News & Updates
Insights, company updates, closed deals, media, and events from Helvetica Group.
$2.9M Residential Land: Entitlement Bridge
Morgan Hill, CA — Helvetica funded a $2.9 million, 24-month first-mortgage bridge at about 36% LTV on a 3.42-acre Morgan Hill parcel. The loan retired about $2.3 million of debt and carries the site through entitlement toward a contracted $11 million sale to a national homebuilder.
$500K Special-Purpose Mountain Campus — Cash-Out Bridge
Olympic Valley, CA — Equity-rich, liquidity-tight: a first trust deed at 2.7% LTV against an $18.45M appraisal delivered working capital on an unstabilized single-use campus a bank would decline — 12-month interest-only term matched to a pending $26M escrow.
$1.7M Drive-Thru NNN Retail — Renovation Construction Takeout
Kettleman City, CA — A $1.28M renovation created a two-tenant drive-thru retail pad with a new 10-year investment-grade lease, but the construction debt matured first. Refinanced at 52% LTV on a 6-month interest-only term — anchor NNN rent alone covers the payment — with a 6-month extension option while bank financing was arranged.
$1.3M Build-to-Suit NNN Retail — Construction Takeout Bridge
Los Banos, CA — Maturing construction debt on a newly built drive-thru coffee store with a fresh 10-year investment-grade lease refinanced at 45% LTV — 6-month interest-only term with a 6-month extension option while bank permanent financing was arranged.
$8.5M Entitled Ocean-View Land — Bridge to Construction
Carlsbad, CA — 127 acres of entitled ocean-view land held by a legacy family entity, stalled on a city road approval. Two pari passu tranches — a $6.5M mortgage plus a $2M cash-out advance — brought total financing to $8.5M, just 23% LTV against $37M of value, funding site work ahead of a $51M construction loan.
$2.7M Santa Rosa Multifamily — Reverse-Exchange Purchase Bridge
Santa Rosa, CA — A repeat borrower was under contract to buy a 21-unit multifamily property while another property they owned was still in escrow to sell. Helvetica funded a $2.7M 1st-mortgage bridge cross-collateralized across both properties — $8.1M combined appraised value, 51% LTV — so the purchase closed inside the exchange window and was repaid in full about three weeks later.
$1.1M Executive Office Suites: Cash-Out Refinance
Lake Oswego, OR — The owner of a debt-free 10,340 SF office building needed cash out to acquire another property, but 50% occupancy blocked conventional refinancing. Helvetica provided a $1,100,000 first-mortgage cash-out refinance at 33% LTV, with a 24-month interest-only term and a 12-month interest reserve.
$2.34M Renovated Luxury Residence: Bridge to Sale
Norwalk, CT — A defaulted $1.67 million purchase loan was maturing while a renovated 9,608 SF coastal residence was listed for sale. Helvetica provided a $2,340,000 first-mortgage bridge with an 18-month interest-only term, 55% LTV, and an interest reserve while the owner marketed the property.
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Business/investment purpose only; not for consumer or primary-residence loans. Information herein is informational and not a commitment to lend. All transactions are subject to underwriting, documentation, and legal review.