Home / Process
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