Strategic Alliance Mortgage LLC
 
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SAM Members

Bernard Financial Group
Colliers Meredith & Grew
Colliers International-Atlanta, Inc.
D. Ansley Company, Inc.
Dickinson, Logan, Todd & Barber, Inc.
Draper and Kramer, Inc.
Eustis Commercial Mortgage Corp.
First Southern
Holliday American Mortgage
InterFirst Capital
M. Robert Goldman & Company
Newmark Realty Capital, Inc.
NBS Financial Services
Pacific Southwest Realty Services
Pinnacle Financial Group
The Rose Hill Group of WNY LTD
Thomas D. Wood & Company
Trinity One Group
V.P. Clarence Company
Walker & Dunlop
Welsh Capital, LLC
Western Capital Realty Advisors


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Strategic Alliance Mortgage, LLC ("SAM") is a company comprised of individually owned commercial real estate investment and mortgage banking firms located throughout the United States. The goal of SAM is to combine local entrepreneurial expertise with a nationwide network to deliver superior capital markets execution and alternatives to its clients.

Formed in 1998, SAM has grown to become an influential business model for the commercial mortgage banking industry. SAM members are at the cutting edge of technology utilizing a web-based system to communicate, share ideas and catalogue capital market participants, information and trends. SAM is unique in that it puts a local mortgage banking owner/expert in the middle of each transaction armed with national capital markets expertise that is second to none.

Thomas D. Wood & CompanyThomas D. Wood & Company

THOMAS D. WOOD AND COMPANY is an independently owned, full service commercial mortgage banking firm located in the heart of Coral Gables, Florida, with a branch office in Tampa. The company was founded in 1974 and is ranked as one of South Florida’s largest commercial mortgage lenders. Our firm is grounded in the principles of integrity and a straightforward approach, combined with our keen awareness of our fiduciary responsibility to our clients. We will continue to offer the highest degree of service to clients whose lending policies match our marketplace and our principles.

We have been distinguished as a premier provider of capital solutions to commercial real estate owners and developers in the State of Florida for three decades. We have formed strategic alliances with conventional banking firms and we are life insurance correspondents for over twenty major life insurance companies throughout the U.S.

We offer a wide range of products for all property types including retail, office, industrial, multi-family, senior living, manufactured housing and hotels. In addition to originating quality loans, THOMAS D. WOOD AND COMPANY services a portfolio approaching $1 billion in mortgage loans for its nationwide correspondent investors.

Boca Raton Office:
47 NW 11th Street
Boca Raton, FL 33432
Phone: (531) 338-9799
Miami Office:
95 Merrick Way Suite 360
Coral Gables, FL 33134
Phone: (305) 447-7820
Fax: (305) 447-7840
Orlando Office:
1215 Louisiana Avenue, Suite 100
Winter Park, FL 32789
Phone: (407) 937-0470
Fax: (407) 937-0472
Sarasota Office:
7349 Professional Parkway East
Sarasota, FL 34240
Phone: (941) 552-9731
Fax: (941) 761-5795
Walker & Dunlop Walker & Dunlop

Established in 1937, Walker & Dunlop is one of the Mid-Atlantic's premier commercial real estate financial services firms. The company specializes in mortgage banking, structured finance, equity placement, institutional sales, loan servicing and asset management. Walker & Dunlop also maintains more than $200 million in investment capacity providing equity to multifamily developers and owners. In 2007 Walker & Dunlop and its associated companies arranged more than $2.5 billion in commercial real estate financing. The firm also manages a servicing portfolio worth $6 billion across 43 states and the District of Columbia.

7501 Wisconsin Avenue
Suite 1200
Bethesda, MD. 20814-6531
Phone: (301) 215-5500
Fax: (301) 634-2150
Western Capital Realty Advisors Western Capital Realty Advisors

Western Capital's professionals have 25 years of commercial real estate lending and investing experience. Our lending/investment programs include contruction debt, permanent and bridge loans, mezzanine debt, and joint ventures on most commercial real estate property types. The firm has correspondent relationships with many of the nation's best real estate lenders/investors. Fostering long term relationships with our clients is our primary focus.

