Many LPs and wealth managers see the same pattern in commercial real estate. The inbox fills with decks that are light on numbers, sponsors present optimistic rent or exit cases, and the real work of underwriting still sits on internal teams that are already stretched. Good assets exist, yet the path from first look to committee approval is slow and uneven.
The Commercial Real Estate LP Deal Club is built for allocators who already write tickets and want fewer, better prepared opportunities. You pay a single annual membership fee and receive a focused stream of commercial real estate deals where we have direct access to the sponsor and have already done a first pass on the numbers, structure and risks. You stay in control of every investment decision and work through your own processes and advisers. Membership is reserved for professional and accredited investors, subject to eligibility and compliance checks.
Every opportunity presented to the club arrives as a complete file, not a teaser. The aim is to give LPs and wealth managers the material they need to brief partners or committees without rebuilding the case from scratch.
The goal is simple: less time spent cleaning up sponsor materials and more time deciding whether the risk and return make sense.
Wealth managers can focus on client fit, tax and allocation questions while relying on a consistent base of deal information.
The club runs on simple, transparent terms. The fee pays for sourcing, screening, materials and access. Members keep full control over their own investment choices and economics at deal level, subject to each transaction's documents.
The process is designed so that members know what to expect from first contact through to closing and monitoring.
The club is for LPs, family offices, independent sponsors and wealth managers who already allocate to commercial real estate and want a smaller number of better prepared deals. Members are expected to be able to deploy capital and to have their own internal or external advisers for legal, tax and investment decisions.
On each live deal you receive an investment memo, full financial model, data room access, a summary of sponsor economics and governance, and access to sponsor calls or recordings. The material is assembled so that you can brief your team or clients without rewriting the entire case.
No. The club provides information and controlled access to opportunities for professional and accredited investors only. We do not provide personal investment advice. We do not make public offers of securities. Members decide for themselves whether to invest, how much to commit and on what terms, in discussion with their own advisers. Membership and any deal participation are subject to KYC, AML, sanctions checks and applicable securities rules, and some jurisdictions may be excluded.
The 10,000 USD annual fee covers membership, sourcing, memos, models, data rooms and calls. Any fees at deal or vehicle level are disclosed inside the documents for that transaction. There are no hidden success fees charged to members through the club, beyond what is clearly shown in each deal.
If you want access to this commercial real estate deal flow, complete the onboarding form and indicate that you wish to join the Commercial Real Estate LP Deal Club. We will review your information, send the membership agreement and payment instructions, and once everything is signed and settled you will start receiving commercial real estate deal memos and models with the next batch of opportunities.
Apply To Join The CRE LP Deal ClubDisclaimer: This page is for general information only and does not constitute advice, an offer or a solicitation to buy or sell any security or financial product. References to commercial real estate, sponsors, vehicles and structures are high level and may not reflect the details of your situation. The Commercial Real Estate LP Deal Club is intended for professional and accredited investors and relevant firms. Any membership or investment is subject to underwriting, KYC, AML, sanctions screening, legal review and approvals by the relevant parties. You should obtain your own legal, tax and investment advice before making any commitment.
Submit your deal using our secure intake form, and receive a quote within 1-3 business days. Existing clients can connect with their relationship manager through our secure web portal.
All submissions are
promptly reviewed, and all communications are conducted through the intake form or the client portal for a seamless and secure process.
Thank you for considering working with us. A nominal fee of US$500 is required upon completion of each form. This fee covers the time and effort we invest in reviewing your submission and crafting a thorough proposal. We receive numerous inquiries and prioritize those that carry this fee, ensuring serious applicants receive prompt attention.
Tap into solutions like letters of credit, bank guarantees, and payment facilitation. We address the challenge of global transaction risk through structured strategies that foster cross-border growth. Complete the form to unlock streamlined funding aligned with your commercial objectives.
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All mandates start with an RFQ. We review submissions, issue a brief Go/No-Go memo, and where bankable, release a Term Sheet that leads to funding. We arrange capital across Senior Secured, Unitranche, Second Lien/Mezzanine, Preferred Equity, and Gap Solutions. We do not process deals by email or chat.
Letters of Credit, Standby LCs, Confirmations, Receivables Finance, and Inventory Lines with control.
Funding arranged for trade flows with instruments sized to your cycle and aligned to delivery and settlement.
Move forward to secure working capital and keep goods moving. Submit the RFQ to start underwriting for funding.
Limited or non-recourse structures for energy and infrastructure with lender-ready materials.
Funding solutions aligned to project cash flows with credible covenants and conditions to reach notice to proceed.
Advance the file to termable status. Submit the RFQ so we can underwrite and secure funding.
Debt and Preferred solutions anchored on cash flow, Quality of Earnings, and clear closing mechanics.
Funding across senior, unitranche, and preferred to match stable cash flows and acquisition timelines.
Get financed on workable terms for closing. Submit the RFQ to start underwriting.
Acquisition, development, bridge, and refinance with lender-ready packs and third-party reports managed.
Funding calibrated to DSCR, leverage, and tenancy with terms designed to close.
Move to a financeable package. Submit the RFQ to initiate underwriting for funding.
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Financely Inc. (“Financely”) provides corporate-finance advice and is wholly owned by Aurora Bay Trust, a trust formed under Bahamian law, together with its authorized affiliates. Depending on deal structure, jurisdiction, and local rules, engagements may be carried out through Financely Group LLC, a non-deposit-taking, non-banking financial company; Ashford Capital Advisory LLC; or another related entity.
Financely and its affiliates are not registered as securities broker-dealers and do not execute securities transactions or hold client funds or securities. When a mandate involves the purchase or sale of securities and a registered intermediary is required, any orders are introduced to and executed by one or more independent U.S. broker-dealers registered with the SEC and FINRA. Those broker-dealers are solely responsible for trade execution, custody, and related regulatory obligations. Nothing in this material constitutes an offer, solicitation, or recommendation to buy or sell any security or to engage in any specific transaction. Before engaging Financely Group LLC, Ashford Capital Advisory LLC, or any affiliate, you are responsible for confirming that such engagement complies with your own legal, regulatory, tax, and other requirements. In the United States, certain advisory activities may be conducted in reliance on exemptions available under the Investment Advisers Act of 1940, including the “foreign private adviser” exemption where applicable. Our services and regulatory status may vary by jurisdiction and by transaction type.
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