	Contact	Address
1		Andrew Withers

Bank of Clarke County (edit) (deal info)

10/29/21 - Reviewing Haymarket. Passed on Lexington.

	Print/Vcard/Email	Contact	Address
No result

Capital Bank (edit) (deal info)

11/1/21 - Conference call scheduled for Tuesday November 2nd.

	Print/Vcard/Email	Contact	Address
No result

First National Bank (edit) (deal info)

10/25/21 - Sent both deals

	Print/Vcard/Email	Contact	Address
No result

Initial Discussions

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

10/25/21 - Sent both deals

	Print/Vcard/Email	Contact	Address
No result

Burke and Herbert Bank (edit) (deal info)

10/25/21 - Sent both deals

	Print/Vcard/Email	Contact	Address
No result

Morgan Stanley (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

Regions Bank (edit) (deal info)

10/25/21 - Sent both deals

	Print/Vcard/Email	Contact	Address
No result

TD Bank (edit) (deal info)

10/25/21 - Sent both deals

	Print/Vcard/Email	Contact	Address
No result

Groups that have Passed

Barclays Capital (edit) (deal info)

10/27/21 - Need a debt yield of 8% so capped at 55% LTV

	Print/Vcard/Email	Contact	Address
No result

Blue Vista Capital Management (edit) (deal info)

10/21/21 - Do not have capital for retail in their fixed rate program

	Print/Vcard/Email	Contact	Address
No result

BMO Harris Bank (edit) (deal info)

10/20/21 - Still pretty conservative on retail and given the fixed rate, longer term and smaller deals its not a good fit for BMO

	Print/Vcard/Email	Contact	Address
No result

Calmwater (edit) (deal info)

10/21/21 - Loan duration is 2-4 years

	Print/Vcard/Email	Contact	Address
No result

Capital One Bank (edit) (deal info)

10/26/21 - Not doing much retail at the moment

	Print/Vcard/Email	Contact	Address
No result

Centennial Bank (edit) (deal info)

10/19/21 - Do not have Perm or Mini Perm money at the moment

	Print/Vcard/Email	Contact	Address
1		Zack White	New York NY

Citizens Bank (edit) (deal info)

10/26/21 - Tim Ryder is relatively bullish on retail but will have to Pass. Like Kohl's but Dicks makes them uneasy.

	Print/Vcard/Email	Contact	Address
No result

John Marshall Bank (edit) (deal info)

10/21/21 - We’ve looked a few deals for Don lately and have not been able to get comfortable with them so unfortunately I think we’re going to pass.

	Print/Vcard/Email	Contact	Address
No result

Mesa West Capital (edit) (deal info)

10/21/21 - Not a fit

	Print/Vcard/Email	Contact	Address
No result

PGIM Real Estate Finance (edit) (deal info)

10/19/21 - Focused on Grocery Anchored Retail

	Print/Vcard/Email	Contact	Address
No result

Principal Financial Group (edit) (deal info)

10/19/21 - Have seen the deals before. They are not in the market for Lexington Village due to location and the fact that they are over exposed to Kohl's. Haymarket is too small.

	Print/Vcard/Email	Contact	Address
No result

ReadyCap Commercial (edit) (deal info)

10/20/21 - Could not get comfortable with Lexington Park location and ground leases are an issue

	Print/Vcard/Email	Contact	Address
No result

Sandy Spring Bank (edit) (deal info)

10/19/21 - Sent initial email

	Print/Vcard/Email	Contact	Address
No result

TIAA Bank (edit) (deal info)

10/19/21 - The bank doesn’t finance ST restaurants or retail bank pads plus we couldn’t finance vacant land. They could consider the CVS

	Print/Vcard/Email	Contact	Address
No result

Uncategorized

3650REIT (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

Advalurem Group (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

AIG Global Real Estate (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

Bedrock Capital Associates (edit) (deal info)

10/27/21 - Sent both deals

	Print/Vcard/Email	Contact	Address
1		Barclay Lynch

Cantor Fitzgerald/CCRE (edit) (deal info)

10/21/21 - Sent initial email

	Print/Vcard/Email	Contact	Address
No result

CIBC (edit) (deal info)

10/21/21 - Sent initial email

	Print/Vcard/Email	Contact	Address
No result

Cigna Investment Management (edit) (deal info)

10/19/21 - Sent initial email

	Print/Vcard/Email	Contact	Address
No result

CIT Commercial Real Estate (edit) (deal info)

10/19/21 - Sent initial email

	Print/Vcard/Email	Contact	Address
No result

Emerald Creek Capital (edit) (deal info)

10/27/21 - Sent both deals

	Print/Vcard/Email	Contact	Address
1		Mark Penna

Fulton Bank (edit) (deal info)

11/2/21 - Sent both deals

	Print/Vcard/Email	Contact	Address
No result

Hudson Realty Capital LLC (edit) (deal info)

10/27/21 - Sent both deals

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

LoanCore Capital (edit) (deal info)

10/27/21 - Sent both deals

	Print/Vcard/Email	Contact	Address
1		Perry Gershon	80 Field Point Road Greenwich CT

Main Street Bank (edit) (deal info)

10/19/21 - Sent initial email to Thomas Floyd - tfloyd@mstreetbank.com

	Print/Vcard/Email	Contact	Address
No result

MetLife Real Estate Investments (edit) (deal info)

10/19/21 - Sent initial email

	Print/Vcard/Email	Contact	Address
No result

Northwestern Mutual (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

Prime Finance (edit) (deal info)

10/27/21 - Sent both deals

	Print/Vcard/Email	Contact	Address
No result

RCG Longview (edit) (deal info)

10/27/21 - Sent both deals

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

USAA Real Estate Company (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

Webster Bank (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

WesBanco (edit) (deal info)

10/19/21 - Sent initial email

	Print/Vcard/Email	Contact	Address
No result

Most Recent Comments - Meladon Retail Deals
Date	Company	Comment
11/02/2021	Fulton Bank	Sent both deals -- pwitham
11/01/2021	Capital Bank	Conference call scheduled for Tuesday November 2nd. -- pwitham
10/29/2021	Bank of Clarke County	Reviewing Haymarket. Passed on Lexington. -- pwitham
10/27/2021	RCG Longview	Sent both deals -- pwitham
10/27/2021	Prime Finance	Sent both deals -- pwitham
10/27/2021	LoanCore Capital	Sent both deals -- pwitham
10/27/2021	Hudson Realty Capital LLC	Sent both deals -- pwitham
10/27/2021	Emerald Creek Capital	Sent both deals -- pwitham
10/27/2021	Bedrock Capital Associates	Sent both deals -- pwitham
10/27/2021	Barclays Capital	Need a debt yield of 8% so capped at 55% LTV -- pwitham

Deal Tracking Report - Meladon Retail Deals (edit, Deal Management)