ON-DEMAND VIRTUAL CASE STUDY

When Loan Maturities Create a Capital Dilemma: Exploring the Right Path Forward

.

Watch the Case Study!

.
  

When a loan extension hinges on a material paydown, CRE operators must weigh more than just the rate—they must balance liquidity, partner dynamics, and long-term asset strategy.

In this 20-minute virtual case study, we examine how a firm with a 300-unit multifamily property faced a $5 million paydown requirement to secure a 2-year loan extension—and the strategic options considered to preserve equity and align with investor interests.

Key Takeaways:

✓   Preferred equity can fill funding gaps without relying on LP capital, especially when capital calls face resistance.

✓   Structuring decisions should align with both near-term NOI recovery and long-term hold strategy.

✓   Scenario modeling must account for dilution, timing, and LP dynamics—not just headline IRRs.

✓   Proactive debt planning like extensions, earn-outs, or hybrid stacks can create runway and preserve upside.

Meet the Speakers

Mark Runde
SVP, Asset Management

Head of Asset Strategies. 25+ years in real estate, specializing in valuations, acquisitions/dispositions, financing, and asset/portfolio management. Expertise: servicing and workout in load modifications, loan restructurings, partnership restructurings, financial modeling, risk assessment, market analysis, asset allocation, capital optimization, and performance benchmarking. Focus: leading acquisition and management of large portfolios, optimizing capital structures, and driving superior results. Managed a $18B portfolio; led over $500M in acquisition and development transactions at CW Capital and New Boston Fund, Inc. 

Kevin Swill
SVP, Debt & Capital Advisory

SVP, Debt & Capital Advisory. 30+ years in capital markets, real estate finance, and strategic advisory. Expertise: acquisitions, dispositions, structured financing, capital raising, asset and property management, and investment strategy. Focus: advising CRE sponsors and owners on complex capital stack decisions, delivering financing solutions, and optimizing returns. Formerly held senior roles at Lloyd Jones, The Carlton Group, Westminster Capital, Kushner Companies, Merrill Lynch, CIBC, Deutsche Bank, and Citibank.

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.

Choose your time