Deal Tracking Report

Coverage

Company / Firm

Comments/Status

Term Sheets Received

5/14/24 - Sent Mark Loncar the Financing Memorandums

	Print/Vcard/Email	Contact	Address
No result

Bank of america (edit) (deal info)

5/14/24 - Sent Financing Memorandum

	Print/Vcard/Email	Contact	Address
No result

FVC Bank (edit) (deal info)

5/14/24 - Sent Financing Memorandums

	Print/Vcard/Email	Contact	Address
No result

Starwood Property Trust (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

Executed Confidentiality Agreement Received

No result

Detailed Discussions

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

5/14/24 - Sent Financing Memorandums

	Print/Vcard/Email	Contact	Address
No result

BMO Capital Markets (edit) (deal info)

5/14/24 - Sent Financing Memorandum

	Print/Vcard/Email	Contact	Address
No result

Burke and Herbert Bank (edit) (deal info)

5/14/24 - Sent Financing Memorandums

	Print/Vcard/Email	Contact	Address
No result

Capital Bank (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

NATIXIS (edit) (deal info)

5/14/24 - Sent Financing Memorandums

	Print/Vcard/Email	Contact	Address
No result

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

5/14/24 - Sent Financing Memorandums

	Print/Vcard/Email	Contact	Address
No result

Starwood Capital (edit) (deal info)

5/14/24 - Sent Financing Memorandum

	Print/Vcard/Email	Contact	Address
No result

Initial Discussions

Ardent (edit) (deal info)

5/7/24 - Sent One-Pager to Peyton Kegel

	Print/Vcard/Email	Contact	Address
No result

Bank of Clarke County (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

Bridge Investment Group Partners (edit) (deal info)

5/14/24 - Sent Financing Memorandums

	Print/Vcard/Email	Contact	Address
No result

Calmwater (edit) (deal info)

5/7/24 - One Pager sent to Eric Jordon

	Print/Vcard/Email	Contact	Address
No result

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

	Print/Vcard/Email	Contact	Address
No result

TD Bank (edit) (deal info)

5/14/24 - Sent Financing Memorandums

	Print/Vcard/Email	Contact	Address
No result

Groups that have Passed

3650REIT (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

A10 Capital (edit) (deal info)

5/15/24 - Currently at the full allocation for fixed rate/”perm” retail assets right now which these appear to be seeking.

	Print/Vcard/Email	Contact	Address
No result

ACORE Capital, LP (edit) (deal info)

5/7/24 - Sent One-Pager

	Print/Vcard/Email	Contact	Address
No result

Affinius Capital (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

AIG INVESTMENTS (edit) (deal info)

5/7/24 - Sent One-Pager

	Print/Vcard/Email	Contact	Address
No result

Apollo Commercial Real Estate Finance, Inc. (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

Bank OZK (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

Benefit Street Partners (edit) (deal info)

5/14/24 - Sent Financing Memorandums

	Print/Vcard/Email	Contact	Address
No result

Blackstone Mortgage Trust (edit) (deal info)

5/7/24 - Too small

	Print/Vcard/Email	Contact	Address
No result

Broadmark Capital Partners (edit) (deal info)

5/7/24 - Out of the market

	Print/Vcard/Email	Contact	Address
No result

Centennial Bank (edit) (deal info)

5/7/24 - Too small

	Print/Vcard/Email	Contact	Address
No result

CIM Group (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

Fulton Bank (edit) (deal info)

5/15/24 - Unfortunately, this is a pass for us. We are currently limiting the loan commitments to existing customers for the time being.

	Print/Vcard/Email	Contact	Address
No result

Mack Real Estate Group (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

PGIM Real Estate Finance (edit) (deal info)

5/14/24 - Sent Financing Memorandums

	Print/Vcard/Email	Contact	Address
No result

pnc real estate finance (edit) (deal info)

5/1/24 - One-Pager sent to Kevjorik Jones

	Print/Vcard/Email	Contact	Address
No result

Sandy Spring Bank (edit) (deal info)

5/14/24 - Sent Financing Memorandums

	Print/Vcard/Email	Contact	Address
No result

US Bank (edit) (deal info)

5/14/24 - Sent Financing Memorandums

	Print/Vcard/Email	Contact	Address
No result

Uncategorized

ABP Capital (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

Access Point Financial (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

ACRE Capital LLC (edit) (deal info)

5/7/24 - Sent One-Pager

	Print/Vcard/Email	Contact	Address
No result

Allstate Investments LLC (edit) (deal info)

5/7/24 - One Pager Sent

	Print/Vcard/Email	Contact	Address
No result

Alpine Capital Bank (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

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

	Print/Vcard/Email	Contact	Address
No result

ANICO (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

Banco Santander/ Sovereign Bank (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

Barclays Capital (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

Barings Real Estate Advisors (edit) (deal info)

5/7/24 - One Pager sent to Lisa Katz

	Print/Vcard/Email	Contact	Address
No result

BBVA Compass (edit) (deal info)

