Holistic Real Estate provides mezzanine debt, preferred equity, and specialty financing to qualified sponsors — bridging the gap between senior debt and common equity.
With five offices nationwide
With an average of 25 years of experience per member, our team of CPAs, Attorneys, and Bankers specialize in managing risk, finding opportunities, and closing complex deals.
Subordinate debt secured by a pledge of ownership interest in the borrowing entity, sitting between the senior mortgage and equity in the capital stack.
A direct equity investment providing the investor preferred rights to dividends, distributions, and sale proceeds — senior to common equity but junior to all debt.
Unlock trapped liquidity in existing real estate portfolios without expensive and dilutive equity. Second-position loans and loans on partnership interests.
First-priority lien on the property — banks, agencies, CMBS, life companies
Secured by pledge of equity interest in the borrowing entity
Direct equity with preferred return rights, senior to common equity
GP/LP equity — first-loss position with the highest return potential
Combined LTV up to 85–90% with our mezzanine and preferred equity products
Apartments & housing
Hotels & resorts
Shopping & mixed-use
Warehouses & logistics
Class A & B office
Medical & senior living
Climate & conventional
New construction
We acquire well-located commercial assets with inefficient capital structures, poor management, or event-driven distress. Once acquired, assets are aggressively repositioned to realize underlying value.
Propose an Acquisition →We acquire performing and non-performing loans from banks and private lenders, servicing their immediate liquidity needs. We reposition these notes to monetize through interest yield during strategic hold periods.
Sell Your Loans →We originate asset-backed loans as senior-secured fixed income positions — providing fast turnarounds and creative lending solutions where conventional financing is difficult to obtain.
Apply for Financing →Submit your project details through our intake form or contact us directly. We'll schedule a call to understand your capital needs, timeline, and deal structure.
Our team conducts rapid due diligence on the asset, sponsor, and market. You'll receive a detailed term sheet with proposed structure, rate, and conditions.
We coordinate with senior lenders on intercreditor agreements and work with counsel to finalize documentation. Our in-house process minimizes delays.
Capital is deployed per the agreed schedule. We actively monitor the investment and proactively contribute to performance throughout the hold period.
We originate, hold, and service our own loans — providing certainty of execution and a single point of contact from term sheet to closing.
Every transaction is custom-tailored. We structure mezzanine, preferred equity, and hybrid solutions to match each project's unique cash flow profile and objectives.
Time kills deals. Our streamlined underwriting and in-house decision-making enable rapid term sheets and closings when conventional lenders move too slowly.
We build long-term partnerships with sponsors. Repeat borrowers benefit from faster processing, better terms, and a lender who already understands their portfolio.
From interest-only mezzanine to preferred equity with governance rights, we structure capital to minimize dilution while maximizing your leverage and control.
Our team excels at pricing, financing, and overseeing physical and financial assets — extracting superior risk-adjusted returns through hands-on management.
Submit your deal for review. Our team evaluates every submission and provides a preliminary response within 48 hours for qualifying projects.
What to include in your submission: Property type & location, loan amount requested, current capital structure, sponsor experience and track record, timeline and use of proceeds.