Contact: John Bradshaw, Principal
Phone: (801) 273-4100
Email: john@wcra.cc
90 South 400 West, Suite 220
Salt Lake City, Utah 84101
NBS Financial Services NBS Financial Services

In business since 1932, NBS Financial Services, a division of the Norris, Beggs & Simpson Companies, provides commercial real estate capital to borrowers and investors seeking financing for property acquisitions, refinancing, equity, mezzanine or bridge capital, as well as joint venture opportunities. NBS Companies was recognized as one of the Portland Business Journal's "Most Admired" commercial real estate services companies in Oregon, as chosen by Oregon CEOs.

The company operates in the states of Oregon, Washington, Idaho and Nevada, as well as Strategic Alliance Mortgage (SAM), our nationwide affiliation throughout the country. To learn more, visit www.nbsfinancial.com: www.naiglobal.com.

Portland Office:
121 SW Morrison,
Suite 200
Portland, Oregon 97204
Phone: (503) 223-7181
Fax: (503) 273-0256
Seattle Office:
One Union Square
600 University Street Suite 1028
Seattle, Washington 98101-1176
Phone: (206) 587-1840
Fax: (206) 587-1899
Holliday American Mortgage Holliday American Mortgage

Established in 1977, Holliday American Mortgage is an independently owned, full service mortgage banker headquartered in Tulsa with offices in Oklahoma City and Fayetteville, AR. Holliday's production and servicing teams have over 30 years of experience. Together they originate and service for over 22 institutional lenders and originate for a number of GSE lenders on multifamily with loan sizes ranging from $500,000 to $50 million.

Tulsa Office:
8023 East 63rd Place, Suite 525
Tulsa, OK 74133
Phone: (918) 492-1707
Fax: (918) 481-3507
Oklahoma City Office:
6501 N. Broadway, #250
Oklahoma City,OK 73116
Phone: (405) 302-0652
Fax: (405) 302-0961
Fayetteville Office:
2153 East Joyce Blvd., Suite 201
Fayetteville, AR 72703
Phone: (479) 575-0066
M. Robert Goldman & Company, Inc. M. Robert Goldman & Company, Inc.

Founded in 1932 by Bob Goldman, a civil engineer turned mortgage banker, MRG has been in the business of fostering relationships with lenders and developers for over nine decades.

With offices in Jericho, New York on Long Island we cover one of the largest markets in the country. Our focus is primarily on properties in the five boroughs of New York, Nassau and Suffolk counties on Long Island, southern New York state and the northern half of New Jersey. We are the only privately owned full service mortgage banking firm on Long Island.

M. Robert Goldman & Company is also recognized as one of the most technologically advanced companies in the industry. We were amongst the earliest adopters of digital imaging, and operate a fully integrated origination, servicing and pipeline system, which was designed in-house. At the heart of our business is the desire to provide our clients with access to all possible sources of capital while structuring the transactions to ensure that our lenders make smart, solid investments in our markets.

E-mail: jon@mrg-co.com
Website: www.mrg-co.com
100 Jericho Quadrangle,
Suite 336
Jericho, NY 11753-2702
Phone: (516) 487-5100
Fax: (516) 487-5183
The Rose Hill Group of WNY LTD The Rose Hill Group of WNY LTD

The Rose Hill Group of WNY LTD is a privately owned, full service mortgage banking firm located in Buffalo, New York. Our markets include all of Upstate New York. The company's professionals strive to add value to our clients on each and every transaction. Products closed include bridge, construction, equity, and permanent financing. Daniel F. Monte serves as President of Rose Hill Group. Our professionals include: Nanette K. Carlevarini and Thomas F. Grzebinski II.

4 Cathedral Park Suite 300
Buffalo, NY 14202
Phone: (716) 854-1580
Fax: (716) 854-1586
E-mail: danm@rhgltd.com
Website: www.rhgltd.com
Eustis Commercial Mortgage Corporation Eustis Commercial Mortgage Corporation

Eustis Commercial Mortgage Corporation ("ECMC") is a regional financial services company supporting the needs of users and providers of capital for real estate investment. ECMC continuously seeks new and creative sources of capital for investment in assets in the Louisiana and Mississippi Gulf Coast region.

