Treitman Financial LLC

Strategic Capital Solutions for Entrepreneurial Real Estate Investors

Direct Lending, Capital Placement, and Development Advisory

Submit a Deal
Executive Summary
PDF
Proforma
XLSX
T-12 Financials
XLSX
Site Photos
JPG
Sponsor Bio
DOCX
T
Executive Summary

An Executive Summary concisely presents your project, financing request, borrower qualifications, collateral, repayment strategy, and investment opportunity, providing our team with a clear overview for evaluation.

Capital Structure
  • Equity
  • Mezzanine
  • Senior Debt
Key Considerations
  • Stabilization profile consistent with senior coverage
  • Sponsor track record verified against prior transactions
  • Debt service within institutional tolerances
  • Rent growth assumptions require independent corroboration
Source Coverage
100% Reviewed
  • Executive Summary
  • Proforma
  • T-12 Financials
  • Site Photos
  • Sponsor Bio
Source-backed capital intelligence.

Why Treitman

Strategic Capital Solutions

Tailored financing solutions that align with your vision and drive measurable results.

Development Advisory

Hands-on guidance across acquisitions, entitlements, planning, and execution.

Institutional Insight

Market intelligence and risk management that support smarter decision-making.

Entrepreneurial Approach

Agile, client-focused partnership built on trust, creativity, and execution.

Institutional Intelligence Bridge

The Capital Strategy Behind Institutional Real Estate.

Treitman advises entrepreneurial sponsors on senior debt, bridge, structured capital, and joint-venture equity — from acquisition through eventual disposition. We frame each financing the way a credit committee will read it: sponsorship, basis, coverage, exit. Forty years of relationships across balance-sheet lenders, life companies, agency desks, and debt funds inform every placement.

Asset Classes

  • Multifamily
  • Industrial
  • Hospitality
  • Office
  • Mixed-Use

Capital Structure

  • Senior Debt
  • Bridge
  • Construction
  • Mezzanine
  • JV Equity

Deal Stages

  • Acquisition
  • Development
  • Refinance
  • Recap
  • Disposition

Forty years across the cycle. National capital relationships. Institutional-grade execution.

The First Question Is Not Who Will Finance It.It’s Whether The Opportunity Is Ready.

Treitman organizes the available information, identifies material considerations, and develops a structured assessment designed to support capital formation and lender engagement.

Every conclusion is traceable to the source.
  1. 01

    A full read — not a summary

    Your offering memorandum, rent roll, T-12 financials, and sponsor materials are reviewed in full — read the way a credit committee will, not the way a one-page teaser presents them.

  2. 02

    The findings that matter

    You receive a preliminary assessment: the deal's real strengths, the gaps that need filling, and the questions a lender will ask — surfaced before you are sitting across from one.

  3. 03

    A clear path to capital

    Capital considerations and recommended next steps — how the opportunity is best positioned, and what it takes to move it toward the right financing.

Tell us about you and your project.

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