U.S. Strategies
Our Offerings
Peakhill’s strength lies in our proven ability to meet and exceed our clients’ expectations by providing customized and simplified solutions for multifamily sponsors. We take a bespoke approach to deal structuring and customize our financial offerings to align with sponsors’ business plans. Peakhill is a vertically integrated investor focused on the U.S. multi-family sector with in-house asset management and servicing capabilities.

U.S. Bridge Financing
Investment Size: $5-15 Million
- Eligible Property Type: Multi-family, BFR, Student & Manufactured Housing
- Geographical Focus: Top 100 MSAs
- Term: 6-24 months with extensions
- Purpose: Acquisition, Refinance, Light Value Add & Lease-Up
- Spread: SOFR + 350 to 500
U.S. Preferred Equity
Investment Size: $5-20 Million
- Eligible Property Type: Multi-family, BFR, Student & Manufactured Housing
- Geographical Focus: Top 50 MSAs
- Term: 5-10 years
- Purpose: Acquisition, Refinance, Light Value Add
- Rates: 13-16%
Co-GP Equity
Investment Size: Up to $15 Million
- Eligible Property Type: All property types considered, with an emphasis on multi-family, mixed-use, and industrial
- Geographical Focus: Key cities in the U.S. and Canada
- Investment Period: Flexible
- Investment Structure: Co-GP Equity or Priority Equity
Investment Process
Initial Screen
Soft Quote
Term Sheet
Underwriting
Closing
Initial Screen
- Initial assessment focuses on the following:
- Location – physical address and surrounding market area
- Sponsorship – experience and presence in the market
- To the extent those areas are acceptable, Peakhill looks for the following information to provide a soft quote:
- Sales broker package and sponsorship offering memo (when available)
- Sponsor pro forma – preferably in Excel format
- Sponsor business plan – to include detail of proposed major capital expenditures and any required reserves
- Trailing 12-month financials – in Excel format on a monthly basis
Soft Quote
- Based on the analysis from the Initial Screen Peakhill will provide a soft quote that includes economic terms outlining the transaction.
Term Sheet
- Once Soft Quote is accepted, within five business days, Peakhill’s internal credit committee will review the transaction and its terms for approval.
- The goal of this review is to increase clarity on deal points to ensure we provide a term sheet that matches the circumstances of the deal and prevents any re-trading.
- Assuming no outlying concerns on the deal, a detailed term sheet will be provided that includes deal economics and governance provisions.
Underwriting
- To proceed to the Underwriting stage, Peakhill must collect a signed term sheet and underwriting deposit (covering legal fees, third party reports and travel expenses)
- This process will include a physical site inspection by Peakhill to assess the quality and evaluate the business plan, background check on the Sponsor, property due diligence (include checklist), complete legal due diligence and documentation (Peakhill uses industry standard preferred equity documents that have been vetted and approved by Agency Lenders).
Closing
- Once Underwriting is complete, Peakhill’s credit committee reviews the findings to note any material items that may have surfaced. Once approved, Peakhill will wire its investment at closing to the deal’s title company.
Initial Screen
Soft Quote
Term Sheet
Underwriting
Closing
Initial Screen
- Initial assessment focuses on the following:
- Location – physical address and surrounding market area
- Sponsorship – experience and presence in the market
- To the extent those areas are acceptable, Peakhill looks for the following information to provide a soft quote:
- Sales broker package and sponsorship offering memo (when available)
- Sponsor pro forma – preferably in Excel format
- Sponsor business plan – to include detail of proposed major capital expenditures and any required reserves
- Proposed Sources and Uses – should include details of the senior loan terms
- Trailing 12-month financials – in Excel format on a monthly basis
Soft Quote
- Based on the analysis from the Initial Screen Peakhill will provide a soft quote that includes economic terms outlining the transaction.
Term Sheet
- Once Soft Quote is accepted, within five business days, Peakhill’s internal credit committee will review the transaction and its terms for approval.
- The goal of this review is to increase clarity on deal points to ensure we provide a term sheet that matches the circumstances of the deal and prevents any re-trading.
- Assuming no outlying concerns on the deal, a detailed term sheet will be provided that includes deal economics and governance provisions.
Underwriting
- To proceed to the Underwriting stage, Peakhill must collect a signed term sheet and underwriting deposit (covering legal fees, third party reports and travel expenses)
- This process will include a physical site inspection by Peakhill to assess the quality and evaluate the business plan, background check on the Sponsor, property due diligence (include checklist), complete legal due diligence and documentation (Peakhill uses industry standard preferred equity documents that have been vetted and approved by Agency Lenders).
Closing
- Once Underwriting is complete, Peakhill’s credit committee reviews the findings to note any material items that may have surfaced. Once approved, Peakhill will wire its investment at closing to the deal’s title company.
Contact Us

Recent Closings

Multi-family | Preferred Equity
Tampa, FL

Multi-family | Preferred Equity
Tampa, FL

Multi-family | Co-GP Equity
Miami, FL

Multi-family | Co-GP Equity
Port Chester, NY

Office | Co-GP Equity
Irving, TX

Multi-family | Co-GP Equity
New York, NY