Developers and Owners
Private Capital for Real Estate & Construction
Typical Financing Structures
“Commercial banks can execute incentivized financing, but the duty to research, identify, and structure these programs almost always sits with the borrower—creating a clear gap between opportunity and execution.”
The below list represents some of the most common forms of real estate finance used across development, acquisition, and portfolio management. Each plays a distinct role depending on project risk, asset maturity, capital needs, and execution speed—and in practice, many projects combine multiple financing types to optimize cost of capital, flexibility, and risk allocation.
Commercial Bank Financing
Term loans & refinancing
Portfolio-level facilities
Used for:
Ground-up development, major renovations, stabilized assets
Private Credit & Infrastructure Funds
Senior and mezzanine capital
Structured real estate debt
Used for:
Complex projects, faster execution, higher leverage tolerance core part of the process.
Sale-Leaseback & Asset Monetization
Operating assets with strong tenants
Used for:
Capital recycling, Balance sheet optimization, Development equity
Development equity
Joint ventures
Platform investments
Used for:
New markets, portfolio growth, risk-sharing
Strategic & Institutional Equity
Incentivized and Specialized Program Financing Options
While commercial banks can offer access to incentivized and program-based financing, these products are rarely a core part of their business model. As a result, many bankers may not be fully aware of the full range of options their institution can support, and the responsibility for researching, identifying, and assembling applicable programs ultimately sits with the borrower.
Day Two
Set Intentions & Reflect
Together, we pause to consider our goals, hopes, and direction. This is about aligning with ourselves and with the journey ahead. This is a chance to reconnect with what brought you here—your questions, your hopes, your turning points—and consider how they’ve shifted or deepened.
Check-In
9:00 – 9:30am
Group Activity
11:00am
Lunch Break
12:30pm
Creative Workshop
2:00pm
Dinner
6:30pm
Day Three
Look Forward & Wrap Up
We explore the possibilities beyond this moment, making space for growth, action, and forward momentum. As we end our time together, we honor the experience, the growth, and the connections made along the way.
Check-In
9:00 – 9:30am
Group Activity
11:00am
Lunch Break
12:30pm
Creative Workshop
2:00pm
Dinner
6:30pm
How It Works
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Browse our upcoming events to find the one that feels right for you. We host events year-round in all different locations and climates.
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Sign up and pay all required fees to reserve your spot. If plans change, you can cancel up to 14 days before the retreat start to receive a 50% refund.
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After booking, we'll send you a Welcome Packet with everything you need to know—detailed schedules, packing list recommendations, add-ons to consider, and more.
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We'd recommend booking your transportation to and from the event as soon as possible, to ensure you can arrive without any complications or delays.
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Now all that's left to do is pack your bags and get excited for your new adventure.