Property & financing
Property location and type, requested amount, purpose, estimated value or project cost, and target closing.
Market rates
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Your Next Move Starts Here
Start with the opportunity.
Tell us about the property, the amount you need, and your plans. We’ll review the request and explain what we need to discuss next.
CRECommercial real estate focus
$1M–$100M+Loan amounts
3 ProgramsBridge · Construction · Permanent
43 StatesCurrent coverage
A Clear First Step
Your transaction, in a few key details.
Start with the property you have in mind and what you need the financing to do. You do not need every document ready to begin. Share the basic details and add any useful background. After the first review, we’ll let you know which supporting documents are needed.
A Short Initial Request
The essentials first.
Two core sections, followed by optional details. Begin with what you know today and discuss the rest with our team.
Your contact details
Your name, company, email, phone, and role in the transaction so our team can follow up.
Optional transaction details
If available, add your business plan, the owner’s background, current loans, and how you expect to repay the financing.
Prefer to prepare a detailed package? Download the detailed request form as a reference. It is not required for the initial review.
Who will I work with?
You’ll work directly with the Stone Oak Capital Advisory team, led by Manny Holguin, Head of CRE Capital Markets. We establish your point of contact, explain the next steps and keep you informed as your financing request progresses.
How will Stone Oak help with my financing?
We lead the financing process from the initial strategy through closing. Our team reviews your property and plans, structures and arranges the financing, and manages the documents, follow-up and communication needed to move the transaction forward. You have a clear point of contact throughout the process.
What will I need to pay, and when?
We explain the fees, deposits, required report costs and payment schedule before you authorize the related work. Costs depend on the financing and services involved, and we walk you through what each charge covers so you know what to expect.
Can you help finance my property?
We focus on commercial investment and development properties in 43 states. We do not currently arrange financing in Arizona, California, Illinois, Nevada, North Dakota, South Dakota, Vermont. The loan options available depend on the property and your financing needs. Commercial-scale build-to-rent and build-to-sell single-family communities are available for review. Individual condominium units, individual single-family homes, and residential properties with two to four units are outside our current commercial focus.
View eligible property types →Can my broker contact you for me?
Yes. Commercial mortgage brokers and referral partners are welcome to bring us a request. Ask your broker to explain who they represent and their role so we can agree on communication, responsibilities, and any compensation arrangements.
Explore our broker relationships →Can you help if the main loan does not cover the full cost?
We evaluate whether additional investment through preferred equity, or additional borrowing through mezzanine financing, could address the funding gap. We consider these options only when Stone Oak structures the main bridge, construction, or permanent loan. Availability and terms depend on the property, financial review and proposed financing.
Ready to Move Forward?
Tell us what you are financing.
A property, a financing need, and a way to reach you.
Preliminary terms. An initial review or discussion of terms is not a financing commitment.