Preferred Equity Investment Process | CRE Equity

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Capital. Relationships. Results.

A Disciplined Preferred Equity Process

A disciplined preferred equity process from evaluation and structure through investment, monitoring, and exit.

Process

From evaluation to exit.

CRE Equity follows a disciplined process to evaluate sponsors, structure preferred equity, monitor performance, and align around an exit.

01

Evaluate

Review sponsor, market, collateral, financials, capital stack, and exit strategy.

02

Structure

Tailor preferred return, term, protections, reporting, and upside participation.

03

Invest & Monitor

Coordinate capital, track milestones, maintain communication, and prepare for exit.

Underwriting

What we look for.

Every transaction is reviewed through a disciplined lens rather than optimism alone.

  • Strong sponsor alignment and meaningful equity
  • Clear business plan with realistic assumptions
  • Appropriate basis, collateral, and risk/return profile
  • Defined exit strategy and downside protection