ON-DEMAND VIRTUAL CASE STUDY

Debt Optimization in Action:
How a Multifamily Owner/Operator Optimized Debt for Long-Term Stability and Enhanced Investor Returns 

In 2025, having a proactive and adaptable debt strategy is more important than ever. With interest rates and market conditions shifting weekly, knowing how to seize opportunities can impact your cashflow and work in favor of your strategies.

This 15-minute case study explores how Defease With Ease | Thirty Capital enabled a mid-market multifamily owner/operator to successfully optimize their debt structure, accelerate their promote, and position themselves for future growth.

Don't miss this chance to see debt optimization strategies in action and learn how to apply them to your own portfolio!

Key Takeaways: 

✓   Proactive portfolio-level monitoring and debt analysis is critical to managing interest rate risk and positioning assets for growth.

✓   Combining asset-level financial modeling with real-time market data enables smarter loan structuring aligned with long-term business plans.

✓   Refinancing ahead of maturity can unlock value when borrowers capitalize on forward rate expectations and shifting market dynamics.

✓  Strategic collaboration with lenders and advisors helps secure favorable terms—such as extended I/O periods and increased proceeds.

Meet the Speakers

Luke Fuller
Director, Capital Markets

Director of Capital Markets. 10+ years in debt structuring, interest rate risk management, and capital markets execution. Expertise: securitization, derivative hedging strategies, structured finance, and financial modeling. Focus: optimizing debt portfolios, mitigating market risk, and executing transactions across asset classes. Advises investors, private equity firms, and REITs on loan restructuring, yield curve analysis, and portfolio risk assessment. Formerly with Colliers.

Ali Mashal
Senior Debt Analyst

Senior Analyst, Capital Markets. 12+ years in CRE finance, debt structuring, financial modeling, and market research. Expertise: CMBS, interest rate hedging, cash flow modeling, credit analysis, and risk assessment. Focus: supporting deal execution, debt optimization, and market forecasting. Conducts due diligence, scenario analysis, and ensures transactions align with client goals and market conditions. Previously worked in corporate banking and FX transactions, and in private wealth management at Morgan Stanley.

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.