Case Study: A Real Estate Holding Company

Case Studies
Case Study: A Real Estate Holding Company

Case Study: A Real Estate Holding Company



A real estate firm reached out to New Direction Capital during its 5th year in business.  The client is a successful real estate operator but was running into roadblocks securing capital for a large project.  After spending time with many banks, they found most banks did not want to lend funds on a new construction project.


First, New Direction Capital working as Chief Financial Officer met with the client to understand their vision for the project.  NDC assessed their financials, the land, and the track record of the operators. 


NDC was able to analyze the project, build a financial model, and through its network identify fund sources to capitalize the building of the project.  Through this process, NDC saved the client time by having sound knowledge in capital structures, banking knowledge, and structuring the project in a way that would be acceptable to capital funding companies.


New Direction Capital - Virtual CFO Services
“I have had the pleasure of working with Mike on several business projects since 2011.  Our initial project was to obtain financing and develop a strong banking relationship.  Mike negotiated with the bank and secured both business and residential financing.  His knowledge, expertise and professionalism were invaluable in achieving our goals.  We continued with several other projects, which included the negotiation and purchase of our building, purchase of capital equipment, and longer term business strategies.  His optimism and “can do” attitude were all essential in handling tough, complex transactions.

In my twenty-three years with my company, having used several other business advisors and consultants, I found Mike’s contribution far surpassed any others.  He is absolutely trustworthy and he delivers on commitments.  I truly believe that Mike would bring success to any organization and prove to be a valuable contributing member.”
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