TriState Capital Bank Resources
SBLOC Case Study: Lending Solutions for Real Estate Portfolios
Strategic Lending Solutions for Evolving Real Estate Portfolio An experienced commercial real estate investor had successfully financed numerous property acquisitions and renovations using securities-based lines of credit (SBLOCs). Their diverse portfolio comprising retail centers, office buildings, and industrial warehouses had […]
1 CE Credit: The Benefits of Securities-Based Lending To You And Your Clients
1 CE Credit: The Benefits of Securities-Based Lending To You And Your Clients
SBLOC Case Study: Renovate to Elevate
A family shared with their advisor their desire to upgrade their primary residence and also begin renovations on a second home. While exploring home equity financing, they realized that given their current levels of home equity, the timeline for these projects was still years away. They started considering the option of liquidating some of their investments to finance the projects.
CASE STUDY | DEBT REFINANCING
Over the last two years, rising interest rates have created financial concerns for high-net-worth clients— and a need for resolution. One such individual came to us regarding a large floating real estate debt. This client had used a securities based […]
CASE STUDY | DEBT CONSOLIDATION
A financial advisor contacted us regarding a client who needed a debt solution—and quickly. When interest rates were low, this individual took out a variable rate line of credit at a regional bank. He used the funds to pay a […]
A Smarter Way for Private Equity Investors to Fund Capital Calls
For investors in alternative investments such as hedge, private equity or real estate funds, capital commitments require an ongoing liquidity strategy to fund investments on someone else’s schedule. Even those with the most significant balance sheets want to avoid harvesting […]
Post-Pandemic Financing Strategies Are Changing the Game: A global health crisis and lending facility preferences in the marketplace
Almost no aspect of the financial industry was left unaffected by COVID-19. The resulting hardships being faced by financial institutions, corporations, and middle market businesses alike have driven the financial industry to innovate and design new ways to strategize not […]
Responding Quickly with Financing for a Fast-Growing Company
The Situation: When a B2C health and wellness company based in New York City began to see massive growth acceleration over the course of 2020, they realized they needed to find a financing solution that could help them continue their rapid expansion.