Our Portfolio

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Here are our most recent projects.

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2025 Recent Projects

San Leandro, CA | 21 Units
$2,500,000, 5 year fixed @ 5.92%
Kevin Kwan, Senior Loan Advisor

Stockton, CA | 56 Units
$6,800,000, 5 year fixed @ 5.997%
Kevin Kwan, Senior Loan Advisor

2024

Oakland, CA | 6 Units
$675,000, 5 years fixed @ 6.91%
Kevin Kwan, Senior Loan Advisor

Oakland, CA | 10 Units
$1,365,500, 5 year fixed @ 6.91%
Kevin Kwan, Senior Loan Advisor

Emeryville, CA | 10 Units
$1,000,000, 5 years fixed @ 5.80%
Kevin Kwan, Senior Loan Advisor

Oakland, CA | 10 Units
$1,235,000, 5 years fixed @ 6.408%
Kevin Kwan, Senior Loan Advisor

Hayward, CA | 6 Units
$900,000, 5 year fixed at 5.65%
Kevin Kwan, Senior Loan Advisor

Hayward, CA | 6 Units
$900,000, 5 year fixed at 5.65%
Kevin Kwan, Senior Loan Advisor

Mountain View, CA | 7 Units
$1,300,000, 5 years fixed @ 5.605%
Kevin Kwan, Senior Loan Advisor

2023

  • $2,520,000, 10 years fixed @ 5.568% Kevin Kwan, Senior Loan Advisor

2022

  • $2,520,000, 10 years fixed @ 5.568% Kevin Kwan, Senior Loan Advisor

  • $918,750, 3 years fixed @ 4.40%

    Kevin Kwan, Senior Loan Advisor

  • $1,615,000, 5 years fixed @ 3.60%

    Kevin Kwan, Senior Loan Advisor

  • $1,250,000, 10 years fixed @ 3.453%

    Kevin Kwan, Senior Loan Advisor

  • $1,012,500, 7 years fixed @ 3.56%

    Kevin Kwan, Senior Loan Advisor

  • $1,115,000 , 3 years fixed @ 6.10%

    Kevin Kwan, Senior Loan Advisor

  • $2,292,000, 5 years fixed @ 3.75%

    Kevin Kwan, Senior Loan Advisor

  • $2,650,000, 7 years fixed @ 3.50%

    Kevin Kwan, Senior Loan Advisor

  • $3,000,000, 5 years fixed @ 3.15%

    Kevin Kwan, Senior Loan Advisor

  • $1,000,000, 5 years fixed @ 4.75%

    Kevin Kwan, Senior Loan Advisor

  • $3,000,000, 7 years fixed @ 3.85%
    Kevin Kwan, Senior Loan Advisor

  • $3,090,000, 5 years fixed @ 3.50%
    Kevin Kwan, Senior Loan Advisor

  • $1,015,000, 5 years fixed @ 3.20%
    Kevin Kwan, Senior Loan Advisor

2021

  • $5,110,000, 7 years fixed @ 3.05%
    Kevin Kwan, Senior Loan Advisor

  • $4,300,000, 5 years fixed @ 3.50%
    $1,050,000 is advanced upon completion of unit conversions | Multifamily and Retail Mixed Use
    Kevin Kwan, Senior Loan Advisor

  • $2,897,000, 5 years fixed @ 3.15%
    Kevin Kwan, Senior Loan Advisor

  • $3,845,000, 7 years fixed @ 3.40%
    Kevin Kwan, Senior Loan Advisor

  • $7,850,000, 5 years fixed @ 3.15%
    20% annual repayment of principal without penalty
    Financed with a second loan on title
    Kevin Kwan, Senior Loan Advisor

  • $2,170,000, 5 years fixed @ 3.20%
    20% annual prepayment of principal without penalty
    Kevin Kwan, Senior Loan Advisor

  • $1,770,000, 5 years fixed @ 3.25%
    Mixed Use
    Kevin Kwan, Senior Loan Advisor

  • $1,000,000, 7 years fixed @ 3.20%
    Kevin Kwan, Senior Loan Advisor

  • $1,698,000, 10 years fixed @ 3.66%
    Prepay: 6 years
    Kevin Kwan, Senior Loan Advisor

  • $3,520,000, 10 years fixed @ 3.54%
    3 years of interest only
    No tax returns required
    Kevin Kwan, Senior Loan Advisor

  • $1,057,500, 5 years fixed @ 3.52%
    Kevin Kwan, Senior Loan Advisor

  • $1,050,000, 7 years fixed @ 4.25%
    Kevin Kwan, Senior Loan Advisor

  • $3,600,000, 5 years fixed @ 3.09%
    Kevin Kwan, Senior Loan Advisor

  • $862,500, 30 years fixed @ 6.24%
    75% LTV, Private Money Loan
    Kevin Kwan, Senior Loan Advisor

  • $660,000, 5 years fixed @ 3.40%
    Kevin Kwan, Senior Loan Advisor

  • $945,000, 7 years fixed @ 3.45%
    Up to 20% annual repayment of principal
    Kevin Kwan, Senior Loan Advisor

  • $3,243,000, 7 years fixed @ 3.65%
    20% annual prepayment of principal without penalty
    Kevin Kwan, Senior Loan Advisor

  • $2,800,000, 10 years fixed @ 3.352%
    Kevin Kwan, Senior Loan Advisor

2020

  • $2,555,000, 7 years fixed @ 3.50%
    3 years of interest only
    Kevin Kwan, Senior Loan Advisor

