Here’s what some of our clients have to say about working with LCA:
“Liberty Capital Advisors has played an instrumental role in helping Summit Investment Management meet our acquisition goals over the past several years. Our working relationship with LCA been enormously beneficial for the firm. Ken Harper has proven quite adept at identifying potential loan acquisition opportunities that are not openly marketed, but were also well suited to Summit’s investment criteria.”
Charles J. Burger
Managing Partner
Summit Investment Management, LLC
“Liberty Capital Advisors has played an instrumental role in assisting the PNL Companies to meet our acquisition and disposition targets. PNL requested that Liberty Capital Advisors find purchasers for two difficult to sell assets, one of which PNL had held well beyond our normal holding period. Within short order Liberty Capital Advisors located buyers for notes secured by an apartment building and a single-room occupancy hotel in urban Los Angeles. Liberty Capital Advisors was equally adept at originating transactions that were not being openly marketed, but were well suited to PNL’s investment criteria.”
Daniel S. Levitan
Senior Vice President
PNL Companies
“Liberty Capital Advisors executed some very difficult trades within a short time span, pulling the proverbial ‘rabbit out of the hat’ for us. They have created value for our organization by expeditiously executing whole loan trades in a very difficult economic environment. On top of being a talented asset trading firm, Liberty Capital Advisors continues to be a valuable source of industry information and can be summed up in three words: talent, intelligence and professionalism.”
Loren Picard
Executive Vice President
Redwood Trust, Inc.
“Our working relationship with Liberty Capital Advisors has been enormously beneficial for the firm. Liberty Capital Advisors’ high-quality advisory services quickly found us a buyer for a portfolio of sub-performing loans. Within 48 hours of receiving the deal, Liberty Capital Advisors had a price, a buyer and the specifications for a closed deal-one that exceeded expectations and helped bring us significant value. The ease of working with Liberty Capital and their ability to provide a full-service solution made us very comfortable and we plan to utilize their services in the future.”
Scott E. Miller
Executive Vice President
Bank of Hawaii
LCA traded a $46.6 million single-asset loan secured by a 201,000 square foot retail shopping center in Arizona. The sale, initiated by a major money center bank, proved challenging because a national retail tenant had filed Chapter 7 bankruptcy and vacated the property. Upon identifying a major east-coast shopping center operator to acquire the loan, LCA worked extensively with the buyer, seller, legal counsel, and third party vendors, executing the transaction in approximately 45 days.
Acting as the Financial Advisor to a Life Insurance Company, LCA recently traded a $30 million portfolio of Walgreens credits across Illinois and Wisconsin. The insurance firm chose to sell the long-standing loans in order to reposition their balance sheet. LCA identified a qualified buyer within 72 hours and closed the deal in approximately 30 days.
LCA recently initiated and executed a trade in just 10 days. Secured by a 400 unit multi-family project in Los Angeles, the loan sale was especially complicated due to a 99 year ground lease. LCA quickly identified an institutional buyer and brought the deal to completion in less than two weeks.
In a deal for a major money center bank, LCA traded seven loans totaling $20 million. The collateral consisted of a portfolio of storage facilities, office, retail, and multi-family properties located in Florida, Arkansas, Mississippi, Montana, Louisiana and Georgia. LCA located a regional bank to buy the loans and complete the trade.
Contact Liberty Capital Advisors to explore your commercial real estate loan trading needs.