Expansion footprint Capital Advisors operates multiple production offices across the Southeast United States, signaling potential for cross-market deal sourcing and regional partner referrals to expand client reach and originate more loans and sales opportunities.

AUM and capacity With over 15 billion in completed transactions and 1.1 billion serviced for insurance lenders, the firm demonstrates strong deal execution and ongoing servicing capabilities that can be leveraged to upsell additional debt placement, loan servicing, and investment sales services to current clients and lenders.

Diverse lender network Access to a wide lending ecosystem including Fannie Mae, Freddie Mac, HUD, insurers, pension funds, banks, CTLs, and CMBS provides opportunities to position Capital Advisors as a preferred intermediary for new debt placements across varied risk profiles and financing programs.

Recognition asset Awarded the National Broker & Lender of the Year in 2021, the firm’s credibility can be leveraged to win mandates from prospective clients seeking established, award-winning real estate financing and advisory services.

Market positioning Serving a client base from private investors to large real estate players in the US and Canada, Capital Advisors sits at a broad, multi-market intersection that can be targeted for strategic partnerships, referrals, and expanded investment sales opportunities in cross-border transactions.