Deal Tracking Report

Coverage

Company / Firm

Comments/Status

Term Sheets Received

No result

Executed Confidentiality Agreement Received

No result

Detailed Discussions

Goldman Sachs (edit) (deal info)

6/9/24 - Financing Memo sent to Rebecca Bayard - 6/10/24

	Print/Vcard/Email	Contact	Address
No result

Initial Discussions

ACORE Capital, LP (edit) (deal info)

6/25/24 - Sent follow up email

	Print/Vcard/Email	Contact	Address
No result

Affinius Capital (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

Bank OZK (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

Barings Real Estate Advisors (edit) (deal info)

6/7/24 - We are actively doing construction loans (typically 60 to 65% leverage) and our pricing is around 500 over (non-recourse). I am not sure if this sponsor is willing to offer some recourse for better pricing. If so, we would not be the right lender. In addition, I don’t believe this one would be a good fit for us due to exposure we already have in Rosslyn.

	Print/Vcard/Email	Contact	Address
No result

Benefit Street Partners (edit) (deal info)

6/8/24 - Financing Memo sent to Jared Simon 6/10/24

	Print/Vcard/Email	Contact	Address
No result

Canyon Partners (edit) (deal info)

6/7/24 - Wants pricing guidance

	Print/Vcard/Email	Contact	Address
No result

Centennial Bank (edit) (deal info)

6/25/24 - Sent follow up email

	Print/Vcard/Email	Contact	Address
No result

Deutsche Bank Mortgage Capital, LLC (edit) (deal info)

6/8/24 - Financing Memo sent to Peter Castro -6/10/24

	Print/Vcard/Email	Contact	Address
No result

Kennedy Wilson (edit) (deal info)

6/8/24 - Financing Memo sent to Craig Lockhart - 6/10/24

	Print/Vcard/Email	Contact	Address
No result

Northwestern Mutual Life Insurance (edit) (deal info)

6/9/24 - Financing Memo sent to Eric Ekeroth - 6/10/24

	Print/Vcard/Email	Contact	Address
No result

Pacific Life Insurance Co. (edit) (deal info)

6/9/24 - Financing Memo sent to Michael Scarfuri - 6/10/24

	Print/Vcard/Email	Contact	Address
No result

QuadReal (edit) (deal info)

6/9/24 - Financing Memorandum sent to Paul Stern - 6/10/24

	Print/Vcard/Email	Contact	Address
No result

Regions Bank (edit) (deal info)

6/25/24 - Follow up email sent

	Print/Vcard/Email	Contact	Address
No result

Santander (edit) (deal info)

6/25/24 - Follow up email sent

	Print/Vcard/Email	Contact	Address
No result

TD Bank (edit) (deal info)

6/11/24 - Financing Memo sent to Bill Brandt

	Print/Vcard/Email	Contact	Address
No result

Truist (edit) (deal info)

6/9/24 - Financing Memo sent to Ces Escamilla - 6/10/24

	Print/Vcard/Email	Contact	Address
No result

United Bank (edit) (deal info)

6/11/24 - Eric Morales passed on to LeVar Crooms - Levar.Crooms@bankwithunited.com

	Print/Vcard/Email	Contact	Address
No result

Groups that have Passed

Axos Bank (edit) (deal info)

6/11/24 - Loan size is too large. Max out at $75 million.

	Print/Vcard/Email	Contact	Address
No result

Bank of america (edit) (deal info)

6/25/24 - Reserving capital for existing customers

	Print/Vcard/Email	Contact	Address
No result

First National Bank (edit) (deal info)

6/10/24 - Being very selective on new projects so they are a pass

	Print/Vcard/Email	Contact	Address
No result

HELABA BANK (edit) (deal info)

6/10/24 - Helaba are not currently looking at new deals

	Print/Vcard/Email	Contact	Address
No result

Invesco (edit) (deal info)

6/25/24 - Not doing construction

	Print/Vcard/Email	Contact	Address
No result

MetLife Real Estate Investments (edit) (deal info)

6/10/24 - We aren’t currently offering construction financing; however, we are putting together a new fund, which will be called the MORE Fund, and we expect to have a construction component available in that investment vehicle – but likely not until closer to year end.