1010 Common Street,
Suite 2400
New Orleans, LA 70112
Phone: (504) 620-0626
Fax: (504) 565-5233
Dickinson, Logan, Todd & Barber, Inc.Dickinson, Logan, Todd & Barber, Inc.

Dickinson, Logan, Todd & Barber, Inc. (DLTB) is a privately held, full-service mortgage banking and commercial real estate finance and investment company headquartered in Raleigh, NC, with additional offices in Greensboro, Charlotte, and Columbia, SC. DLTB was incorporated in 1980 and, since inception, has been widely considered as a leading provider in the Carolinas for debt and equity opportunities for borrowers, investors, and lenders. The company enjoys formal relationships with leading insurance companies, commercial banks, and Wall Street firms seeking investment opportunities in the southeast, as well as nationally.

Raleigh, North Carolina:
8601 Six Forks Road,
Suite 500
Raleigh, NC 27615
P.O. Box 18463 (27619)
Phone: (919) 846-2252
Fax: (919) 870-7709
Greensboro, North Carolina:
324 W. Wendover Avenue, Suite 150
Greensboro, NC 27408
Phone: (336) 273-0766
Fax: (336) 273-9782
Charlotte, North Carolina:
3420 Torringdon Way, Suite 360
Charlotte, NC 28277
Phone: (704) 542-0294
Fax: (704) 543-9782
Columbia, South Carolina:
Email: bubba@dltb.com
Website: www.dltb.com
3612 Landmark Drive, Suite C
Columbia, SC 29206
Phone: (803) 790-4343
Fax: (803) 790-4340
Pacific Southwest Realty Services Pacific Southwest Realty Services

Pacific Southwest Realty Services ("PSRS") emphasizes the quality, relationship driven services that we have been providing as a full-service Commercial Mortgage Banking firm since 1972. Today's broad range of services is built on the same solid foundation of commitment we have been offering for more than three decades.

Pacific Southwest Realty Services' team of professionals possess the depth of personnel and diversity of expertise to better meet the needs of our clients. We pride ourselves on our intense commitment to personal service. This philosophy of quality service has built many long-term relationships with real estate owners and institutional capital sources that have deepened through the cycles of the real estate markets.

Los Angeles Office
11911 San Vicente Blvd.
Suite 390
Los Angeles, CA 90049
Phone: (310) 471-1911
Fax: (310) 440-2319
Orange County Office
18201 McDurmott West,
Suite B
Irvine, CA 92614
Phone: (949) 475-1490
Fax: (949) 475-1478
Website:
www.psrs.com
Pacific Southwest Realty Services
8840 Complex Drive, Suite 101
San Diego, CA 92123
Phone: (858) 514-2100
Fax: (858) 514-2105
Santa Barbara Office
1096 Coast Village Road
Santa Barbara, CA 93108
Phone: (805) 969-7716
Fax: (805) 969-3185
Welsh Capital, LLC Welsh Capital, LLC

Established in 1998, Welsh Capital provides a variety of creative mortgage financing solutions for developers, owners and investors of commercial real estate. Providers include life insurance and finance companies, pension funds, commercial banks and Wall Street investment conduits. Since its inception, Welsh Capital has arranged over 460 loans with a transactional volume in excess of $1.2 billion.

Welsh Capital offers the best financing services available for all property types - retail, office, industrial and multi-family apartment buildings. Welsh Capital is part of WelshCo LLC, a full-service commercial real estate company headquartered in the Twin Cities with regional offices in Minneapolis and St. Paul; Chicago, Illinois, St. Louis, Missouri and Detroit, Michigan. The Welsh organization consists of more than 300 professionals whose expertise extends into every aspect of commercial real estate including office, industrial and retail brokerage, corporate services, property management, facility management, construction, architecture, development, financing and investment services. The brokerage division, NAI Welsh, is an affiliate of NAI Global, a multinational network of skilled commercial real estate professionals strategically located in 375 markets worldwide.  To learn more about Welsh, go to www.welshco.com.

