Where complex capital demands meet certain execution. Real financing solutions engineered by Occasio Capital
Portfolio
Here are some of our past projects
The Asset:
Industrial
Commercial
Crosby Texas Picture
Capital Stack: Adquisition and rehab for 18 wheeler tire shop.
Loan Amount: 875.000
The advisory fix: Engineered a expansion-focused loan structure using cross-collateralized equity from a 30-year legacy location to finance 100% of the land and warehouse acquisition plus 50% of construction costs for a new commercial tire facility.
The Asset:
6 Homes in Dallas, Texas
Capital Stack: Portfolio- Fix and Flip 6 homes.
Loan Amount: 1.187.000
The advisory fix: Engineered a high-leverage 6-property portfolio loan providing 92% LTV on acquisition and 100% of renovation funding to maximize ROI on a high-margin portfolio deal.
The Asset:
7 Homes in Houston, Texas
Capital Stack: Ground Up Construction
Loan Amount: 1.547.000
The advisory fix: Delivered comprehensive advisory and ground-up construction financing for a foreign national’s inaugural Houston development project, managing the deal pipeline from concept through capitalization.
The Asset:
Single Family West Palm Beach, Florida
Capital Stack: Fix and hold
Loan Amount: 575.000
Capital Stack: DSCR- Loan Amount: 617,500
Loan Amount:1.200.000
The advisory fix: We help investor to secure financing on this fix and flip for purchase and also in the long term loan for his refinance to 30 years.
The Asset:
Single Family in Dallas, Texas
Capital Stack: DSCR
Loan Amount: 970.000
The advisory fix: Executed a cash-out refinance for a newly renovated rental property in a high-demand market, unlocking equity while securing long-term cash flow.
The Asset:
Luxury Home in Conroe, Texas
Capital Stack: Ground Up Construction
Loan Amount: 876,588
The advisory fix: Capitalized on four years of land equity to secure full construction financing for a luxury custom home, maximizing the borrower’s existing collateral to minimize out-of-pocket cash.
The Asset:
Duplex in Salem, New Hampshire
Capital Stack: DSCR
Loan Amount: 600.000
The advisory fix: Secured acquisition financing for a vacant New Hampshire duplex, enabling a new investor to establish a footprint in the local multi-family market
The Asset:
Capital Stack: Bridge
Loan Amount: 685.000
The advisory fix: Provided loan for non-warrantable condo, where the borrower also had a complex credit profile, and requirement for a short-period closing.
The Asset:
Duplex in Houston, Texas
Capital Stack: Ground Up Construction
Loan Amount: $344.800
The advisory fix: Advised new builders from initial kickoff and throughout process to obtain funding for first project. Now onto their third successful project all residential multifamily.
The Asset:
Single family home Conroe, Texas
Capital Stack: Ground Up Construction
Loan Amount: $381,500
The advisory fix: Leveraged experience for borrower to obtain favorable terms for his first financed project.
The Asset:
Single Family Homes
Cartersville, GA & Silver Creek, GA
- Capital Stack: Fix and Flip Cartersville
- Loan Amount: $123,335
- Capital Stack: Fix and Hold Silver Creek
- Loan Amount: $140,400
- Loan Amount: $140,400
- Capital Stack: Silver Creek DSCR
- Loan Amount: $197,000
The advisory fix: Successfully advised and placed debt for out-of-state investor and assisted with successful refinance to hold as rental for Silver Creek property.
The Asset:
Single family home Conroe, Texas
Our Services
Here are some of our past projects
Where complex capital demands meet certain execution. Real financing solutions engineered by Occasio Capital
The Asset:
Industrial
Commercial
Crosby Texas Picture
Capital Stack: Adquisition and rehab for 18 wheeler tire shop.
Loan Amount: 875.000
The advisory fix: Engineered a expansion-focused loan structure using cross-collateralized equity from a 30-year legacy location to finance 100% of the land and warehouse acquisition plus 50% of construction costs for a new commercial tire facility.
The Asset:
6 Homes in Dallas, Texas
Capital Stack: Portfolio- Fix and Flip 6 homes.
Loan Amount: 1.187.000
The advisory fix: Engineered a high-leverage 6-property portfolio loan providing 92% LTV on acquisition and 100% of renovation funding to maximize ROI on a high-margin portfolio deal.
The Asset:
7 Homes in Houston, Texas
Capital Stack: Ground Up Construction
Loan Amount: 1.547.000
The advisory fix: Delivered comprehensive advisory and ground-up construction financing for a foreign national’s inaugural Houston development project, managing the deal pipeline from concept through capitalization.
The Asset:
Single Family West Palm Beach, Florida
Capital Stack: Fix and hold
Loan Amount: 575.000
Capital Stack: DSCR- Loan Amount: 617,500
Loan Amount:1.200.000
The advisory fix: We help investor to secure financing on this fix and flip for purchase and also in the long term loan for his refinance to 30 years.
The Asset:
Single Family in Dallas, Texas
Capital Stack: DSCR
Loan Amount: 970.000
The advisory fix: Executed a cash-out refinance for a newly renovated rental property in a high-demand market, unlocking equity while securing long-term cash flow.
The Asset:
Luxury Home in Conroe, Texas
Capital Stack: Ground Up Construction
Loan Amount: 876,588
The advisory fix: Capitalized on four years of land equity to secure full construction financing for a luxury custom home, maximizing the borrower’s existing collateral to minimize out-of-pocket cash.
The Asset:
Duplex in Salem, New Hampshire
Capital Stack: DSCR
Loan Amount: 600.000
The advisory fix: Secured acquisition financing for a vacant New Hampshire duplex, enabling a new investor to establish a footprint in the local multi-family market
The Asset:
Capital Stack: Bridge
Loan Amount: 685.000
The advisory fix: Provided loan for non-warrantable condo, where the borrower also had a complex credit profile, and requirement for a short-period closing.
The Asset:
Duplex in Houston, Texas
Capital Stack: Ground Up Construction
Loan Amount: $344.800
The advisory fix: Advised new builders from initial kickoff and throughout process to obtain funding for first project. Now onto their third successful project all residential multifamily.
The Asset:
Single family home Conroe, Texas
Capital Stack: Ground Up Construction
Loan Amount: $381,500
The advisory fix: Leveraged experience for borrower to obtain favorable terms for his first financed project.
The Asset:
Single Family Homes
Cartersville, GA & Silver Creek, GA
- Capital Stack: Fix and Flip Cartersville
- Loan Amount: $123,335
- Capital Stack: Fix and Hold Silver Creek
- Loan Amount: $140,400
- Loan Amount: $140,400
- Capital Stack: Silver Creek DSCR
- Loan Amount: $197,000
The advisory fix: Successfully advised and placed debt for out-of-state investor and assisted with successful refinance to hold as rental for Silver Creek property.
The Asset:
Single family home Conroe, Texas