Capital Markets Lending Products

I am looking to gain a deeper understanding of the lending products available in the capital markets (commercial real estate).

Hopefully someone can explain the platforms offered by your typical capital sources (bank, cmbs, debt fund, life insurance) as well as the products that they prefer and where they win deals.

2 Comments
 
Best Response

On a very high level:

Bank lending * Variable rate * Typically less than 7 years * Often combined with an interest rate swap to make the rate effectively fixed for the borrower * Win based on being able to provide flexibility with earn-outs, interest-only periods, and ability to prepay

CMBS * Fixed rate * Typically 10 years * Since it is backing a bond, there is limited ability to prepay, otherwise you have high penalties and defeasance * Win based on being willing to go to a higher LTV, lower DSCR, or wanting a lower fixed rate

LifeCo * Longer term lending (10-15 years) * Typically go after more core properties * Win based on providing low, long-term rates for safe, core properties

Debt Fund * Terms generally less than 10 years * Win based on being willing to provide capital on more risky or unique projects

Agency Lending * Longer term * Win on low long-term financing

 

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