LENDING
Wholesale Lending
Helvetica offers hard money wholesale pricing allowing loan brokers the opportunity to access alternative funding sources.
Correspondent Lending
Helvetica's correspondent lending division is in the business of purchasing mortgage loans and providing related value-added services and support to mortgage bankers and financial institutions in the western five states. By leveraging technology, common sense underwriting, strategic partnerships and outstanding customer service, Helvetica's goal is to become the fundamental link in the banker's ability to increase private money originations and revenue. We deliver flexible hard money financing solutions through a fully customized co-branded or privately labeled arrangement.
Loan Syndications
As a real estate investment bank, we also package and syndicate loans to private investors, funds, real estate partnerships, trusts and other alternative lending sources.
TRADING
Let Helvetica put the resources of alternative real estate trading at your fingertips. We offer investors, lenders, brokers, and institutions the ability to buy and liquidate REO, notes, mortgage pools or other distressed real estate assets through our trading desk. We trade in the following types of alternative real estate assets:
• Whole Notes
• Loan Pools
• Non-Performing Loans
• Bank Owned Real Estate (OREO) • Distressed Commercial Loans
Sellers
Helvetica provides sellers the opportunity to liquidate mortgage-backed assets to free up warehouse lines or to access cash to capitalize on other opportunities.
Buyers
Helvetica provides institutions and private investors the opportunity to purchase closed loans. Helvetica's due diligence and underwriting process insures all loans are prescreened to confirm valuations and compliance.
INVESTMENT BANKING
Helvetica provides fee-based real estate advisory services. The Helvetica Team members are experts at evaluating a real estate project and providing creative financing solutions to assist developers, contractors and real estate syndicates to accelerate an idea to completion.
• Debt and equity financing strategies
• Drafting offering memoranda
• Investment identification and acquisition
• General contractor introductions
• Organizing and managing limited partnerships
• Fairness opinions & property due diligence
• Distressed property consultation
• Real estate syndication and co-funding
• Arranging legal, tax and other specialized services
FAMILY OFFICE
Investing in Alternative Real Estate Assets
Alternative real estate investing is an elusive asset class. Traditional brokers and financial advisors rarely direct their clients to these types of assets primarily because their firm cannot custody the investments and as a result, they lose the capital and cannot charge fees on the assets. It’s unfortunate but true. Some advisors, in an attempt at altruism, will direct their clients to such investments in a holistic attempt to balance out a portfolio. Our experience has proven that alternative real estate investments should be a significant part of any balanced portfolio.
Aggregating Capital for Greater Alph™
At Helvetica, our goal is to aggregate investor capital to enable our investor group to attract better deals and negotiate better pricing. It’s no secret, the more capital you have the more deals you see; the more deals you see the better price execution you will have. Collectively, we represent close to $500 million in investor capital consisting of over 300 investors. Our network represents a closely linked family of investors with a long history of collaborative investing. Let’s face it, the more capital we have, the better investments we create for ourselves. Unlike other firms, our investor group not only provides capital but networks for deal flow.
FUND MANAGMENT
Helvetica manages real estate and mortgage-backed assets on behalf of individual investors, institutions, pension funds, fund of funds, real estate partnerships and trusts.
Investors have account access online 24/7.
Our management staff evaluates investment objectives and creates a real estate investment plan that contributes to a well balanced and diversified investment portfolio.
We offer proprietary investment opportunities through our rigorously underwritten Helvetica Investments.