Portfolio
A sample of transactions closed using the UR Creative Solutions capital stack — each sized, structured, and executed to meet a specific seller objective. Additional case studies and references available on request under NDA.
Phoenix, AZ
Seller carried an 18-month first-position note at an attractive yield. We executed the rent-roll reposition and refinanced with permanent agency debt at maturity — seller exited in full with accrued interest.
Tampa, FL
Structured a 10-year seller-financed first with secure monthly payments and a balloon. Seller achieved installment-sale tax deferral and eliminated operational burden entirely.
Miami, FL
Combined a significant cash payment at close with an above-market preferred equity stream and a year-five balloon refinance — maximizing seller net proceeds against a taxable full exit.
Dallas, TX
Acquired a three-asset multifamily package on a blended seller-financed first. Seller consolidated management and retained a secured income stream across the portfolio.
Atlanta, GA
Preserved a favorable legacy interest rate and closed without a refinance. We assumed full servicing and operating responsibility with a complete seller liability-protection protocol.
Charlotte, NC
Two-stage stack on a single-tenant warehouse: cash at close, preferred equity through year five, and a balloon refinance on lease renewal.
Additional Transactions
Under NDA we share expanded deal books, structure memos, and direct references with qualifying sellers and capital partners.