Capital Solutions.
Engineered for Sponsor Success.

Helpern REIDS delivers institutional-grade capital solutions for retail and office assets nationwide. Our transaction expertise across market cycles creates superior outcomes for sponsors and investors seeking certainty of execution.

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Debt Placements

Debt Optimized
Strategy Amplified.

We structure senior debt across the capital spectrum—from stabilized to ground-up, conventional to creative. Our approach aligns each financing solution with the sponsor's strategic objectives, asset performance metrics, and prevailing market conditions.

Acquisition, Refinance, & Recapitalization Loans
Construction & Construction-to-Permanent Facilities
Bridge Financing & Floating-Rate Credit Lines
Tenant Improvement & Leasing Facilities
Ground Lease & Sale-Leaseback Structures
Note-on-Note financing & Non-Performing Loan Solutions

Structured Capital

Structured Capital
Enhanced Returns.

We engineer hybrid capital stacks that strategically blend senior and subordinate tranches—unlocking higher leverage at lower blended costs while preserving operational flexibility. By pairing institutional senior debt with precisely-structured mezzanine, preferred equity, or hybrid instruments, we create economic arbitrage between capital layers while maintaining risk discipline. The result: optimized capital that advances your business plan and preserves optionality.

Mezzanine Debt & Preferred Equity Placements
Strategic Intercreditor & Subordination Structuring
Partner Buyouts & Equity Recapitalizations
Risk-Based Tranching Across Multiple Capital Sources
Balance Sheet Optimization & Takeout Planning

Equity & JV Capital

Institutional Equity
Structured for Alignment.

We arrange institutional equity partnerships across the risk spectrum—from core to opportunistic—structuring relationships that align with sponsor objectives, promote economics, governance requirements, and exit timelines. Our capital network encompasses investment managers, fund platforms, insurance companies, pension advisors, family offices, and opportunity zone investors. Whether you need LP equity or a co-GP partner, we calibrate each relationship to preserve appropriate control while optimizing returns.

JV & LP Equity for Acquisitions, Recapitalizations, and Development
Programmatic Capital Partnerships with Scale Investors
Strategic Promote Structuring & Governance Alignment
Majority & Minority Positions with Tailored Control Rights
Cross-Border & Specialty Mandate Capital Access

Strategic Advisory

Capital Strategy
Asset to Portfolio.

We provide comprehensive capital advisory across the investment lifecycle—from acquisition strategy to disposition planning. Our services deliver clarity around capital structure, risk assessment, and return optimization at both the asset and portfolio levels.

Capital Strategy Development
Align debt structure, equity participation, and execution timelines with investment objectives and market conditions.
Tenant Mix & Viability
Evaluate credit quality, lease structure, and anchor risk to optimize capital availability and pricing.
Institutional-Grade Underwriting
Deliver asset-level analysis and cash-flow modeling that quantifies risk and drives favorable terms.
Partnership & Intercreditor Solutions
Navigate complex stakeholder relationships, promote structures, and interparty negotiations.
Portfolio Optimization
Assess capital efficiency across multiple assets and identify restructuring or recapitalization opportunities.
Methodology Matters
Results Follow.

We drive superior outcomes through sector-specific expertise and disciplined execution methodology. While most capital advisors apply a generalist approach, our specialized focus on retail and office sectors uncovers hidden value and creates more compelling investment narratives. This sector-level insight, combined with precise matching of opportunities to global capital sources, delivers execution advantages at every stage of the process. We position each asset and sponsor as a differentiated opportunity within its competitive set—driving both pricing and certainty advantages.

Analytical Precision
Institutional-grade underwriting with lease-level and tenant credit analysis creates confidence and reduces perceived risk.
Strategic Positioning
We frame opportunities to highlight upside potential while quantifying downside protection—building conviction with capital sources.
Structured Process Management
Carefully orchestrated bid processes with qualified capital sources create competitive tension and improved terms.
Targeted Execution
We match opportunities with capital sources pre-filtered by mandate, risk appetite, and execution capabilities—maximizing efficiency and certainty of close.

Value creation is only realized through disciplined execution. Our senior-led process incorporates real-time reporting, milestone-driven timelines, and proactive issue identification to anticipate challenges before they impact outcomes. By focusing on process details that others overlook, we deliver the dual benefits of competitive pricing and execution certainty that sophisticated sponsors demand.

Featured Transactions

View All Transactions
May 2025
| Just Closed
$9,200,000
Retail
Refinance
Greensboro, NC
Financing
±88,961 SF // Grocery Anchored neighborhood center ANCHORED BY Food Lion & CVS
Neighborhood Center
Senior Debt
Balance Sheet
Permanent
May 2025
| Just Closed
$8,000,000
Retail
Refinance
Bronx, NY
Financing
±6,358 SF // STNL MCDONALD'S & CITIBANK
STNL
Bank
Quick Serve
Senior Debt
Balance Sheet
Apr 2025
| Just Closed
$7,875,000
Mixed-Use
Refinance
Bronx, NY
Financing
±23,748 SF // MIXED-USE RETAIL/OFFICE/FLEX
Retail
Office
Senior Debt
CMBS
Permanent

Let's Elevate Your
Capital Strategy.

Have a deal in motion—or just exploring options?
Let’s connect. Helpern REIDS is ready to advise, structure, and execute.