Minnetonka Location:
4350 Baker Road
Suite 400
Minnetonka, MN 55343
Phone: (952) 897-7000
Minneapolis Location:
900 Second Avenue South
Suite 1625
Minneapolis, MN 55402
Phone: (952) 837-3080
Pinnacle Financial Group Pinnacle Financial Group

Founded in 1990 by three former CPA's, Pinnacle Financial Group is one of the largest, independently owned mortgage banking companies in Ohio and the Midwest. Since it's inception, Pinnacle has grown from production levels of $50 - $60 million per year to providing over $600 million in mortgage financing solutions annually. As an independently owned mortgage banking company, we are able to focus our efforts on the customer's needs without limitations or agendas from a corporate parent.

7100 East Pleasant Valley Rd.
Suite 350
Cleveland, Ohio 44131
Phone: (216) 328-9700
Fax: (216) 328-9704
Newmark Realty Capital, Inc. Newmark Realty Capital, Inc.

Newmark Realty Capital, Inc. is a full service mortgage banking firm with a strong lineup of correspondent lenders, utilizing Newmark's production, closing and servicing capabilities. Newmark was established in November 1991 and the company is currently staffed by over 50 employees in regional production and servicing offices. Newmark's goal is to provide a higher level of service in each area of commercial real estate where Newmark is an active player. The Newmark principals average over 20 years of real estate and lending experience. Newmark believes that an employee-owned and operated firm will better serve the needs of lender and borrower clients.

San Francisco Office:
595 Market Street,
Suite 2700
San Francisco, CA 94105
Phone: (415) 956-7600
Fax: (415) 956-4434
Sacramento Office:
1375 Exposition Boulevard, Suite 203
Sacramento, CA 95815
Phone: (916) 565-2800
Fax: (916) 565-2989
Las Vegas Office:
5451 South Durango Drive
Las Vegas, NV 89113-1873
Phone: (702) 304-0407
Fax: (702) 341-6935
Phoenix Office:
5110 N. 40th Street, Suite 114
Phoenix, AZ 85018
Phone: (602) 374-2100
Fax: (602) 374-2113
First Southern First Southern

First Southern Mortgage is an independently owned full service mortgage banking firm which was founded in 1978. We have earned a reputation as Tennessee's premier provider of capital solutions to commercial real estate owners and developers. This reputation has been built on our intense commitment to providing our clients with quality, relationship driven service, our in-depth market knowledge, our extensive portfolio of capital sources. For nearly three decades First Southern has been tailoring the financing to meet our client's unique capital needs and tax objectives. We have long standing relationships with today's most active institutional capital sources and are actively involved in the capital markets on a daily basis.

First Southern's mortgage banking services are broad based and include construction loan financing, permanent loan financing, tax-free financing, forward funding commitments, joint-venture equity programs, and loan servicing. First Southern currently represents more than twenty life insurance companies and pension funds, and several capital market lenders. We currently provide professional loan serving functions for a loan portfolio of more than $1.3 billion for our institutional clients.

First Southern is active throughout the southeastern United States through its offices in Nashville, Knoxville and Memphis. Our professional staff has extensive experience in real estate financing, providing the highest level of service to our clients.

Knoxville Office:
813 Northshore Drive,
Suite 201
Knoxville, TN 37919
Phone: (865) 584-2300
Fax: (865) 588-8554
Memphis Office:
1779 Kirby Parkway, Suite 5A
Memphis, TN 38138
Phone: (901) 756-1125
Fax: (901) 756-9273
Nashville Office:
205 Powell Place
Brentwood, TN 37027
Phone: (615) 726-2300
Fax: (615) 369-0721
Bernard Financial Group Bernard Financial Group

Founded in 1991, Bernard Financial Group (BFG) is Michigan’s largest, independently owned, full service commercial mortgage banking firm located in Southfield, Michigan. BFG specializes in debt placement, institutional equity, and commercial loan servicing. BFG currently represents twelve life insurance companies, several capital market lenders, two Fannie Mae DUS underwriters and a FHA lender. BFG currently does full loan servicing for over $2,200,000,000 of institutional life companies, CMBS, and FNMA loans.

Bernard Financial Group offers a wide range of financing options for all commercial property types including office, industrial, high-tech, retail, multi-family, senior housing, manufactured housing communities and hotels.

