Fox Equity Partners evaluates financing opportunities across eight core property categories, with underwriting and capital strategies tailored to each asset’s operating model.
Select an asset class to review underwriting considerations, common transaction structures and relevant financing solutions.
Apartment communities, workforce housing, student housing and build-to-rent assets.
↗Hotels & HospitalityFull-service, select-service, extended-stay and independent hospitality properties.
↗IndustrialWarehouse, distribution, manufacturing, cold-storage and last-mile facilities.
↗RetailNeighborhood centers, grocery-anchored assets, single-tenant properties and experiential retail.
↗OfficeCentral business district, suburban, medical and specialized office properties.
↗Mixed-UseIntegrated properties combining residential, retail, office, hospitality or other commercial uses.
↗Self-StorageClimate-controlled, drive-up and specialized storage facilities and portfolios.
↗Commercial LandInfill, entitled, transitional and development land for commercial real estate projects.
↗Tenant, resident or customer demand must support the property’s current cash flow and forward operating case. Lease terms, occupancy, collections, seasonality and competitive supply are evaluated in the context of the specific asset class.
Condition, functional utility, location, access, deferred maintenance and planned capital work affect lender confidence and required reserves. Specialized properties may also require experienced third-party management or technical diligence.
The financing should acknowledge the likely source of repayment, whether stabilization, sale, permanent refinancing, construction completion or another capital event. Exit assumptions are tested against realistic value and market-liquidity scenarios.
For property-specific commercial real estate financing, the initial package should identify the borrower and ownership structure, property location, loan purpose, requested proceeds, sources and uses, existing obligations and target closing date. Historical operating statements, current occupancy information, material leases, capital budgets and relevant purchase or development documents allow reviewers to understand the request in context. If information is preliminary, the package should distinguish confirmed facts from assumptions that remain subject to diligence.
A credible business plan explains how value is protected or created during the proposed loan term. That may involve completing construction, renovating units, funding tenant improvements, resolving deferred maintenance, increasing occupancy, extending leases, improving operations or preparing the property for sale or permanent financing. Assumptions should be supported by market evidence and include enough contingency for changes in cost, timing, interest rates or leasing velocity.