Background:
Client C is a seasoned commercial real estate investor with a strong portfolio of multifamily and mixed-use assets. With multiple stabilized properties under management, he had a high credit reputation and a proven acquisition track record. He identified a new investment opportunity—a commercial asset with substantial upside—but needed $4.5M in equity capital to meet the remaining loan-to-cost requirement. His priority was clear: secure the equity without drawing from operational reserves or weakening cash flow across his existing holdings.

Key Challenges:
⚠️ Required $4.5M equity injection to complete the capital stack
⚠️ Did not want to liquidate assets or restrict cash flow
⚠️ Timeline-driven deal window
⚠️ Needed to avoid dilutive JV terms or high-cost mezzanine debt

What We Did:
✔ Conducted a capital positioning audit and equity gap analysis
✔ Segmented the required funding into a structured equity tranche strategy
✔ Positioned Client C as a low-risk, high-yield borrower for our private credit syndicate
✔ Structured a flexible equity solution by combining DSCR-qualified financing with credit-based capital solutions—delivering the required equity without loss of control, partner dilution, or operational risk.

‍Results:
✅ Secured $4.5M in equity capital from private lending and equity placement sources
✅ Protected 100% of operating reserves and existing portfolio liquidity
✅ Retained full ownership control with no partner dilution
✅ Positioned to close and stabilize the asset, with post-acquisition funding options already prequalified

‍“The structure A.D. Tasker engineered gave me leverage without compromise. I didn’t have to bring in partners, touch cash flow, or delay the deal. They delivered capital and control—exactly what a serious investor needs.”