20700 Civic Center Dr
Suite 240
Southfield, MI 48076
Phone: (248) 799-9200
Fax: (248) 799-9208
Draper and Kramer, Inc. Draper and Kramer, Inc.

Founded in 1893, Draper and Kramer, Incorporated has earned a reputation as Chicago’s premier, multi-disciplined real estate and financial services firm. Today Draper and Kramer is involved in the development, marketing, management and financing of office buildings, retail center, residential properties and industrial buildings. The Commercial Mortgage Group secures the most attractive financing terms for your real estate portfolio. At every stage of the real estate investment cycle -- from construction to long-term permanent financing, acquisition to refinance -- we arrange a comprehensive financial package to meet your objectives. We advise you on the financial structure best suited for your property and the market, while taking into account your capital needs and tax objectives. Our experience performing virtually every service function for every property type provides our clients with a standard of excellence that few can compete.

33 West Monroe St,
Suite 1900
Chicago, IL 60603
Phone: (312) 580-6553
Fax: (312) 346-6531
Colliers International-Atlanta, Inc. Colliers International-Atlanta, Inc.

Established in 1967, Colliers International - Atlanta, Inc. is a privately-held full service commercial real estate services provider that is consistently ranked as one of Atlanta's premier real estate firms. The Capital Markets Group at Colliers International - Atlanta, Inc. provides investors and developers with debt placement, equity placement, structured finance, investment sales, and loan servicing. The firm maintains a network of institutional lenders and currently represents sixteen insurance companies as a servicing correspondent. Colliers International - Atlanta has five dedicated professionals in its Capital Markets Group averaging over 30 years of debt and equity placement experience. Since 2000, we have financed over $2 billion of office, industrial, retail, apartment, and hotel properties throughout the Southeast.

Capital Markets Group
Two Midtown Plaza
Suite 1100
1349 West Peachtree St, NE
Atlanta, GA 30309-2956
Phone: (404) 888.9000
Fax: (404) 870.2845
Colliers Meredith & Grew Colliers Meredith & Grew

Colliers Meredith & Grew is a Boston-based, full service commercial real estate advisory firm dedicated to providing its clients with solutions to meet their real estate requirements.

Our Capital Markets group has extensive experience in structuring innovative financing for all types of real estate projects including retail, office, industrial, warehouse, multifamily residential and hotels. We arrange financing through an extensive network of correspondent lenders, insurance companies, credit companies, pension funds, Wall Street conduits, commercial and savings banks, and other hard to find sources. On average, the professionals in the group have 25 years of experience in structuring and servicing conventional mortgage financings, construction loans, construction/permanent loans, forward and permanent loans, joint venture structuring, sale-leaseback transactions, equity/mezzanine transactions and securitized and conduit financing.

160 Federal Street
Boston, MA 02110
Phone: (617) 330.8050
Fax: (617) 330.8149
Trinity One Group Trinity One Group

Trinity One Group is a full-service commercial real estate firm specializing in mortgage banking, private equity and institutional investments, broad-based institutional advisory services, leasing/tenant representation, and sales brokerage. The company's three founding partners have 60 years of combined experience in commercial and multifamily real estate acquisitions, sales, leasing, development, mortgage banking, asset management, lending, structured finance, and securities, allowing the firm to offer a uniquely broad spectrum of expertise to its clientele.

1805 Shea Center Dr
Suite 200
Highlands Ranch, CO 80112
Phone: (303) 647-1122
Fax: (303) 223-2166
V.P. Clarence Company V.P. Clarence Company

Established in 1962, V.P. Clarence Company is the oldest and largest privately-held full service commercial mortgage banking firm serving its clients in West Texas and New Mexico. V.P. Clarence Company is proud of its long history representing many of the most successful and respected developers and commercial property owners in the region.

The firm has represented and is a loan correspondent for many of the nation's leading life insurance companies and institutional capital providers for nearly 50 years. These long standing relationships between clients and investors have generated approximately one billion dollars in loan placements in El Paso, Texas - Albuquerque and Santa Fe, New Mexico and other cities throughout the area.

