Closings
CALINVEST CAPITAL
SHERWOOD D. KELLEY, Managing Principal
PARTIAL LIST OF FINANCINGS RECENTLY COMPLETED FOR CLIENTS
1. $8.2 MILLION.
Zambique Properties, LLC
Long Term SBA Bond Refinancing, Construction
2. $5.2 MILLION.
Zambique Properties, LLC
25- year Term Commercial Refinancing
3. $20 MILLION
Wessman Holdings, Inc.
Created Unique “Hybrid Line” Term Acquisition and Refinancing Facility
4. $27.8 MILLION
North Valley Mall II, LLC; 286,000SF Retail Regional Mall, Project Financing
5. $22 MILLION
Lake Tahoe Development Company, Inc.
Short Term Bridge Financing Convertible to Project Development Financing
6. $24.5 MILLION
Aliso Commons 2, LLC; Repositioning of Existing Retail Mall, Aliso Viejo
Combination Construction/ Land Financing, negotiated permits with City
7. $6.5 MILLION
Highwater, Crystal Cove
SFR, Land, Construction, Term Financing (2.5%, 30yrs) plus LOC $1.0Million
8. $1.2 MILLION
31761 Aguacate Road
Business Purpose Loan: Investment Property
9. $3.8 MILLION
343 Third Street
Commercial Acquisition, Rehab and Project Development Financing, commercial bank
10. $7.5 MILLION
17881 Beach Boulevard
Commercial Acquisition and Project Development Financing, Commercial Bank
11. $27.5 MILLION
North Valley Mall II, LLC
Conversion of CMBS prior long term financing to commercial bank debt at 4.4% fixed, 10 years.
12. $6.5 MILLION
Coto de Caza, SFR, Land, construction to perm term financing
13. $51 MILLION
Newport Custom Estates (2000-2012), Newport Coast; 17 SFR projects, land, Construction, Perm, Commercial Banks
( Mr. Kelley was formerly in the project financing business as an investment banker on Wall Street where he closed $2 Billion in nuclear, fossil fuel, and natural resource projects in Latin America, Middle East, and Asia.)
