Capital Markets Services

Government agencies and corporate clients with real estate, direct loan, and loan guarantee programs depend on the capital markets to successfully execute their projects and programs. Emax professionals have significant capital markets expertise as well as a demonstrated track record in transaction advisory and financial support services. We commit our wide breadth of knowledge in real estate and capital markets to advising clients on loan sales, financial structuring, loan guarantee programs, primary markets, secondary markets, and the development of new financial products. Our support keeps clients abreast of changes and trends in the financial markets; we create sophisticated analytical models for valuation and risk detection and make recommendations that mitigate risk and optimize capital costs. The financial markets and regulatory environments are constantly evolving and must be closely monitored to determine the impact of proposed policy and regulatory changes. Emax professionals use a variety of communication tools to ensure our clients are armed with the most current information in order to anticipate potential challenges and take advantage of market opportunities

Loan Sales

  • Provide advisory services for commercial, multifamily, healthcare, single family, and business loan sales

  • Perform sophisticated modeling and analysis of loans to determine key portfolio characteristics

  • Recommend disposition strategies to maximize returns

  • Analyze assets and market conditions to determine the optimal loan sale structure and timeline

  • Supervise preparation of contractual documentation including confidentiality agreements, bidder qualification statements, and other loan sale agreements

  • Assist with closing and the transfer of assets

Investor and Capital Markets Outreach

  • Conduct market research by gathering feedback from primary and secondary market participants

  • Develop and execute communication strategies for outreach to sponsor and investors

  • Analyze trends and forecasts to account for potential changes to the competitive landscape

  • Prepare reports that synthesize market, regulatory, and policy information related to collateral and securities

  • Assist with real estate mortgage investment conduit (REMIC) transaction management processes

  • Review offering circulars for correctness and conformity

Financial Support Services

  • Provide financial advisory services for government agencies and private sector financial institutions

  • Analyze the impact of proposed products and policies to ensure operational feasibility, market acceptance, regulatory compliance and incorporation of best practices

  • Support organizations during rating agency site visits

  • Assist with preparation and responses to post-site visit request for information and/or rigorous task analysis

  • Facilitate project progress by tapping into a strong knowledge of government funding cycles, budget requirements, and advanced modeling techniques

Real Estate Development and Financing

  • Perform thorough analyses to determine valuation for negotiation purposes, sales or leasing

  • Create sophisticated cash flow models

  • Review third party reports such as appraisals and engineering reports

  • Assist clients in raising equity and debt in the acquisition of real estate backed debt and the underlying real estate

  • Analyze transactions to determine if they are financially viable and can qualify for competitive financing from a lender or the bond markets