Danny Roberts
Director, Underwriting & Transaction Management
142 West 57th, 3rd Floor
New York, NY 10019
(844) 518-2343
DannyRoberts@bayview.com
bayview.com
Basic Terms:
Minimum Financing - $500,000
Term - Up to 30 years
Max Lien-to-Value - 20%
Eric Alini
Managing Partner
777 W Putnam Ave 3-2
Greenwich, VT 06830
(855) 431-4400
inquiry@counterpointesre.com
www.counterpointesre.com
Basic Terms:
Minimum Financing – $100,000
Term – Up to 30 years
Lien to Value – 15%-35%
Lain Gutierrez
Managing Director - CPACE
1345 Avenue of the Americas, Ste. 32A
New York, NY 10105
(212) 588-1420
l.gutierrez@benefitstreetpartners.com
Franklin BSP Green Capital (benefitstreetpartners.com)
Basic Terms:
Minimum Financing - $5,000,000
Maximum Term – Up to 30 years
Maximum CPACE Lien to Value – 25% to 35%
Aidan McLaughlin
Director, Originations
19 Old Kings Highway South, Suite 210
Darien, CT 06820
(503) 349-3456
aidan.mclaughlin@nuveen.com
https://www.nuveen.com/greencapital
Basic Terms:
Minimum Financing - $5,000,000
Maximum Term – 20+ years
Maximum CPACE Lien to Value – up to 35%
Richard Martinez
Senior Vice President
619 Bay St
Port Orchard, WA 98366
(206) 660-8043
rmartinez@kitsapbank.com
www.kitsapbank.com
Basic Terms:
Minimum Financing - $250,000
Maximum Term – Weighted average life of improvements - up to 30 years
Maximum CPACE Lien to Value – 30%
PACE Coordinator
14 Wall Street – 17th Floor
New York, NY 10005
(212) 400-7142
team@lordcappace.com
www.lordcappace.com
Basic Terms:
Minimum Financing – $100,000
Term – Up to 30 years
Max. Lien to Value – 35%
Robbie Pinkas
Director
18 East 48th Street, Suite 601
New York, NY 10017
(216) 407-8009
robbie@northbridgeops.com
www.northbridgeops.com
Basic Terms:
Minimum Financing - $3,000,000
Term - 25 years +
Max Lien-to-Value - 30%
Don Schulz
Managing Director, WA, OR, ID
Seattle, WA
555 E. Wells Street
Suite 1510
Milwaukee, WI 53202
(206) 618-5365
dshulz@pace-equity.com
www.pace-equity.com
Basic Terms:
Minimum Financing – $75,000
Term – Up to 30 years
Max. Lien to Value – 20%
Rafi Golberstein
President
800 LaSalle Ave
Suite 1650
Minneapolis, MN 55402
(612) 355-2672
rafi@paceloangroup.com
www.paceloangroup.com
Basic Terms:
Minimum Financing – $150,000
Term – Generally 20 years and not to exceed 30
Max Lien to Value – 35%
Closing Timing – 45-60 days
Rachel Davis
Senior Vice President
300 Colorado Street, Suite 2000
Austin, TX 78701
(832) 489-2788
rachel@petrospartners.com
www.petros-pace.com
Basic Terms
Minimum Amount – $500,000
Maximum Term – Weighted average life of improvements
Maximum CPACE Lien to Value – 20%-35%
Fran Doherty
3 E 3rd Avenue, Suite 200
San Mateo, CA 94401
(314) 300-4194
fran.doherty@twainfinancial.com
twainfinancial.com
Basic Terms:
Minimum Financing – $500,000
Term – Up to 30 years
Max Lien to Value – 25%
Jeffrey Habicht
Head of Underwriting
3 Embarcadero Center, Floor 5
San Francisco, CA 94111
(415) 644-4142
info@whiteoakpace.com
www.whiteoakpace.com
Basic Terms:
Minimum Financing – $500,000
Term – Up to 30 years
Max Lien to Value – 35%
Ryan More
Head of Commercial PACE
2100 S. McDowell
Petaluma, CA 94954
(312) 560-1005
ryan.moore@ygrene.com
www.ygrene.com
Basic Terms:
Minimum Financing - $500,000
Term - Up to 30 years
Max Lien-to-Value - 20%
