Energize your CRE Investing

You've always approached property deals deliberately - now you can for financing deals also.

Bringing a financing deal to market is hard relying on one-off lender inquiries. Instead, we're designed to search lenders based on potential to fit the deal's criteria - so you can engage the market more intentionally.

Coverage
Lender reach
Search
Fit to criteria
Performance
Situation-specific approaches

Learn more

Use our short Intro call to see if to engage us.

Intro call - initial contact 
Standard:

Often within 24 hours

Time-sensitive:

Prioritized

Target response timing - subject to capacity
Call now

Legal notice

This website provides general information. Using it or communicating with us does not create a brokerage relationship or fiduciary duty - brokerage services, if any, are provided only under written agreement. 

We are not a lender and this is not an offer of credit - financing outcomes are determined solely by lenders based on their programs and discretion. Any description of process, timing, or market activity is illustrative only and may vary by transaction.

We broker business-purpose loans secured by commercial or multifamily real estate; we do not offer residential mortgage brokerage, or broker loans for personal, family, or household use.

We're made to help you take control of your financing search.

Get equipped, see options
 Options

Use deal criteria to search options upfront, so the inquiries made, make sense for the deal.

Act with intention
 Control

Run the deal as one coordinated effort, with a plan, for your goals, rather than acting without one.

Enter the market, ready
 Standing

Prepare the deal before outreach, so lenders can get more quickly to real decisions and feedback.

OUR DIFFERENCE

Rethinking search itself

Seek financing you want - not just what's readily available.

Core features:

01
Centered on your criteria

Our primary purpose is to search the financing you want. We  emphasize your criteria to guide the project.

02
Tiered approach to market

We shift the market dynamic - first going broad, to see beyond pre-known options, then narrowing to where outreach may be more meaningful.

03
Active use of insight

We pair program knowledge and analytical insight, for a fuller market view, and a more direct route to lenders with potential for fit.

How WE WORK

Designed for momentum

Defined stages for progressing the deal.

Typical flow; simplified and illustrative.

1. Intro Call

Align on goals and decide whether to engage.

2. Clarify the Deal

Organize deal facts for introduction to the lender market.

3. Sequence Lender Outreach

Identify lenders and define outreach rounds based on deal criteria.

4. Run Lender Outreach

Introduce the deal to lenders, gather feedback, and adjust outreach deliberately.

5. Lender Review

Lenders review the deal, may offer terms, and - if selected - underwrite and decide whether to fund.

What this approach potentially changes compared with sequential, one-by-one lender shopping:
  • Proactivity: operating deliberately rather than reactively.
  • Relevance: focusing programs corresponding to the deal’s stated criteria.
  • Efficiency: screening a broader market with less wasted motion.

Timing note: Share any deadlines or constraints early (e.g., contingencies, maturities, exchange windows).

CLIENT SOLUTIONS

Deal profiles we support

Distinct scenarios where our approach may help.

Deal scenarios
Hands-On Sponsor

For value-creating strategies benefiting from related lender programs or structuring approaches - including active trading, distressed acquisition, repositioning, or development.

  • Search based on deal strategy: seeking for lenders and programs overlapping the deal strategy and criteria, and that indicate their programs consider timelines similar to those proposed.
  • Lender structuring agility: flexibility across bridge, short-term, and specialized capital sources.
Portfolio Investor

For stabilized, income-producing properties where financing decisions involve your weighing of tradeoffs on leverage, prepayment, recourse, covenants, maturity timing, funding diversity, competitiveness, and other factors.

  • Market reach: search for proposals from long-hold lenders having programs with potential for the deal's criteria.
  • Targeted terms: pursuing structures and flexibility you indicate as relevant for how you plan to hold and operate assets.
  • Flexible level of involvement: be hands-on or delegate more of the process, depending on the deal and your preferences.
Owner-Occupier

For investors financing property occupied by businesses they own.

  • Program specialization: search emphasizing options designed for owner-occupied situations.
  • Lender experience: seeking lenders based on having experience with your business' industry and the property type.
  • Feasibility: brokering for features you prioritize based on the business' circumstances, like the size of the loan and the monthly payment.
Niche Situation

For deals with non-standard elements such as special-purpose assets, raw land, non-citizenship, entitlement challenges, unfinished construction, or prior credit events.