5/1/24 - One-Pager sent to Matt Genett

	Print/Vcard/Email	Contact	Address
No result

BMO Harris Bank (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

Cantor Fitzgerald/CCRE (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

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

	Print/Vcard/Email	Contact	Address
No result

Capital One Bank (edit) (deal info)

5/1/24 - One-Pager sent to Michael Antonelli

	Print/Vcard/Email	Contact	Address
No result

CIBC (edit) (deal info)

5/7/24 - One Pager sent to Jeremy Caruthers

	Print/Vcard/Email	Contact	Address
No result

CIT Commercial Real Estate (edit) (deal info)

5/7/24 - Sent One-Pager to John Connolly

	Print/Vcard/Email	Contact	Address
No result

Citigroup (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

Citizens Bank (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

Corevest Finance (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

Delaware Life (edit) (deal info)

5/7/24 - One-Pager sent to Steve Prinn

	Print/Vcard/Email	Contact	Address
No result

Deutsche Bank Commercial Real Estate Group (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

Dollar Bank, FSB (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

DW Capital (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

EagleBank (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

Federal Capital Partners (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

Fifth Third Bank (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

First National Bank (edit) (deal info)

5/1/24 - One-Pager sent to Chris Nevin

	Print/Vcard/Email	Contact	Address
No result

Five Star Bank (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

Forbright Bank (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

Fortress (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

Goldman Sachs (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

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

	Print/Vcard/Email	Contact	Address
No result

H2 Financial (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

Hall Structured Finance (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

Heitman Real Estate Investment Management (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

HELABA BANK (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

Hingham Savings (edit) (deal info)

5/1/24 - Sent One-Pager

	Print/Vcard/Email	Contact	Address
No result

HSBC (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

Hudson Realty Capital LLC (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

Invesco (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

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

	Print/Vcard/Email	Contact	Address
No result

John Marshall Bank (edit) (deal info)

5/1/24 - Sent One-Pager to Chris Lipscomb

	Print/Vcard/Email	Contact	Address
No result

JP Morgan (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

JP Morgan Chase (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

Kayne Anderson (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

Key Bank (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

LStar Capital (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

Lument (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

M&T Bank (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

Main Street Bank (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

Melody Capital Partners (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

Mesa West Capital (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

MetLife Real Estate Investments (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

MF Capital Partners (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

Midcap Financial (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

Midfirst Bank (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

Monroe Capital (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

Morgan Stanley (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

MOSAIC INVESTMENTS, LLC (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

NATIONAL REAL ESTATE ADVISORS (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

New York Life Investments (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

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

	Print/Vcard/Email	Contact	Address
No result

Nuveen Real Estate (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

NYMT (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

Otera Capital (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

Pacific Life Insurance Company (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

Pacific Western Bank (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

Pangea Mortgage Capital (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

Parkview Financial (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

PCCP (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

Pembrook Capital Management (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

Post Road Value Fund LP (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

Principal Financial Group (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

Principal Real Estate Investors (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

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

	Print/Vcard/Email	Contact	Address
No result

RBC Capital Markets (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

ReadyCap Commercial (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

Regions Bank (edit) (deal info)

5/1/24 - Sent One-Pager to Barry Musselman

	Print/Vcard/Email	Contact	Address
No result

Related Capital (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

Rexmark (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

RGA Reinsurance Company (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

Romspen Capital (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

S3 Capital (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

Santander (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

Scale Lending (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)

	Print/Vcard/Email	Contact	Address
No result

Summit Community Bank (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

Thorofare Capital (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

TIAA Bank (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

Tremont Realty Capital (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

Trez Capital (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

Truist (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

UBS (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

ULLICO (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

Union Bank (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

United Bank (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

100

USAA Real Estate Company (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

101

Voya Investment Management (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

102

Walton Street Capital, LLC (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

103

Washington Capital Management (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

104

Webster Bank (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

105

Wells Fargo (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

106

WesBanco (edit) (deal info)

	Print/Vcard/Email	Contact	Address
No result

Most Recent Comments - Meladon Haymarket Retail Refi
Date	Company	Comment
05/15/2024	Fulton Bank	Unfortunately, this is a pass for us. We are currently limiting the loan commitments to existing customers for the time being. -- pwitham
05/15/2024	A10 Capital	Currently at the full allocation for fixed rate/”perm” retail assets right now which these appear to be seeking. -- pwitham
05/14/2024	Starwood Capital	Sent Financing Memorandum -- pwitham
05/14/2024	Bank of america	Sent Financing Memorandum -- pwitham
05/14/2024	BMO Capital Markets	Sent Financing Memorandum -- pwitham
05/14/2024	Atlantic Union Bank	Sent Mark Loncar the Financing Memorandums -- pwitham
05/14/2024	NATIXIS	Sent Financing Memorandums -- pwitham
05/14/2024	PGIM Real Estate Finance	Sent Financing Memorandums -- pwitham
05/14/2024	US Bank	Sent Financing Memorandums -- pwitham
05/14/2024	TD Bank	Sent Financing Memorandums -- pwitham

Deal Tracking Report - Meladon Haymarket Retail Refi (edit, Deal Management)