Multifamily Financing Advisory

Find the Right Bank for Your Multifamily Transaction

We match multifamily property owners with the optimal bank, credit union, or institutional lender — from preconstruction through permanent financing and everything in between.

$146B

GSE Lending Capacity 2025

65–85%

Leverage Available

5.5–9%

Rate Range by Program

50+

Bank Relationships

Lender Landscape

Types of Banks & Lenders We Work With

Every multifamily deal has an ideal lender. We navigate the full spectrum — from money center banks to community credit unions — to find yours.

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National & Money Center Banks

JPMorgan Chase, Wells Fargo, Bank of America, Citibank, and U.S. Bank offer the largest multifamily lending platforms — construction, bridge, and permanent programs with the most competitive rates on institutional-quality deals. Best for stabilized assets $10M+ with strong sponsorship.

Typical LTV: 60–70% · Rates from 5.5%
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Regional & Super-Regional Banks

M&T Bank, KeyBank, Valley National, Columbia Banking, Signature successor banks, and regional players offer more relationship-driven lending with flexible underwriting. Excellent for $2M–$25M deals, value-add plays, and sponsors building track records. Often more comfortable with secondary financing.

Typical LTV: 65–75% · More flexible terms
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Community Banks & Credit Unions

Local and community banks often provide the most flexible multifamily lending for smaller deals ($500K–$5M). Credit unions offer competitive member rates. These lenders know local markets intimately and can move quickly. Ideal for 5–50 unit properties and emerging sponsors.

Typical LTV: 70–80% · Portfolio lending
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Specialty & Institutional Lenders

Debt funds (Arbor, Greystone, Ready Capital, MF1), life insurance companies, CMBS lenders, and private credit shops. Offer non-recourse options, higher leverage, and creative structures for transitional, value-add, and complex deals that banks won't touch.

Leverage to 80% · Bridge from SOFR+350

Financing Programs

Every Stage, Every Structure

From land acquisition to permanent takeout, we source bank financing for every phase of the multifamily lifecycle.

Fannie Mae DUS

The gold standard for stabilized multifamily permanent financing. Fixed and floating rate options with rate lock up to 12 months. Non-recourse with standard carve-outs.

  • $1M–$100M+
  • Up to 80% LTV
  • 5/7/10/12/15-year terms
  • 30-year amortization
  • Interest-only options available
  • Rates from ~5.5–6.5%

Freddie Mac Optigo

Competitive permanent programs including fixed-rate, floating-rate, and small balance ($1M–$7.5M). Green Advantage program offers rate reduction for energy-efficient properties.

  • $1M–$100M+
  • Up to 80% LTV
  • 5–10 year terms
  • Green Advantage pricing
  • Targeted Affordable Housing
  • Rates from ~5.5–6.5%

Bank Portfolio Loans

Balance sheet loans from national, regional, and community banks. More flexible underwriting, relationship pricing, and ability to accommodate unique property or sponsor situations.

  • $500K–$50M+
  • 65–75% LTV typical
  • 5–10 year terms, 25–30yr amort
  • Recourse (some non-recourse)
  • Flexible prepayment
  • Rates vary by relationship

Bank Bridge Loans

Short-term financing from banks for lease-up, repositioning, or refinancing maturing debt. Lower cost than debt fund alternatives but typically requires recourse and stronger sponsorship.

  • $2M–$50M+
  • 65–75% LTV
  • 12–36 month terms
  • 1–2 extension options
  • Interest-only
  • SOFR + 200–400 bps

Debt Fund Bridge

Non-recourse bridge from Arbor, MF1, Ready Capital, and others. Higher leverage and less restrictive terms than bank bridge. Ideal for value-add, construction completion, and stabilization.

  • $3M–$100M+
  • Up to 75–80% LTV
  • 24–36 months + extensions
  • Non-recourse available
  • Interest-only
  • SOFR + 350–550 bps

Agency Bridge (Fannie/Freddie)

Structured bridge programs with built-in permanent takeout. Best for properties in stabilization with a clear path to agency permanent financing. Competitive pricing with agency execution certainty.

  • $5M–$100M+
  • Up to 80% LTV on stabilized value
  • 36 months typical
  • Seamless perm conversion
  • Non-recourse
  • Competitive spreads

HUD/FHA 221(d)(4)

The most powerful construction-to-permanent loan in America. Non-recourse, 85% LTC for market rate (87% affordable), with an 18-month construction period rolling into a 40-year fixed permanent loan.

  • $7M–$100M+
  • 85–87% LTC, non-recourse
  • Construction + 40-year perm
  • Fixed rate throughout
  • Best leverage in market
  • 9–12 month processing

Bank Construction Loans

National and regional banks provide construction financing typically at 65–75% LTC. Requires recourse and strong sponsorship. Competitive rates but lower leverage than HUD. Fastest execution.

  • $2M–$100M+
  • 65–75% LTC
  • 18–30 month terms
  • Recourse typically required
  • Interest reserve funded
  • Prime or SOFR-based

Credit Union Construction

Portfolio construction lending from credit unions for member borrowers. Competitive rates, local market expertise, and willingness to work with emerging developers on smaller projects.

