Below, please find a current overview/bullet points for my firm. This is our introductory letter to begin a new relationship. It has been, and continues to be, a very effective tool for us:
We have also commenced new lines of business to assist in the reduction of credit card expense for clients who have a minimum of $1,000,000 per year in Visa and Mastercard charges as well as various debit cards. This service analysis is provided at no cost to the client. If there is a savings from current usage servicing and the client desires to change to our service, there is no cost to the client for the changeover. A second is to provide tenant improvement financing. This has been completed in the recent past by Fortune 500 firms.
An additional new line is for the assistance in arranging for any available tax credits on a Federal, State or local basis for companies that qualify for the credits. This can be most beneficial when utilized properly.
I was recently requested to join UBS, which I elected not to pursue. Alternatively, we have created a soft arrangement with a world class international bank thru their Los Angeles office for us to provide them with product that fits their criteria and them to provide services to us such as verification of funds, use of their offices for meetings when they and my office agree this is appropriate and other services of mutual benefit. The name of this bank is available as needed/requested.
As an example of our creative financing, we have identified an innovative and attractive financing program which provides a higher yield with less equity down for ground buyouts with a lease back. The owner of the property retains the ability to lease the improvements. In this current market, it is typically much more attractive than traditional bank type financing. It is a vehicle for hotels, retail centers, office, industrial and apartments - any commercial cash-flowing property will be considered, as long as the deal size is preferably $15 Million plus (smaller size acceptable if in NYC metro area,
Please kindly provide us with those transactions that do not fit within your funding parameters thru your available sources. We are more than pleased to pay referral fees if we close a deal.
Additionally, we are pleased to provide comfort that we can perform upon request as well as provide references and advise your availability to discuss opportunities of possible mutual interest.
As evidence of the ability to perform, we recently provided escrow/title with a soft proof of funds for up to $500,000,000 for real estate acquisitions.