  • $1,030,000, 5 years fixed @ 3.20%
    Kevin Kwan, Senior Loan Advisor

  • $3,670,000, 10 years fixed @ 3.37%
    No tax returns
    Kevin Kwan, Senior Loan Advisor

  • $485,000, 7 years fixed @ 3.85%
    Kevin Kwan, Senior Loan Advisor

  • $3,700,000, 10 years fixed @ 3.70%
    Kevin Kwan, Senior Loan Advisor

  • $2,152,000, 7 years fixed @ 3.80%
    Kevin Kwan, Senior Loan Advisor

  • $3,400,000, 5-year fixed @ 4.20%
    Foreclosure on record | 3 years prepaid
    Kevin Kwan, Senior Loan Advisor

  • $810,000, 5 years fixed @ 4.00%
    Kevin Kwan, Senior Loan Advisor

  • $3,705,000, 5 years fixed @ 3.30%
    Non-recourse
    Kevin Kwan, Senior Loan Advisor

  • $2,800,000, 7 years fixed @ 3.42%
    No tax returns
    Kevin Kwan, Senior Loan Advisor

  • $500,000, 5+5 years @ 3.70%
    Kevin Kwan, Senior Loan Advisor

  • $2,602,500, 10 years fixed @ 3.95%
    Kevin Kwan, Senior Loan Advisor

  • $560,000, 5 years fixed @ 3.85%
    Kevin Kwan, Senior Loan Advisor

  • $1,350,000, 7 years fixed @ 3.80%
    Kevin Kwan, Senior Loan Advisor

  • $3,200,000, 5 years fixed @ 3.52%
    Short prepay: 3, 2,1%
    Kevin Kwan, Senior Loan Advisor

  • $3,500,000, 5 years fixed @ 3.20%
    Up to 20% annual repayment of principal without penalty
    Kevin Kwan, Senior Loan Advisor

  • $2,500,000, 10 years fixed @ 3.95%
    No tax returns | Up to 20% early repayment of principal annually
    Kevin Kwan, Senior Loan Advisor

  • $2,750,000, 10 years fixed @ 3.721%
    Kevin Kwan, Senior Loan Advisor

  • $3,380,000, 5 years fixed @ 4.10%
    Kevin Kwan, Senior Loan Advisor

  • $3,830,000, 10 years fixed @ 3.95%
    Kevin Kwan, Senior Loan Advisor

  • $4,670,000, 7 years fixed @ 3.75%
    Kevin Kwan, Senior Loan Advisor

2019

  • 40 Units
    Loan Amount: $4,300,000
    Rate: 3.95%
    10 years fixed
    5 years of interest only

  • 43 units
    Max cash out
    Loan Amount: $2,210,000
    Rate: 4.40%
    5 Years Fixed

  • 8 units
    Loan Amount: $959,000
    Rate: 4.30%
    5 Years Fixed
    Chapter 11 on record

  • 24 units
    Loan Amount: $2,700,000
    Rate: 4.25%|
    10 Years Fixed
    5 years of interest only

  • 15 Units
    Loan Amount: $2,500,000
    Rate: 4.08%
    10 years fixed

  • 32 units
    Loan Amount: $1,780,000
    Rate: 4.16%
    10 Years Fixed

  • 10 units
    Loan Amount: $1,260,000
    Rate: 4.30%
    5 Years Fixed
    Chapter 11 on record

  • 8 units
    Loan Amount: $1,400,000
    Rate: 4.67%
    10 Years Fixed

  • 12 units + 1 house
    Loan Account: $1,500,000
    Rate: 3.90%
    5 years fixed
    Included a neighboring house in the loan

  • 22 units
    Loan Amount: $2,975,000
    Rate: 4.06%
    10 Years Fixed

  • 10 units
    Refinance
    Max cash out
    Loan Amount: $2,587,500
    Rate: 4.58%
    5 Years Fixed

  • 40 units
    Refinance
    Loan Amount: $6,650,000
    Rate: 3.82%
    10 Years Fixed
    5 years of interest only

  • 24 units
    Loan Amount: $10,300,000
    Rate: 3.80%
    7 years fixed
    Competed against life company and won

  • 11 units
    Loan Amount: $4,000,000
    Rate: 4.20%
    10 Years Fixed

  • 10 units
    Refinance
    Max cash out
    Loan Amount: $2,587,500
    Rate: 4.58%
    5 Years Fixed

  • 13 units
    Non-recourse
    No tax returns needed
    Rate: 4.30%
    10 Years Fixed

2018

  • 6 units
    4,008 SF
    Loan Amount: $800,000
    Rate: 4.50%
    5+5 Years Fixed

  • 20 units
    15,000 SF
    Loan Amount: $2,900,000
    Rate: 4.40%
    10 Years Fixed

  • 12 units
    9,760 SF
    Loan Amount: $1,700,000
    Rate: 4.63%
    10 Years Fixed

  • 7 units
    8,008 SF
    Loan Amount: $2,529,000
    Rate: 4.32%
    7 Years Fixed

  • 20 units
    17,484 SF
    Loan Amount: $2,500,000
    Rate: 4.62%
    10 Years Fixed

  • 16 unit
    9,500 SF
    Loan Amount: $2,850,000
    Rate: 3.50%
    5 Years Fixed

  • 14 tenants
    45,279 SF
    Loan Amount: $8,100,000
    Rate: Confidential
    10 Years Fixed

  • 12 units
    8,480 SF
    Loan Amount: $1,674,000
    Rate: 4.50%
    10 Years Fixed

Partial list. Additional examples upon request.