  • $500K–$15M
  • 70–80% LTC
  • 12–24 month terms
  • Member rates
  • Flexible underwriting
  • Local market focus

Predevelopment Loans

Financing for site acquisition, entitlements, architectural/engineering, environmental studies, and soft costs before construction begins. Typically from community banks or CDFIs with relationship lending.

  • $250K–$5M
  • Based on sponsor's balance sheet
  • 6–24 month terms
  • Full recourse
  • Interest reserve common
  • Rolls into construction loan

Land Acquisition Financing

Bank or private financing for raw land or entitled sites. Leverage depends on entitlement status — raw land gets 50–60% LTV, fully entitled sites can achieve 65–75%. Key to locking in development sites early.

  • 50–75% LTV by entitlement status
  • 12–36 month terms
  • Recourse required
  • Higher rates than permanent
  • Requires clear development plan
  • Environmental Phase I required

Lines of Credit / Entity-Level

Corporate lines of credit or subscription facilities for developers with multiple projects. Used to fund soft costs, deposits, and predevelopment across a portfolio. Typically from relationship banks.

  • $1M–$25M+
  • Based on entity financials
  • Revolving, 12–24 months
  • Personal guarantee typical
  • Draws as needed
  • Prime-based pricing

Acquisition + Rehab Bridge

Combined financing for purchase and renovation of existing multifamily. Lenders fund acquisition at closing and release rehab draws as work progresses. Most common value-add structure.

  • $1M–$50M+
  • 70–80% of total cost
  • 24–36 month terms
  • Renovation holdback structure
  • Interest-only during rehab
  • Perm takeout at stabilization

HUD 221(d)(4) Substantial Rehab

HUD's substantial rehabilitation program for projects requiring $15K+ per unit in hard costs. Same powerful terms as new construction — non-recourse, 85–87% LTC, 40-year permanent loan.

  • $7M+ minimum
  • 85–87% LTC, non-recourse
  • Construction + 40-year perm
  • $15K+/unit rehab minimum
  • Fixed rate
  • Best for large-scale rehab

Fannie Mae Moderate Rehab

Agency financing for moderate renovation ($6,500–$40,000 per unit) with a structured rehab escrow. Permanent loan funds at closing with rehab proceeds held in escrow and released as work completes.

  • $1M–$50M+
  • Up to 80% LTV
  • Rehab escrow at closing
  • Non-recourse
  • 12-month completion window
  • Agency rates

Mezzanine Debt

Junior debt secured by a pledge of partnership or membership interests. Fills the gap between senior debt (65–75% LTV) and total required capital (80–90%). Typically priced at 10–15%, interest-only, with 2–5 year terms.

  • Fills to 80–90% of capital stack
  • 10–15% interest rates
  • Secured by ownership interests
  • Intercreditor agreement required
  • Interest-only common
  • Subordinate to senior debt

Preferred Equity

Equity-like investment with a preferred return, positioned between senior debt and common equity. No lien on the property — instead the preferred equity holder receives a priority return and potential profit participation.

  • Fills to 85–90% of capital stack
  • 12–18% preferred returns typical
  • No lien on property
  • Priority over common equity
  • May include profit participation
  • Flexible structuring

Subordinate / Gap Financing

Second mortgage, CDFI loans, state/local housing program funds, seller carryback, or EB-5 capital. Used to bridge the gap when senior debt and equity don't cover total project costs. Critical for affordable housing and complex deals.

  • CDFI/nonprofit lenders
  • State housing finance agency programs
  • Seller financing / carryback
  • EB-5 immigrant investor capital
  • Tax-exempt bond proceeds
  • TIF and other public sources

Advanced Strategies

Creative & Complex Financing Structures

When standard programs don't fit, we structure custom capital solutions using multiple sources, layered incentives, and advanced techniques.

01

Bridge-to-Permanent Execution

Start with a bank or debt fund bridge at 70–80% LTC to fund acquisition/construction, then convert to Fannie/Freddie or HUD permanent financing once stabilized. Seamless transition minimizes rate and execution risk.

02

Construction-to-Perm (C2P)

Single-close loans that combine construction financing with a permanent takeout — eliminating refinance risk, rate uncertainty, and double closing costs. Available through HUD 221(d)(4), select banks, and agency programs.

03

Bifurcated Debt Stack

Split senior financing between two lenders — for example, a bank first mortgage at 65% plus mezzanine at 15% — achieving 80% leverage while keeping each lender within their risk parameters. Requires intercreditor agreement.

04

LIHTC + Bank Construction

Layer Low-Income Housing Tax Credit equity with bank construction financing for affordable housing deals. Tax credit investor equity covers 40–60% of development costs while the bank provides the construction and permanent debt.

05

Cross-Collateralized Portfolio Loans

Use equity in existing stabilized properties to secure financing on new acquisitions. Blanket loans across multiple properties allow higher effective leverage without additional cash equity on the new deal.

