Commercial real estate client reviews for Financely: acquisition and disposition advisory, underwriting, marketing materials, JV equity and debt structuring.
"Financely acted as our exclusive buy-side advisor on the $180 million acquisition of a Class-A office portfolio in downtown Chicago. Their market intelligence, off-market sourcing, and rigorous underwriting gave us a clear edge in a competitive process. They also structured the joint venture equity and debt stack with strong coordination. Outstanding execution from start to closing."
"We were targeting value-add retail centers in secondary markets and needed better deal flow. Financely sourced three off-market opportunities, ran a disciplined screening process, and guided us to the best one. Their materials were clean, the diligence workstream was well-managed, and we stayed on schedule without losing leverage in negotiations."
"Financely advised us on the disposition of a 400,000 sq ft industrial park. Their outreach was targeted and reached institutional buyers we had not previously engaged. The competitive process helped drive pricing materially above our underwriting, and the team stayed responsive through buyer Q&A, terms, and closing."
"As an institutional investor entering the U.S. multifamily market, we relied heavily on Financely for acquisition support. They provided detailed submarket work, ran tours and diligence efficiently, and helped negotiate favorable terms on a 300-unit garden-style community in Atlanta. Their process discipline and attention to details reduced friction with internal approvals."
"Financely helped us secure and close a prime development site for a mixed-use project in Denver. From LOI through diligence and financing contingencies, they were proactive and thorough. They also introduced lenders who understood ground-up construction risk and the realities of entitlement timing. Strong partner for complex acquisitions."
"We engaged Financely to market and sell a trophy office building in Manhattan. Their materials were sharp, including a clear investment narrative and lender-ready financial analysis. The process was transparent, and they generated multiple above-asking offers within 60 days. High-quality marketing and tight deal management."
"Financely ran a strong sell-side process for our single-tenant net-lease portfolio. Their understanding of 1031 exchange buyers, tenant credit, and lease structures helped maximize value. The buyer universe was exactly right and the negotiation work secured clean terms with limited churn late in the process."
"On the buy-side for a core-plus logistics facility near the Port of Los Angeles, Financely delivered excellent support. They identified the asset off-market, coordinated diligence thoroughly, and helped structure assumable debt that improved our return profile. The team stayed ahead of issues and kept the transaction moving."
"We have worked with many brokers, but Financely’s combination of strategic advisory and high-impact marketing stood apart. They helped us reposition a distressed retail center before launch, then executed outreach that brought in credible national buyers. We achieved a sale price above expectations in a difficult market."
"Financely supported our entry into the U.S. data center sector with discreet acquisition advisory. Their sector knowledge, confidentiality, and ability to navigate joint venture structures were critical. They sourced a mission-critical facility off-market and guided us through a smooth closing with strong control of counterparties and timelines."
"Financely marketed our suburban office campus during a tough leasing environment. Their story led with redevelopment potential and realistic underwriting, which attracted creative buyers without wasting time. They ran a competitive process, managed diligence carefully, and closed on schedule with strong contract terms."
"We partnered with Financely on a portfolio recapitalization involving preferred equity for a multifamily portfolio. Beyond capital markets work, they supported acquisition diligence on two add-on properties and kept a single integrated workstream across parties. Strong structuring instincts, clear communication, and consistent execution through closing."
Financely advises growth-focused businesses on accessing capital by introducing their opportunities to professional investors. Financely is not a securities broker or dealer. Where appropriate, engagements are coordinated with regulated broker-dealers, investment banks, legal counsel, and other specialists.
Financely does not solicit, offer, or accept orders to buy or sell securities and makes no assurance regarding capital-raising outcomes.
Services are strictly business-to-business. Financely does not provide personal finance, consumer credit, or retail advisory services.
Advisory services are reserved for post-revenue companies that recognize the time and resources required for professional underwriting.
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.
KYC and Source of Funds required. Engagements are best-efforts and subject to underwriting. Preference for operating companies with meaningful revenue. See our FAQ and Procedure.
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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