Strategic Financing: US Capital Global Supports Real Estate Investment Firm with $100MM Credit Facility

Real Estate Investment Firm

Global private financial group headquartered in San Francisco provides customized financial advisory services to commercial real estate investment firm in the South Central region of the United States.

SAN FRANCISCO, February 2024US Capital Global has advised on $40 million revolving line of credit, scalable to $100 million, for a commercial real estate investment firm (the “Company”) based in the South Central region of the United States. The Company focuses its investments on cashflow-generating properties with the aim of delivering superior returns while creating long-term value.

With global headquartered in San Francisco and principal offices in Dallas, Philadelphia, Miami, New York, London, and Dubai, US Capital Global is a full-service global private financial group with an established track record in corporate finance, asset management, and capital formation services. All private placements, securities, and other related services are offered by the group’s FINRA-member broker-dealer affiliate, US Capital Global Securities LLC.

“We are pleased to have advised this real estate investment firm on a $40 million debt financing initiative, with scalability to $100 million,” noted Ish Spencer, Managing Director and Partner at US Capital Global. “The Company sought to optimize the value of its equity and secure liquidity from its stabilized multi-family portfolio through additional leverage, all while avoiding the need to refinance its conventional senior loans at the property level. US Capital Global played a strategic financial role, providing meticulous guidance on the facility’s structure, portfolio accounting and reporting, project timelines, and funding requirements.”

About US Capital Global

Founded in 1998, US Capital Global offers a range of advanced financial solutions, including debt, equity, and investment products customized for middle-market enterprises and investors. The firm oversees direct investment funds while delivering comprehensive wealth management and investment banking services, encompassing M&A strategies and capital raising expertise. Among the notable entities within the consortium are US Capital Global Investment Management LLC, US Capital Global Wealth Management LLC, and US Capital Global Securities LLC, an SEC-registered broker-dealer and member of FINRA. To learn more, visit

To learn more about US Capital Global, email Jeffrey Sweeney, Chairman and CEO, at or call +1 415-889-1010.

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