V.P. Clarence Company provides mortgage banking services which include construction loan financing, permanent loan financing, property acquisition financing, forward funding commitments, property management services, and mortgage loan servicing.

We offer many different types of solutions for income property finance for diverse property types including retail, medical, office, industrial, multi-family, restaurants, and special purpose buildings including owner-occupied, hospitality, health care and country club facilities.

Albuquerque Location:
6001 Indian School Road
Suite 270
Albuquerque, NM 87110
Phone: (505) 881-2361
Fax:(505) 881-2371
El Paso Location:
413 N. Mesa
El Paso, TX 79901
Phone: (915) 533-3456
Fax:(915) 544-1201
InterFirst Capital InterFirst Capital

InterFirst Capital, LLC was originally formed in 1985 as Byars and Company, Inc. by the late William G. Byars. Today, the Company is privately owned by L. C. "Foots" Parnell III and J. Elliotte Speake, each with over 35 years of commercial mortgage banking experience.

InterFirst Capital, LLC is a full service commercial mortgage banking firm with offices located in Birmingham, Alabama and Jackson, Mississippi (Robert L. Hardin). The Company originates and services commercial loans, primarily located in the Southeast, for life insurance companies, investment and commercial banks and has relationships with Fannie Mae, Freddie Mac, FHA and HUD providers, as well as credit tenant financing sources and other commercial lenders. In addition, the Company has relationships with equity sources for certain type properties.

Our goal is to secure a specific financing solution that meets each client's investment strategy while, at the same time, provide our lending sources, quality mortgage investments.

Birmingham Location:
2700 Highway 280
Suite 315W
Birmingham, AL 35253
P.O. Box 530310 (35253)
Phone: (205) 402-4001
Fax:(205) 402-4010
Jackson Location:
1675 Lakeland Drive
Suite 309
Jackson, MS 39216
Phone: (601) 366-6584
Fax:(601) 981-6647
D. Ansley Company, Inc.

D. Ansley Company, a San Antonio-based commercial mortgage banking firm, was chartered in 1929. Our purpose is to provide debt and equity for income producing real estate to investors and developers through the creative and innovative structuring of financial transactions to maximize value and return. D. Ansley Company services income property loans in the aggregate amount in excess of $650 million through its originations in San Antonio, Austin, and all other major metropolitan areas of the state. In addition, D. Ansley Company is active originating and servicing loans in Laredo, the Rio Grande Valley, Corpus Christi, and smaller cities in West and East Texas. D. Ansley Company is recognized for its long-term employees in the Loan Origination, Administration, and Loan Servicing Departments of the company.

70 N.E. Loop 410,
Suite 880
San Antonio, TX 78216
Phone: (210) 366-3344
Fax: (210) 366-3933
Map of SAM Members' Offices
Investor Options Text

August 15, 2010

We are in extraordinary times as real estate professionals. We have seen the lending market turned upside over the last 24 months and each member of SAM continues to work hard to help his or her clients navigate these bumpy waters.

I feel the local knowledge that our members bring to the table is invaluable when combined with what we call the power of SAM. Each producer has 165 other producers behind them helping to bring national lending power to the table as needed to identify new lenders, address tough situations, and add insight to solving problems.

2010 and 2011 appear to be periods where, in addition to our normal role of placing debt for our customers, we will also add value helping them restructure debt they placed over the last 5 years. Changes in values and rents have left many owners out of balance with their exiting lenders and in need of assistance right sizing those deals. Being able to share with borrowers how different life insurance companies, banks, master and special servicers are reacting to modification requests across the county is a very valuable tool.

The members of SAM look forward to working with you on your next transaction and connecting you with our national resources.

F. Brock Walter
President
Strategic Alliance Mortgage, LLC

Primary Offices of Strategic Alliance Mortgage
 
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Washington D.C.

 

Historical SAM Production

$75 Billion since 2001

SAM Servicing

$39 Billion

SAM Producers

146 Commercial Originators

Recent Transactions

Message from the President

For more information on Strategic Alliance Mortgage, LLC,
please e-mail info@samalliance.com

© 2010 SAM Strategic Alliance Mortgage, LLC.