Overview

A 67-unit mixed-use multi-family and commercial development project located in San Diego sought equity capital to advance from entitlement to pre-construction and early development phases. The developer required a substantial equity raise to secure financing, accelerate project timelines, and position the asset for long-term urban infill growth. They engaged us to structure and facilitate a $32.5 million USD equity investment with a private real estate investment group focused on high-quality U.S. urban opportunities.

Our Approach

Investor Identification & Engagement
We leveraged our extensive real estate investment network to identify and introduce a private real estate group actively seeking urban infill development projects in the U.S. Southwest. Through targeted outreach and relationship management, we secured investor interest aligned with the project’s scale and growth potential.

Capital Structuring & Deal Packaging
We developed a tailored equity raise strategy, preparing detailed financial models, pro forma analyses, and investment memoranda that highlighted the project’s value drivers, market positioning, and expected returns. Clear articulation of risk mitigation and exit strategies strengthened investor confidence.

Due Diligence Coordination
Our team facilitated the due diligence process, including site visits, entitlement reviews, environmental assessments, and financial audits. We ensured timely communication between the developer, investor, and third-party consultants to maintain momentum and transparency.

Negotiation & Closing Management
We managed term sheet negotiations, subscription agreements, and closing logistics to ensure a smooth transaction. Our coordination ensured that regulatory compliance and capital transfer processes adhered to timelines critical for project progression.

Results After 120 Days

• Successfully raised $32.5 million USD in equity investment from a private real estate group.

• Capital injection accelerated project entitlement and pre-construction activities, allowing earlier groundbreaking.

• Strengthened the project’s financial position, enabling better contractor negotiations and material procurement.

• Positioned the developer to deliver a high-quality urban infill asset with strong market demand and growth potential.