FREE INFOGRAPHIC
Inside the CRE Capital Stack: Layers of Risk, Return & Control

Your capital stack is the backbone of your investment strategy, whether you’re buying, refinancing, or managing a long-held asset. Understanding every layer is critical to protecting cashflow and ensuring each financing decision supports your long-term goals. 

Forward-thinking owners and operators are stress-testing leverage and rebalancing structures well before a maturity date or capital event. Waiting until the last minute can force rushed decisions, higher borrowing costs, or missed opportunities for better terms.

This infographic helps you assess the health of your entire capital stack and identify weak points before they affect performance. From senior-loan covenants to equity waterfalls, it provides a clear framework to balance risk, return, and control. 

Download the infographic to: 

✓   Map each layer (senior, subordinate, mezzanine, preferred, and common) along with its distinct roles, risks, and costs. 

✓   Benchmark risk indicators such as DSCR, debt yield, and LTV against lender guardrails. 

✓   Identify refinancing, cash-sweep, and prepayment risks to plan capital moves with confidence. 

Let's Talk — Zero Pressure, Just Actionable Insights

Whether you're weighing a refinance, reviewing loan terms, or navigating market pressure, our team will provide a live, expert second opinion tailored to your situation. We can review the debt market outlook, assess hedging strategies, model cashflow and debt scenarios, identify ways to optimize your capital stack, or just answer any questions you may have. It’s free, focused, and built to give you clear next steps.