Bridge & Mezzanine Loans

Lending Options

Bridge & Mezzanine Loans

Flexible, Short-Term Lending Solutions

As a national bridge and mezzanine lender, we focus on providing short-term financing, cash-out refinances, value-add transactions, and other executions for the multifamily, seniors, and hospitality industries. We provide competitive terms and a quick loan process to help you purchase, renovate, reposition, or stabilize your asset until a permanent FHA execution can be completed.

Bridge Loans

Bridge loans got their name because this type of funding “bridges” the business owner’s financing until he or she obtains a longer and more permanent financing solution. Bridge loans are often used in real estate transactions for this reason. If a real estate investor is selling a home, he or she may need immediate capital until the sale is completed. A bridge loan allows real estate investors and other business owners to cover short-term expenses such as this. Once the sale is complete, the borrower can repay the lender.

Normally, bridge loans are used to cover expenses for no more than three weeks, though some may cover up to one year. If you need longer financing, you should consider an alternative option. Bridge loans are usually backed by collateral, such as property or inventory.

Mezzanine Loans

A mezzanine loan is essentially a type of bridge loan, which is also used to provide short-term financing for small business owners and entrepreneurs. The key difference between mezzanine loan and a bridge loan, however, is that mezzanine loans are not backed by property as collateral.

With a mezzanine loan, the lender has the ability to convert to ownership (equity) of the borrower’s company in the event of non-payment or default. In other words, you’ll have to place part of your company’s equity up as a collateral when obtaining a mezzanine loan. Assuming you pay the loan back as described in the contract, you won’t actually forfeit any of your company. But if you don’t pay back the loan, the lender of the mezzanine loan will obtain part of your company’s equity.

Mezzanine loans typically carry a 12% to 20% interest rate, which is relatively high when compared to other financing options. However, the interest paid on mezzanine loans is tax-deductible. Furthermore, many financial experts believe that mezzanine loans are easier to manage than other funding options, as borrowers can calculate their interest into the balance of the loan.

Program Overview

ELIGIBLE PROPERTIES: Existing market-rate, affordable, and rent-assisted multifamily properties; stabilized and value-add permissible

INTEREST RATE: SOFR-based floating rate; determined by loan metrics

BORROWER: For-profit or not-for-profit domestic single-asset entity

GUARANTOR: Non-recourse subject to standard carve-outs

PERSONAL LIABILITY: Non-recourse and recourse options available

SECURITY: First mortgage and first-priority interest in all leases, rents, income, and profits, and all other personal property, accounts, escrows, and reserves

MAXIMUM LOAN: Up to 85% LTV

TERM & AMORTIZATION: Up to 36 months with extension options available; typically interest only for term of mortgage

ESCROWS: Replacement reserve, tax, and insurance escrows are typically required

ORIGINATION FEE: 1.0% of original loan balance

EXIT FEE: Negotiable

EXTENSION FEE: Negotiable

THIRD PARTY REPORTS: Appraisal, Phase I, and PCNA are required; seismic report may be required

ELIGIBLE PROPERTIES: Skilled nursing, assisted living, memory care homes; stabilized and value-add permissible

INTEREST RATE: SOFR-based floating rate; determined by loan metrics

BORROWER: For-profit or not-for-profit domestic single-asset entity

GUARANTOR: Non-recourse subject to standard carve-outs

PERSONAL LIABILITY: Non-recourse and recourse options available

SECURITY: First mortgage and first-priority interest in all leases, rents, income, and profits, and all other personal property, accounts, escrows, and reserves

MAXIMUM LOAN: Up to 80% LTV

TERM & AMORTIZATION: Up to 36 months with extension options available; typically interest only for term of mortgage

ESCROWS: Immediate repair, replacement reserve, tax, and insurance escrows are typically required

ORIGINATION FEE: 1.0% of original loan balance

EXIT FEE: Negotiable

EXTENSION FEE: Negotiable

THIRD PARTY REPORTS: Appraisal, Phase I, and PCNA are required; seismic report may be required

ELIGIBLE PROPERTIES: Ground-up construction or adaptive reuse of retail, office, industrial, multifamily, or hotel properties

INTEREST RATE: SOFR-based floating rate; determined by loan metrics

BORROWER: Typically, “warm-body” guarantor required

GUARANTOR: Typically, “warm-body” guarantor required

PERSONAL LIABILITY: Non-recourse and recourse options available

SECURITY: First mortgage and first-priority interest in all leases, rents, income, and profits, and all other personal property, accounts, escrows, and reserves

STRUCTURE: Fully funded up-front

MAXIMUM LOAN: Up to 65% LTV

TERM & AMORTIZATION: Up to 36 months with extension options available; typically interest only for term of mortgage

ESCROWS: Debt service and construction are typically required

ORIGINATION FEE: 1.0% of original loan balance

EXIT FEE: Negotiable

EXTENSION FEE: Negotiable

THIRD PARTY REPORTS: Appraisal, Phase I, and PCNA are required; seismic report may be required

ELIGIBLE PROPERTIES: Ground-up construction or adaptive reuse of retail, office, industrial, multifamily, or hotel properties

INTEREST RATE: SOFR-based floating rate; determined by loan metrics

BORROWER: For-profit or not-for-profit domestic single-asset entity

GUARANTOR: Typically, “warm-body” guarantor required

PERSONAL LIABILITY: Non-recourse with the exception of Bad Boys, Completion Guarantee, and Debt Service Guarantee

SECURITY: First mortgage and first-priority interest in all leases, rents, income, and profits, and all other personal property, accounts, escrows, and reserves

STRUCTURE: Fully funded upfront

MAXIMUM LOAN: Up to 65% LTC

TERM & AMORTIZATION: Up to 36 months with extension options available; typically interest only for term of mortgage

ESCROWS: Debt service and construction are typically required

ORIGINATION FEE: 1.0% of original loan balance

EXIT FEE: Negotiable

EXTENSION FEE: Negotiable

THIRD PARTY REPORTS: Appraisal, Phase I, and PCNA are required; seismic report may be required

Partnerships

Arini Capital

Arini Capital, in partnership with R-3, is a private capital source focused on Commercial Property Assessed Clean Energy (C-PACE) financing. R3 leverages its extensive experience and expertise to provide clients with the financial tools to create and redevelop sustainable, energy-efficient real estate, while becoming economically efficient through a superior capital structure.

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Equality Statement

At R3 Investors, we believe in fair treatment of all our clients and employees and are committed to ensuring the principles of equity in both our client base and employment practices. We do not discriminate on the basis of race, religion, sexual orientation, national origin, political affiliation, disability, age, marital status, medical history, parental status or genetic information. Our equality policy applies to  our client base, hiring, training, remuneration, promotion, layoffs and contract termination. 

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