Define the collateral
Specify the property types, markets, lien positions, balance range, and situations you can evaluate.
Fitzgerald Advisors · CRE buyer application
Submit a CRE buy box built around collateral and execution fit.
Give the broker desk the commercial real estate debt criteria that matter to your acquisition process: property type, geography, lien position, balance, payment or maturity status, workout posture, capital, servicing, diligence, and timing.
Complete the applicationBuyer mandate
Build your CRE acquisition brief.
Start with the business-level criteria used to screen commercial real estate debt opportunities. Do not send borrower records, appraisals, leases, or property files through the initial form.
Confirm execution capacity
Describe capital, servicing, asset management, legal diligence, and approval requirements at a business level.
Control the first disclosure
Do not send borrower-level records, appraisals, leases, rent rolls, or unredacted loan files through this form.
Submit a CRE loan buyer application covering property type, geography, lien position, balance, workout status, capital, diligence, and timing.
This buyer intake is a first business-level brief, not a public listing or a promise of a transaction. Describe the commercial real estate debt buy box, approximate scale, geography, performance or collateral context, available records, material exceptions, decision authority, confidentiality needs, and timing. Identify the relevant asset population and cutoff date, explain which information is reported or still being reconciled, and distinguish confirmed facts from open diligence questions. State the business objective, preferred process, key dependencies, and who can authorize each next step. Note whether a confidentiality agreement, data room, or internal approval is required before a later file review. The purpose is to determine whether a focused acquisition mandate conversation is appropriate before detailed information moves.
A buyer review typically starts with asset classes, jurisdictions, size range, performance, collateral or lien criteria, capital source, approval path, servicing or workout capacity, diligence requirements, exclusions, and target timing. A completed intake does not represent that an opportunity, allocation, pricing, or transaction is available.
Keep the initial disclosure controlled. Do not submit borrower-level information, account numbers, Social Security numbers, unredacted loan tapes, appraisals, payment histories, title files, court records, or other sensitive materials through this public page. Any deeper review should follow appropriate confidentiality, information-security, diligence, and professional-adviser controls.
If the high-level facts fit the intended path, the next discussion can identify the relevant documentation, buyer or seller readiness questions, and the appropriate controlled process. Transaction, legal, tax, accounting, valuation, servicing, compliance, and investment decisions remain facts-and-parties specific.
The purpose of the initial intake is clarity, not a binding indication or transaction conclusion. Material facts can change as records are reconciled, documents are reviewed, counterparties are qualified, and proposed terms are negotiated. Retain ownership of the business decision and involve the relevant legal, risk, compliance, finance, servicing, tax, accounting, and investment professionals for the particular portfolio and jurisdictions involved.