The New Role of Family Offices in Finance


With 700+ real estate professionals coming and you can’t miss RealShare ORANGE COUNTY on August 18 in Irvine.

Barbara Morrison explains that up until a year ago, you could be too rich for an SBA loan, but that is no longer true—size standard is all about the net worth of the company, not the borrower.


LOS ANGELES—As competition among lenders continues to heat up, family offices are now participating in a variety of financing scenarios for potential borrowers, said speakers at RealShare National Investment & Financehere last week. During the panel session “Winning Deals: What’s New in the Capital Stack,” panelists said there’s no dearth of opportunities for financing real estate transactions in the market.

Alexa Mizrahi, loan originator for Lone Oak Fund, said “A lot of borrowers are much better capitalized than in the past, but they can’t close with the bank fast enough, so they’re coming to us.” While not a common scenario, the firm has been known to close a loan in as little as six hours and is known for its speedy turnaround. Mizrahi adds that her firm is seeing “better borrowers” now than in the past because of the services it provides over traditional lenders…

The New Role of Family Offices in Finance

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