Debt & Equity Specialists. We are known as a One-Stop-Shop for Multifamily and BTR Capital Solutions

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JV Equity

Joint venture equity allows sponsors to raise typically 50% to 95% of the common equity for a project from one capital partner. This approach allows operators to leverage the financial strength and market insights of sophisticated investors, share risks, pursue ambitious projects that may have been beyond their individual capabilities, and achieve higher potential returns through collaboration

Target Parameters:

Ticket: $3mm to +$250mm

Equity Ratio: 95/5 or less

Geography: Nationwide

Strategy: Core Plus, Value-Add, Ground Up

Preferred Equity

Preferred equity provides a flexible financing solution, combining elements of debt and equity, to optimize capital structures. With our expertise in structuring preferred equity transactions, we connect operators with investors seeking attractive risk-adjusted returns while offering operational and cash flow benefits to the project. Partner with us to secure the preferred equity capital that propels your real estate ventures forward.

Target Parameters:

Ticket: $3mm to +$100mm

Sizing: Up to 87% LTC; 7.0% debt yield at stabilization

Geography: Nationwide

Strategy: Acquisition, Recap, Ground Up

Debt Financing

We have extensive expertise in arranging various types of debt financing for real estate projects. With a proven track record, the firm specializes in arranging bridge debt, permanent debt, construction debt, and CPACE financing. Whether clients require short-term funding, long-term financing, construction-related loans, or sustainable energy financing, CastleSquare will assist to provide tailored solutions to meet their specific needs.

Target Parameters:

Ticket Size: $5 million to $1.2 billion (no syndication)

Sizing: 55% to 85% LTC; 7.0 to 8.5% stabilized DY

Geography: Nationwide

Loan Type: Bridge, Perm, Construction, Note-on-Note