Issue link: http://deals.uberflip.com/i/1538920
Texas-Based Premier Private Real Estate Lending Company #68724 Sign NDA ► BUSINESS HIGHLIGHTS Location: Texas 2025 Est. Revenue $5,300,000 2025 Est. EBITDA $3,125,000 DISCLAIMER: All information contained in this document has been provided by the subject company to Generational Equity and while believed to be correct has not been verified. Accordingly, Generational Equity makes no representations or warranties as to the accuracy and truthfulness of such information. The recipient hereof acknowledges that Generational Equity shall not be liable for any loss or injury suffered by said recipient in any way connected to the delivery by Generational Equity of this document. At all times Generational Equity and its affiliate network members is an agent for the seller and not for the buyer. Generational Equity's fees are paid by the seller. Troy Blakely Vice President - M&A Email: tblakely@generational.com Office: 469-828-2856 Generational Equity, LLC 3400 N. Central Expressway, Ste. 100 Richardson, TX 75080 Fax: 972-392-8564 The Company is a premier private lending firm specializing in tailored financial solutions for real estate investors. For over 10 years, the Company has provided bridge loans, Non-QM or DSCR loans, and conventional financing to real estate investors, focused mostly on non-owner-occupied single-family and small multi-family properties. Uti- lizing an experienced team with a 6-year average tenure, the Company employs a hands-on ap- proach to loan servicing, ensuring strong cash flow predictability and an impressively low foreclosure rate. INVESTMENT BANK OF THE YEAR 2016 - 2017 - 2018 INVESTMENT APPEAL Proven Lending Model: The Company operates with a disciplined, risk-based pricing model that prioritizes borrower quality to maintain a high-performing loan portfolio, accounting for FICO scores, liquid and non-liquid assets, and real estate investment experience. This meticulous approach enables the Company to work with top-tier clients, ensuring consistent loan performance with only 15 foreclosures in its 10+ year history. Diversified Customer Base: Over the historical period, the Company experienced no significant customer concentration and its diversified customer base will ensure the Company will not be significantly impacted by the loss of a single account. The Company has over 25,000 contacts in its CRM, leading to continuing diversification of its borrower base. Robust Operational Framework: The Company's operations are supported by advanced technology and structured processes designed for streamlined workflows, strong automations, real-time data sharing, and effective client communication. Licensed inspectors and a senior project manager oversee property inspections and draw processes, ensuring all loans are managed with the highest standards of quality and compliance. KEY STATISTICS Avg FICO Score: 749 Avg LTV: 73% Avg Borrower Assets: $328,000 Avg Loan Amt.: $206,000 Avg Online Review: 4.9/5.0