	Print/Vcard/Email	Contact	Address
No result

New York Life Investments (edit) (deal info)

6/27/24 - It will be challenging for us to move forward with a large multifamily construction loan in the DC metro area. We are concerned about rising vacancy rates due to the office market slowdown.

	Print/Vcard/Email	Contact	Address
No result

Otera Capital (edit) (deal info)

6/11/24 - Financing Memo sent to Alfred Trivilino

	Print/Vcard/Email	Contact	Address
No result

PNC Bank (edit) (deal info)

6/11/24 - We are reserving capital for existing customers and top prospects currently, so we will not be able to offer terms for this deal. This does look like a great project.

	Print/Vcard/Email	Contact	Address
No result

Principal Asset Managment (edit) (deal info)

6/25/24 - Too big. Max out at $60M

	Print/Vcard/Email	Contact	Address
No result

TIAA - CREF (edit) (deal info)

6/27/24 - No construction loans at the present time

	Print/Vcard/Email	Contact	Address
No result

Voya Investment Management (edit) (deal info)

6/11/24 - Loan size is too large. Max out at $50 million

	Print/Vcard/Email	Contact	Address
No result

Uncategorized

Aareal Bank (edit) (deal info)

6/10/24 - Email to Dan Goldman bounced back

	Print/Vcard/Email	Contact	Address
No result

AEGON USA (edit) (deal info)

6/8/24 - Financing Memorandum sent to Scott Cote - 6/10/24

	Print/Vcard/Email	Contact	Address
No result

Aetna Life Insurance Co. (edit) (deal info)

6/11/24 - Financing Memo sent to Mike Nicols

	Print/Vcard/Email	Contact	Address
No result

AIG Global Real Estate (edit) (deal info)

6/25/24 - Follow up email sent

	Print/Vcard/Email	Contact	Address
No result

Allegiant Asset Management (edit) (deal info)

6/8/24 - Merged with PNC

	Print/Vcard/Email	Contact	Address
No result

Allianz of America, Inc. (edit) (deal info)

6/25/24 - Sent follow up email

	Print/Vcard/Email	Contact	Address
No result

Allstate Insurance Company (edit) (deal info)

6/8/24 - Commercial Mortgage Book transferred to Voya Investment Management - Greg Michaud

	Print/Vcard/Email	Contact	Address
No result

American Equity Investment Life Insurance Company (edit) (deal info)

6/11/24 - Financing Memo sent to Brendan McNally

	Print/Vcard/Email	Contact	Address
No result

American National Inusrance Co. (edit) (deal info)

6/11/24 - Financing Memo sent to Denny Fisher

	Print/Vcard/Email	Contact	Address
No result

Athena Capital Management, Inc. (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

AVIVA Investors (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

Bank of Montreal (edit) (deal info)

6/25/24 - Follow up email sent

	Print/Vcard/Email	Contact	Address
No result

BBVA Compass (edit) (deal info)

6/8/24 - Financing Memo sent to Bruce Habig 6/10/24

	Print/Vcard/Email	Contact	Address
No result

BNY Mellon (edit) (deal info)

6/11/24 - Financing Memo sent to Jacob Winterle, Kamal Yagubov and Michael Bennett

	Print/Vcard/Email	Contact	Address
No result

Capital One Bank (edit) (deal info)

6/25/24 - Follow up email sent

	Print/Vcard/Email	Contact	Address
No result

CIBC (edit) (deal info)

6/7/24 - Financing Memo sent to Jeremy Carruthers

	Print/Vcard/Email	Contact	Address
No result

Cigna (edit) (deal info)

