A Niche Lender
Based in Lisle Illinois Rothschild Capital Solutions is
a premier Midwest niche lender. Rothschild a privately held investment banking firm that finances commercial real estate, Oil & Gas and other commercial real estate related opportunities.
Our niche market type: fitness & pro-grade performance facilities-cultivation & farms, new residential subdivisions, high rise development project for sale, special use real estate acquisitions, development, re-capitalization, buyouts and later stage expansions.
Our primary focus is on delivering superior adjusted returns on commercial real estate projects be it new development, later stage, financial pivot and or expansion. We believe this is achieved through a creative multi-faceted approach with a custom financial build to suit product.
Rothschild asset class: land , major mixed-use, industrial, hospitality and multi-family > 200 units, new residential subdivision and high rise condo developments.
Special use real estate: truck-stops, super gas stations, cultivation/grow industrial, performance & specialized training facilities.
We provides sponsors with a broad range of debt and equity capital as well as unmatched knowledge of the market and industry in order to achieve the most efficient results. With private discretional capital we have taken Preferred Equity, Senior Secured Debt and the basic Bridge loan and built a financial product tailored to fit.
" Innovation is the Enemy of Profitability”
We are composed of five separate entities under an umbrella limited partnership known as the ULP.
Rothschild Capital Solutions ULP
Rothschild Capital Solutions of Atlanta LP
Rothschild Capital Group LLC
Rothschild Capital Holdings Inc
Rothschild Energy Oil & Gas LLC
Fast transparent decision process
Preferred equity & debt discretionary capital
leverage ratio case by case
Terms up to 36 months other terms case by case
Reserves & capital improvements
Other capital use subject to borrower needs
Acquisition & AD combination case by case
RE Preferred Equity Our Signature Product:
Rothschild brings a unique blend of product combination with a soft money calculation based on water-fall and or sale. Our very own RE Preferred Equity Hybrid. We have an on-demand developmental approach that has created two cutting-edge product for commercial real estate middle market entrepreneurs seeking private equity and/or real estate preferred equity.
Loan Amounts: $10 up to $75 million
Profile & Project early stage review:
· Desktop market area assessment and demo
· Borrowing entity profile
· Project investment vs. Project Return
Early-Stage Assessment Items:
· Executive summary
· Proforma: ability to service and exit
· Use of funds
· Standard pro-letter (one page)
· Summary of terms
· Official engagement letter
· Term sheet/commitment draft for review
Since the mid 90"s, Gary Williams, Alan Shelton and Garcia Spaulding has originated, managed and closed more than $25 billion in financial transactions in the Midwest Southwest and Southeast. This including RE preferred equity, senior secured debt and a number built to suit bridge loans.
The complexities of real estate finance markets present constant challenges for even the most sophisticated real estate investors. Sourcing capital that offers the right fit and structure in today's environment can be a time-consuming and frustrating task. Rothschild turns confusion into clarity through customized lending facilities and several specialty products delivered through a build-to-suit approach.
Rothschild Capital Solutions, ULP
Elim Christian School 5k Eagle Run 2018 & JP Corporate Challenge 2018
Rothchild Capital Group of Illinois (funding platform LLC/SPE)
Key Area of interests: technology AMGV
"Alan Shelton Leverage Lending Solutions"
Many investors are drawn to commercial real estate due to the widespread and secure use of leverage. Commercial real estate lending is typically considered stable due to the real estate market’s low relative volatility. Commercial real estate debt is collateralized by tangible assets and provides investors with the opportunity to receive risk-adjusted returns and obtain exposure to leverage within a broader investment portfolio. Consequently, the real estate debt market is well-established and highly competitive.
While often accretive to returns, debt also has the potential to compound losses. Under normal market conditions, the cost of debt (interest rate) is lower than the rate of return produced by a commercial property asset. Accordingly, investors seek to arbitrage this spread in order to boost investment returns. However, when this spread reduces through either increased interest rates or reduced rental return, the investment’s margin of safety to meet repayment obligations narrows. As higher rates of leverage are used, the potential for outsized gains or losses is increased.
When making investment decisions relating to leverage, an investor must consider whether the additional return generated is sufficient compensation for accepting the related risk. Achieving that balance involves the consideration of the impact on return on equity and the engaged debt level. In the hypothetical case, the investor would receive an additional yield of 68 basis points for accepting the additional risk associated with a leverage increase from 45% to 60% LTV.
Commercial Real Estate Analyst Report
Level one due diligence:
a). cash flow modeling review-third party
b). demographic and or economic analysis review-third party
c). investment loan grade review and equity decision-in house
a). real estate and or project inspection-third party
b). collateral evaluation-third party
c). desktop review with field study case by case-third party
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