06

Rate Lock + Forward Commitment

Lock permanent loan rates 6–12 months in advance of closing — during construction or stabilization — to hedge against rate increases. Available through Fannie Mae, Freddie Mac, and select life companies.

07

Historic Tax Credit + Bank Debt

Combine the 20% federal Historic Tax Credit with bank construction and permanent financing for adaptive reuse conversions. HTC equity reduces the debt requirement and improves returns for office, church, and school conversions to multifamily.

08

Opportunity Zone + Bank Capital

Structure OZ-eligible investments with bank construction or bridge financing. Capital gains deferral layered with competitive bank terms creates powerful economics. Requires QOF entity formation and IRS compliance.

09

A/B Note Structures

Single lender originates the full loan but bifurcates it into an A-note (lower risk, lower rate) and B-note (higher risk, higher rate). Allows higher total leverage from a single lending relationship with differentiated risk pricing.

Bank-to-Bank Note Sales

Sell or Acquire Multifamily Loan Notes

We facilitate the sale of performing, sub-performing, and non-performing multifamily loan notes between banks, credit unions, and institutional buyers.

For Selling Banks

Offload Multifamily Notes

Whether you're managing CRE concentration limits, exiting a market, or clearing non-performing assets from your balance sheet, we connect you with qualified institutional buyers ready to acquire multifamily loan positions.

  • Performing notes — Sell seasoned, cash-flowing multifamily loans to banks seeking yield and CRA credit
  • Sub-performing notes — Dispose of loans with payment irregularities before they deteriorate further
  • Non-performing notes — Move distressed multifamily debt off your books to specialized workout buyers
  • Loan pool sales — Bundle multiple multifamily notes into a single portfolio sale for efficiency
  • Participation interests — Sell partial participation stakes to reduce concentration while retaining the borrower relationship

Why banks sell: Regulatory concentration limits, capital ratio management, market exits, FDIC requirements, balance sheet optimization, liquidity needs, risk mitigation, and portfolio rebalancing.

For Acquiring Banks

Acquire Multifamily Notes

Expand your multifamily portfolio by acquiring seasoned loan notes from other institutions. We source performing and distressed multifamily notes from banks, credit unions, and FDIC receiverships nationwide.

  • Performing acquisitions — Buy cash-flowing notes at a discount to par for immediate yield and CRA credit
  • Distressed note purchases — Acquire NPLs at deep discounts with workout or REO upside potential
  • FDIC note sales — Participate in structured and direct FDIC portfolio sales from failed bank receiverships
  • Geographic expansion — Enter new markets by acquiring existing loan relationships rather than originating cold
  • Participation interests — Buy partial stakes in large multifamily loans to diversify without full commitment

Why banks buy: CRA-qualifying assets, yield enhancement, geographic diversification, relationship acquisition, portfolio growth targets, and deploying excess liquidity into proven multifamily collateral.

How Our Note Sale Process Works

1

Intake

Seller provides loan tape with note details — UPB, rate, maturity, collateral, payment history, borrower info

2

Valuation

We analyze collateral value, cash flow, borrower strength, and market conditions to establish pricing guidance

3

Buyer Matching

Confidential marketing to qualified bank and institutional buyers with appetite for the specific note profile

4

Due Diligence

Buyer reviews loan files, collateral docs, title, environmental, and borrower financials in a virtual data room

5

Close & Transfer

Execute assignment, allonge, and servicing transfer. Coordinate borrower notification and payment redirection

Submit a Note for Sale or Inquire About Acquisitions

Confidential. All inquiries handled under NDA upon request.

How It Works

Our Bank Matching Process

We don't just find you a bank — we find you the right bank for your specific deal, market, and capital needs.

1

Deal Intake

Submit your deal details — property type, size, location, capital needed, and timeline.

2

Program Analysis

We model the optimal financing structure and identify which bank programs fit your deal.

3

Lender Outreach

Targeted outreach to our network of 50+ banks and institutional lenders — not a spray-and-pray approach.

4

Term Sheet Review

Compare term sheets side-by-side. We negotiate rate, structure, prepay, and covenants on your behalf.

5

Close & Fund

Coordinate the closing process with your bank, counsel, and team to ensure a smooth, on-time close.

Multifamily Market Intel

Bank program updates, rate alerts, creative financing structures, and deal spotlights.

Find Your Lender

Tell Us About Your Deal

We'll match you with the right bank or institutional lender from our network. Every deal is different — tell us the details and we'll identify the most competitive options.

Banks & Lenders In Our Network

JPMorgan Chase
Wells Fargo Multifamily
Bank of America
U.S. Bank
M&T Bank
KeyBank Real Estate
Valley National Bank
Columbia Banking
New York Community Bank
Customers Bank
Arbor Realty Trust
Greystone
Ready Capital
Walker & Dunlop
Berkadia
NewPoint Real Estate
CBRE Capital Markets
JLL Capital Markets
Ladder Capital
MF1 Capital
Community Banks (Local)
Credit Unions (Regional)
Life Insurance Companies
CDFI / Nonprofit Lenders

Get Matched With a Lender

Confidential. We respond within one business day with lender options.