Capital MarketsAdvisory Group

At Faris Lee we never treat real estate like a commodity. Commercial Real

Estate is complex. It’s decidedly tenant-driven and completely market-

centric. That is why we established a collaborative and highly creative

culture — to set the industry standard in retail investment, capital markets,

and client service.

Faris Lee’s Capital Markets is a commercial real estate capital advisory group disciplined in structured finance and private equity. We work with owners, investors, and developers of commercial real estate. We raise capital through institutional, private, and family office investors to fund projects across all asset types.

We have represented a broad array of clients from entrepreneurs to major enterprises. We use sophisticated financial analysis, solid market data, and an unparalleled network of high-level investor and lender relationships to deliver

compelling solutions tailored to our clients’ goals.

One Team. One Company:Moving Markets and Maximizing Value.

Real Estate is Not a Commodity

Expansive RelationshipsStrong relationships with a wide array of global capital sources that borrowers can tap for innovative capital markets solutions. Constant contact with capital providers allows us to determine exactly what’s available and the requirements. That permits us to deliver the best possible capital solutions and terms in any market or cycle.

Personalized ApproachFinding the right capital partner requires an in-depth understanding of owner operators and their properties. Our white-glove approach translates into higher closing rates. Our detailed property evaluations help lenders and equity providers achieve a high level of comfort with investment opportunities presented.

Exceptional Market KnowledgeOur deep experience with financing allows us to structure the best possible transaction and terms for our clients. We can assist in arranging highly structured financing utilizing senior and subordinate/mezzanine components, as well as traditional acquisition and renovation financing, construction financing and permanent financing for all property types.

Capital Markets Team We are exclusively focused on sourcing debt & equity for commercial real estate properties. We provide a full range of real estate financial services, including senior and subordinate financing, construction financing, recapitalizations, joint venture and programmatic equity, and structured financing.

Local Market Expertise through X-TeamThrough its recent strategic partnership with X-Team Retail Advisors, a nationwide partnership of senior local market experts, Faris Lee offers a fully integrated platform with disciplined expertise in landlord leasing, tenant representation, capital markets, and investment sales.

What is Capital Markets?

At Faris Lee, we believe controlling the finance process is crucial to the profit, timing, and certainty of closing an investment transaction. Therefore, we provide comprehensive and integrated services, inclusive of investment sales, debt placement, structured finance, recapitalization, and equity.

The Capital Markets Group provides:

Advisory Services Including:

• Recapitalization

• Loan restructuring

• Discounted loan payoffs

• Mortgage banking including senior first mortgage debt, mezzanine

debt and bridge loans

• Third party capital including equity, preferred equity, and rescue equity

Debt and Equity Solutions for all Property Types Natiowide:

• Retail

• Office

• Industrial

• Multifamily

• Self-storage

• Construction projects

• Hospitality / Senior Living

Services

JAY QUINNSenior Managing Director

Mr. Quinn is the Senior Managing Director of Capital Markets at Faris Lee Investments. Mr. Quinn’s primary focus is on origination, structuring, and marketing of debt and equity finance transactions across the United States. His areas of expertise include arranging project debt and joint venture or preferred equity financing for all types of commercial real estate, programmatic joint ventures and investment funds. Mr. Quinn has significant long term relationships with national, regional and local funding sources including, but not limited to, agency lenders (e.g. Fannie Mae, Freddie Mac), regional and national commercial banks, CMBS lenders, life insurance companies, debt funds, REITs, and private and public funds.

Mr. Quinn has over 30 years of real estate experience focused on both debt and equity in commercial real estate, diversified investment operations, portfolio management, and structured finance. Mr. Quinn has completed approximately $800 million of development transactions and approximately $3.4 billion in financing, capital market transactions and debt/equity placements. He has also assisted in more than 500 note sales, participated in the disposition of more than $2 Billion in assets, as well as completing over $9.1 Billion in commercial property restructuring and discounted payoffs.

