Why Carlton is the Best Loan Sale Advisor to Maximize Your Recovery
Long Term Experience and Results
- Carlton has been continuously in the loan sale business since 1991.
- More than $80 Billion of asset sales, recapitalizations, and refinancings have been completed by Carlton.
- Our management team has over 300 years of combined valuation, underwriting, structuring, trading, and investment experience.
Loan Sale Platform
- We maintain a database of over 100,000 domestic and international investors.
- We possess a matching technology which pairs investors with preferred asset classes.
- We provide financing and can partner local investors with institutional capital sources.
- We are experts in commercial and residential loan trading and have evolved marketing and trading strategies that have been perfected over the last 20 years.
- We possess a highly-sophisticated structured finance and investment banking practice that has substantial experience in drafting and reviewing loan and securitization documentation.
- High level of expertise monetizing whole loans that fall out of CMBS, REMIC, CDO and ABS trusts
- Immediate access to qualified bidders.
- We create a competitive and transparent atmosphere.
Structured Finance/Securitization and Valuation Expertise
- Carlton's team of senior investment bankers have significant experience in analyzing all aspects of commercial and residential loan documents and inter-creditor arrangements. The quality of the loan
documentation is a big factor in an investor's decision on how much to pay for a loan. Our ability to dig through and advise our clients on difficult legal and transactional structures allows our clients to
evaluate and maximize the best potential pricing for a loan asset.
- Carlton has advised many regional banks, pension funds, and other portfolio lenders in structuring and valuing highly-complex financing arrangements that are held on institution's balance sheets.
- Ability to leverage the investment-banking relationships of Carlton Advisory Services, Inc. to arrange financing on your note sales.
- All of this results in improved pricing as buyers are able to use leverage to achieve their minimum returns.
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Past Transactions
| UPB |
Primary Collateral Type |
Collateral Locations |
Comments |
| $55,000,000 |
Four star golf resort and spa |
Savanah, GA |
Sold near par |
| $353,000,000 |
Hospitality Portfolio |
Nationwide |
Participation Interest in $7.2 B capital stack. This transaction underscores Carlton’s ability to navigate complicated securitization structures and documentation in order to facilitate transactions. |
| $32,000,000 |
Luxury Boutique Hotel |
Seattle, WA |
First mortgage sale secured by Class A property |
| $24,600,000 |
Luxury Boutique Hotel |
Portland, OR |
First mortgage sale secured by Class A property |
| $35,000,000 |
Hotel Property |
Chicago, IL |
Sold performing B-Note secured by high-end boutique hotel |
| $16,000,000 |
Hotel Property |
Northeastern U.S. |
Sold first mortgage secured by 465 key full service hotel |
| $40,000,000 |
Hospitality Portfolio |
11 Southern States |
Sold mezzanine note secured by hotel portfolio |
| $100,000,000 |
Hospitality Portfolio |
Nationwide |
Arranged non-recourse, matched term financing for the acquisition of six first mortgage, B-note and Mezz loans |
| $307,000,000 |
Commercial Real Estate |
Nationwide |
Loan sale for one of the largest commercial servicers in the US |
| $100,000,000 |
Commercial Real Estate |
Texas |
Sale of performing and non-performing loans and REO |
| $310,000,000 |
Commercial Real Estate |
Nationwide |
600 small balance commercial loans sold for a top 15 bank |
| $1,100,000,000 |
CRE: Hotel, MF, Office & Retail |
Nationwide |
Strong pricing despite deteriorating market |
| $700,000,000 |
Hospitality Portfolio |
Numerous States |
High level of recovery achieved despite unfavorable market conditions |
| $300,000,000 |
Hospitality Portfolio |
U.S. and Canada |
Sold various mezzanine positions in the ESH hospitality portfolio |
| $265,000,000 |
Nonperforming CRE and Land Loans |
CA, NV, FL, MS, LA |
4th sale from seller |
| $225,000,000 |
Mezzanine Positions in a $7.4B Loan |
44 States and Canada |
Secured by the equity position in a 76,000-key hotel portfolio |
| $200,000,000 |
Performing Residential 1-4 Family |
California |
High level of recovery achieved |
| $170,000,000 |
Nonperforming CRE and Land Loans |
California and Nevada |
Most assets sold for over 70% of UPB |
| $150,000,000 |
Industrial Whole Loan & B-Note Portfolio |
Southeastern, US |
Financing for the acquisition of a large industrial loan portfolio |
| $150,000,000 |
Industrial Whole Loan and B-Note Portfolio |
Nationwide |
Sold to a large public REIT |
| $147,000,000 |
Performing and Sub-Performing HE Term Loans |
Nationwide |
Sold 100% of the portfolio |
| $136,000,000 |
Performing Residential Jumbo |
NJ & Northeast US |
All loans sold at strong pricing |
| $118,000,000 |
Auto: Deficiencies and Nonperforming |
Nationwide |
All sold despite weak documentation |
| $100,000,000 |
Luxury Manhattan Condominium |
New York, NY |
B-Note secured by a luxury condominium in Manhattan |
| $91,000,000 |
Nonperforming CRE and Land Loans |
California |
Most assets traded despite 35-day timeline |
| $88,000,000 |
Nonperforming CRE and Land Loans |
Southeast US |
2nd Sale w/ client; Over 60% of the assets traded |
| $75,000,000 |
Office Portfolio |
Southern California |
Sold mezzanine position in $1.5 B performing Cabi loan |
| $75,000,000 |
Mezzanine Position in $1.51B Secured Loan |
Southern California |
Secured by 33 cross collateralized/cross defaulted Class A/B properties in southern CA |
| $67,000,000 |
CRE and Land Loans + REO Portfolio |
Southeast US |
Almost 70% of assets sold |
| $58,000,000 |
Bank Branch / Retail REO Portfolio |
Numerous States |
Assets traded in numerous states |
| $49,000,000 |
Performing "Hard Money" CRE Loans |
East Coast US |
Strong pricing from other Hard Money lenders and niche buyers |
| $40,000,000 |
Office Portfolio |
NYC Metro Area |
Sold performing B-Note secured by suburban office portfolio |
| $40,000,000 |
Jr. Participation in $200 M Sr. Loan |
New York City |
Secured by 13 high-quality office properties in suburban business district outside NYC (1.4 million sq ft) |
| $40,000,000 |
B-Note Secured in $125M 1st Mortgage |
Chicago, IL |
Secured by a Class A, 297-key, luxury, boutique hotel in Chicago, IL |
| $32,000,000 |
Hotel Property |
Seattle, WA |
Sold performing first mortgage |
| $24,600,000 |
Hotel Property |
Portland, OR |
Sold performing first mortgage and arranged financing for buyer |
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