  • Niche programs: seeking lenders that describe programs used in similar transaction types and that indicate their programs consider timelines similar to those proposed.
  • Search efficiency: targeting a more efficient search than achievable without market context.
Comeback

For sponsors responding to unforeseen setbacks - market shifts, asset-level issues, or personal circumstances.

  • Potential sources: search for lenders open to situational nuance.
  • Future-focus: emphasis in search on financing sources oriented toward forward viability.
  • Efficiency of search: targeting a more efficient search than achievable if acting blindly in the market.
Market coverage reference

Lender types we frequently search

  • Regulated banks and credit unions
  • Agency and CMBS lenders
  • Institutional and private debt funds
  • Private and hard money sources

Deal scope

Acquisition, refinance, bridge, value-add/transitional, portfolio capital, ground-up construction, and land development.

Asset types

Multifamily, office, retail, industrial, hospitality, special-use, land.

Sponsor profiles

Individual investors, GP sponsors, family offices.

Geography

California-based projects; capital sourced locally and nationally.

Contact

Start a financing conversation

If you're evaluating financing options, contact us for an Intro call.

Engagement status: Contacting us or scheduling an Intro call does not create an engagement or obligation to provide brokerage services.
Direct contact

Email

info@CapitalMarketGroup.com

Phone

(310) 925-5432

Address

2555 Towngate Road, Ste 200
Westlake Village, CA 91361

Licensing

Licensed California real estate brokerage offering commercial real estate finance brokering.

Real Estate Broker, California Department of Real Estate
Broker License 02234011 • Sales License 02209365

Request an Intro call
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About

We're built for search

Experience in market structure and deal process.

Our proposition
How we work

Financing terms affect transaction economics, yet it's not easy to run a deliberate search. Lenders can look similar from the outside, making it hard to identify relevance. Ad-hoc outreach often seems like the only solution.

Instead, we exist to make deliberate search possible - aiming to better enable identifying lenders based on deal criteria.

  • Criteria-led search - to broaden the search universe
  • Analytical lender discovery - for search efficiency
  • Integrated workflow - for inquiry efficiency

In place of deferring to in-mind options, investors gain possibility for an approach to search based on lenders' potential fit to the deal's criteria.

Experience behind the model

Our brokering reflects our banking heritage, including in and around commercial real estate lending organizations.

Institutional context

Our Principal has substantial management experience within banks and consulting firms serving lenders, including Wells Fargo, Lloyds Banking Group, Accenture, and former regional and specialist lenders.1

What our experience means

The design of our brokerage proposition is informed by how the market is structured, and by how lending organizations typically serve the market.

Result

A brokerage attuned to the market, organized for intentional search in pursuit of the sponsor's deal criteria.

Why this matters

Improved financing access expands possibilities in CRE investing: higher-impact projects, stronger returns, and agility to act on opportunities. Our aim is to provide brokerage services that make deliberate financing search practical.

 1 We are not endorsed by or acting on behalf of these firms, or any lender. All underwriting and approval decisions are made solely by lenders.

Next step

Get to know us with a short Intro call

A practical way to see whether this approach fits your situation.

Time
20 minutes (typical)
Cost
No charge for Intro call
Outcome
Typically discussed:
  • How we work
  • Terms - brokerage
  • Whether to explore an engagement
How to prepare

No preparation is needed.

How to hold the Intro call

Call us, and we'll speak right then if available, or we'll schedule it typically for the same day. Let us know if urgent and we'll work to accommodate.

Quick reference
When to get in touch
  • Imminent deal: right away
  • New project or deal: during early planning
  • Future deadline, like a maturing loan: 18 months in advance, for optionality

Practical questions before starting a financing conversation

Call us at (310) 925-5432. If we’re free, we’ll talk then. If not, we’ll set a time to call you back.
Feel free to contact us about the deal. Whether a loan is offered is always a lender decision, and each lender has its own program and criteria - a decline by one lender simply means that particular program was not a match.
We work with a wide range of property types and deal situations and can help run a financing search across different lender categories. Feel free to contact us about the deal.
For practical reasons, most our deals are above a mid-to-high six-digit loan amount, though there are exceptions. Feel free to contact us to discuss the situation.
Considering financing during early planning can be useful.
Ready to get into action?

A short Intro call is your tangible next step.