KIRT BOULTINGHOUSESenior Managing Director

Kirt joined Faris Lee to provide solutions for emerging and best-in-class real estate owner operators and developers who wish to access the capital markets with better investment alignment.

Kirt is responsible for overseeing Faris Lee’s capital markets business development, strengthening equity relationships, and representing sponsors with their local and national capital requirements.

Prior to joining Faris Lee, Kirt spent two decades at some of the largest private equity firms in the US including Trammell Crow and Donahue Schriber, and contributed to the growth, origination, structuring, sourcing, underwriting, negotiation, capitalization and investment of assets across multiple product types, size ranges, classes and geographies. Kirt’s transaction experience includes, retail, multifamily, industrial, office, hospitality, student housing, self-storage and senior living, and has deep relationships ranging from family offices, RIAs, trusts, ultra-high net worth individuals, private equity, endowments, foundations, pensions and large funds.

Kirt holds a degree from The University of Arizona and currently resides in Laguna Beach with his wife Caroline, and his three children (Sophia, Otis and Katie). He is also an active participant in industry organizations including ULI, NAIOP, NMHC and ICSC.

Leadership Team

Case

Stu

dies

Capital Source: DEBT FUND

Asset Type: OFFICE

Loan Requested: $23,500,000

Loan Type: BRIDGE

Loan Terms: 70% LTV

Recapitalization

Capital Source: CREDIT UNION

Asset Type: RETAIL

Loan Requested: $3,500,000

Loan Type: DEBT

Loan Terms: 70% LTV

Refinance

Capital Source: BANK

Asset Type: LAND

Loan Requested: $1,495,000

Loan Type: DEBT

Loan Terms: 65% LTV

Refinance

75,000 SF

Asset Type: Office

Debt: $19,000,000

Capital Source: BANK

Asset Type: MULTI-FAMILY

Loan Requested: $32,800,000

Loan Type: DEBTZ

Loan Terms: 80% LTV

Acquisition

Scripps Plaza

Tangerine Crossing

4th Ave. & Camelback

College Station

Mission Springs

San Diego, CA

Chandler, AZ

Phoenix, AZ

San Diego, CA

Jacksonville, FL

250,477 SF

Asset Type: Office

Debt: $36,000,000

Mezz: $4,000,000

79,000 SF

Asset Type: Retail

Debt: $10,000,000

160 units

Asset Type: Multifamily

Debt: $22,000,000

450,000 SF

Capital Source: Debt Fund/

Family Office

Asset Type: Office

Debt: $57,500,000

Equity: $29,500,000

450,000 SF

Capital Source: Debt Fund/

Family Office

Asset Type: Office

Debt: $57,500,000

Equity: $29,500,000

Sage Apartments

McBee Station

North Pointe

Lone Peak

Gosset on Church

Draper, UT

American Fork, UT

Greenville, SC

Phoenix, AZ

Jacksonville, FL

Case

Stu

dies Shops St. Kanawha

The Olympic

Pacific Tech Park

Champions View

300,000 SF

Capital Source: Debt Fund

Asset Type: Retail

Debt: $19,500,000

1.5M SF

Capital Source: Debt Fund

Asset Type: Mixed Use

Debt: $58,000,000

326 Units

Asset Type: Multifamily

Debt: $32,700,000

Equity: $10,000,000

Capital Source: CMBS

Asset Type: Office Portfolio

Debt: $95,000,000

Dallas, TX

San Diego, CA

Orlando, FL

Charleston, WV

At Faris Lee Investments

We protect, enhance, and create value.

We are strategic, surgical, and creative.

We engineer our teams to fit the project and client.

We treat each other with integrity, dignity, and respect.

We share openly and completely for the benefit of our clients and each other.

We are committed to superior quality standards.

18301 Von Karman Avenue, Suite 800, Irvine, CA 92612P (949) 221-1800 F (949) 221-1830 farislee.com

JAY QUINNjquinn@farislee.comP (949) 221-1804

KIRT BOULTINGHOUSEkboultinghouse@farislee.comP (949) 221-1816