Low interest rates alone don’t protect your portfolio. Prepayment penalties, hedge expirations, restrictive covenants, and concentrated maturities can trap assets, reduce cashflow, and limit your ability to act when opportunities arise. CRE operators need a capital stack that works with their business plan and avoids locking assets or limiting options.
This free whitepaper provides a practical playbook for structuring debt and equity layers to reduce hidden costs, maintain optionality, and support portfolio-level decision-making. It covers frameworks for evaluating trade-offs, scenario-based stress tests, and simple rebalancing strategies that help operators refinance, sell, or reposition assets while preserving cashflow.
What you’ll learn:
- Why headline rates can be misleading. Discover how early-exit costs, hedge timing, and covenant structures can quietly raise your effective borrowing costs.
- Balancing flexibility and return. Evaluate exit, term, collateral, and control options to align debt with real-world execution.
- Structuring for execution. Use step-down prepayments, release spreads, and hybrid debt approaches to preserve refinancing and sale options.
- Portfolio-level risk management. Stagger maturities, align hedge expirations, and apply rebalancing triggers to prevent cashflow gaps.