CRE Debt Advisory

One advisor.Across every capital event.

Built and led by a former lender and a multifamily operator who advise on your whole portfolio — acquire, operate, refinance, redeploy.

$1B+

Closed loan volume

25+ yrs

Lender & advisory experience

95%+

Repeat & referral

Who We Serve

Built for the capital event on the table —and the next one.

Improve the asset, pull maximum equity at refinance, redeploy into the next deal.

Portfolio-level advisory: what to refinance, where to deploy equity, how to stagger maturities.

Multiple projects, different stages. We match the right capital source to each.

Case Studies

Multifamily · Jersey City

$8.8M

60-unit new construction · bridge-to-permanent

A high-rate bridge loan retired and replaced with long-term fixed-rate debt at $0 prepayment penalty — complete exit optionality.

Repeat Developer · New Jersey

$50.0M

3 deals · 4th in progress

One advisor matching the right capital source to each stage — cost of capital dropping with every close.

Acquisition · New York, NY

$11.3M

59 units · $16M purchase · 80% rent-regulated

Positioned as a basis reset, not distress — underwritten on the sponsor's track record managing 1,000+ rent-regulated units.

Why TruePoint

Most advisors present part of the story and leave equity on the table at each handoff. We stay on the desk across the loop.

01 Acquire
The right lender on day one.
Source lenders that compete on your profile — not a 40-lender blast.
An LOI a credit committee approves, not one that re-trades in diligence.
02 Operate
Operator-side advisory.
Hold-period advisory from people who've run 1,000+ units.
A real NOI lift in the T-12 the lender believes.
03 Refinance
Equity out, sized for the next move.
Size around the portfolio you're building, not just this asset.
Maximum equity freed to redeploy.
04 Redeploy
Round two prices tighter.
Same advisor, same sponsor story coming back.
Compressed diligence and better terms.

The point everything converges toward.

One advisor, across every capital event in an asset's life.

Track Record

Selected recent closings across multifamily, mixed-use and retail.
Asset	Structure	Location	Amount	Lender
Mixed-Use	Mixed-Use Pre-Development	Jersey City, NJ	$22.6M	Regional Bank
Mixed-Use	CMBS Acquisition	New York, NY	$11.3M	CMBS
Retail	Retail / Medical	Greenwich, CT	$8.6M	Community Bank
Multifamily	Multifamily Permanent	Hoboken, NJ	$10.5M	Money Center Bank
Multifamily	Multifamily Acquisition	Jersey City, NJ	$8.9M	Credit Union
Multifamily	Bridge-to-Permanent Refinance	Jersey City, NJ	$8.8M	Credit Union