6/8/24 - Financing Memo sent to Jeff Keenan - 6/10/24

	Print/Vcard/Email	Contact	Address
No result

Citibank (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

Citibank Private Bank (edit) (deal info)

6/8/24 - Financing Memo sent to Aashish Ponda - 6/10/24

	Print/Vcard/Email	Contact	Address
No result

EagleBank (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

Guardian Life Insurance Co. of America (edit) (deal info)

6/8/24 - Financing Memo sent to Dan Maples - 6/10/24

	Print/Vcard/Email	Contact	Address
No result

Guggenheim Commercial Real Estate Finance LLC (edit) (deal info)

6/9/24 - Do not appear to be in the lending business at present

	Print/Vcard/Email	Contact	Address
No result

HSBC (edit) (deal info)

6/10/24 - Email to James Richards bounced back

	Print/Vcard/Email	Contact	Address
No result

John Hancock Life Insurance Co. (edit) (deal info)

6/8/24 - Financing Memo sent to Reid Mclay - 6/10/24

	Print/Vcard/Email	Contact	Address
No result

JP Morgan Chase (edit) (deal info)

6/8/24 - Financing Memorandum sent to Greg Werly

	Print/Vcard/Email	Contact	Address
No result

Key Bank (edit) (deal info)

6/9/24 - Financing Memo sent to Daniel Baker - 6/10/24

	Print/Vcard/Email	Contact	Address
No result

Mack Real Estate Group (edit) (deal info)

6/9/24 - Financing Memo sent to Saul Safdieh - 6/10/24

	Print/Vcard/Email	Contact	Address
No result

Manulife Financial (edit) (deal info)

6/25/24 - Follow up email sent

	Print/Vcard/Email	Contact	Address
No result

Morgan Stanley (edit) (deal info)

6/9/24 - Financing Memo sent to Michael Merlini - 6/10/24

	Print/Vcard/Email	Contact	Address
No result

Nippon Life Insurance Co. (edit) (deal info)

6/10/24 - Email to Peter Viehe-Naess bounced back

	Print/Vcard/Email	Contact	Address
No result

Scotiabank- The Bank of Nova Scotia (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

Societe Generale (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

Square Mile Capital (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

State Farm Life (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

Sumitomo Mitsui Banking Corporation (edit) (deal info)

6/10/24 - Email to Alex Cabria bounced back

	Print/Vcard/Email	Contact	Address
No result

UBS (edit) (deal info)

6/25/24 - Follow up email sent

	Print/Vcard/Email	Contact	Address
No result

US Bank (edit) (deal info)

6/25/24 - Follow up email sent

	Print/Vcard/Email	Contact	Address
No result

Wells Fargo (edit) (deal info)

6/25/24 - Follow up email sent

	Print/Vcard/Email	Contact	Address
No result

Zurich Structured Finance (edit) (deal info)

6/9/24 - Financing Memo sent to Tom Buffa - 6/10/24

	Print/Vcard/Email	Contact	Address
No result

Most Recent Comments - Red Lion Hotel
Date	Company	Comment
06/27/2024	TIAA - CREF	No construction loans at the present time -- pwitham
06/27/2024	New York Life Investments	It will be challenging for us to move forward with a large multifamily construction loan in the DC metro area. We are concerned about rising vacancy rates due to the office market slowdown. -- pwitham
06/25/2024	Wells Fargo	Follow up email sent -- pwitham
06/25/2024	US Bank	Follow up email sent -- pwitham
06/25/2024	UBS	Follow up email sent -- pwitham
06/25/2024	Santander	Follow up email sent -- pwitham
06/25/2024	Regions Bank	Follow up email sent -- pwitham
06/25/2024	Principal Asset Managment	Too big. Max out at $60M -- pwitham
06/25/2024	New York Life Investments	Sent follow up email -- pwitham
06/25/2024	Manulife Financial	Follow up email sent -- pwitham

Deal Tracking Report - Red Lion Hotel (edit, Deal Management)