Professional Experience
Associated Office
Sam’s team focuses on multifamily asset classes, but they have also transacted on manufactured home parks, hotel and light industrial assets. With four partners in the (growing) team, they focus on putting their client’s best interests first. As an advisor to the client’s needs and as navigator through complicated and volatile debt markets, Sam has earned many clients’ trust and a lifetime of partnership. He looks to earn each client’s business by excelling in industry expertise, providing undivided attention to their needs, and being a dependable advisor they always can call.
Sam lives with his family in Southern California but has clients on both sides of the Mississippi River.
Team Overview
Small Balance Loan Experts. Nationwide Reach, Local Knowledge.
Unmatched Expertise in Small Balance Loan Origination
We are leaders in the Small Balance Loan origination space, actively providing financing solutions across all 50 states. We leverage our deep experience in structuring loans for various asset classes, including acquisitions, construction, repositioning and value-add deals with a variety of financing options.
Streamlined Efficiency, Exceptional Service
We take pride in handling the entire loan origination and closing process—from initial screening to servicing the loan—with a focus on efficiency and transparency. This ensures a smooth experience for all our clients, including property owners, investment sales agents and mortgage brokers. Our consistent client focus has earned us recognition as a top-producing team.
Nationwide Reach with Local Expertise
While our team is located in California, we have a proven track record of closing deals across the U.S. We possess a strong understanding of key markets like Sacramento, San Francisco, Los Angeles, Inland Empire and San Diego. However, our reach extends well beyond—over the past two years alone, we've successfully closed deals across 16 states, spanning as far east as Massachusetts, with total loan volume exceeding $200 million. This national reach is further amplified by the CBRE platform, which provides us with valuable local contacts and market intelligence, ensuring best-in-class service regardless of location.
400 S Hope Street
25th Floor
Los Angeles
,
CA
90071
4301 La Jolla Village Drive
Suite 3000
San Diego
,
CA
92122
500 Capitol Mall
24th Floor
Sacramento
,
CA
95814
It Would Be Great to Hear From You!
Are you curious where current rates and loan amounts sit on your deal? With a rent roll and an income and expense statement, we can have quotes to you in 24 hours.
Significant Transactions
- 7-Year Fixed Rate
- 5-5-4-4-3-2-1 Prepay
- 7-Year Fixed Rate
- Cash-Out Refinance
- 55% Loan-to-Value
- 7-Year Fixed Rate
- Cash-Out Refinance
- 1 Year Interest Only
- New Construction Refinance
- 7-Year Fixed Rate
- 2 Years Interest Only
- 5-Year Fixed Rate
- 1 Year Interest Only
- 3-1-0-0-0 Prepay
- 77% Loan-to-Value
- 5-Year Fixed Rate
- 1 Year Interest Only
- 64% Loan-to-Value
- $1M+ Cash-Out Refinance
- 70% Loan-to-Value
- 10-Year Fixed Rate
- 24-Month Term
- 74% Loan-to-Cost
- 100% of CapEx Funded
- Cash-Out Refinance
- 7-Year Fixed Rate
- 4 Years Interest Only
- 68% Loan-to-Value
- $3.1M Cash-Out Refinance
- 99% Loan-to-Cost
- 5-Year Fixed
- 3-1-0-0-0 Prepay
- 5-Year Fixed Rate
- 2 Years Interest Only
- 5-4-3-2-1 Prepay
- 7-Year Fixed Rate
- 3 Years Interest Only
- 65% Loan-to-Value
- Cash-Out Refinance
- 5-Year Fixed Rate
- 1 Year Interest Only
- 64% Loan-to-Value
