Capital Stack & Advisory Services
Brookmont Capital Ventures provides end-to-end capital advisory services for real estate sponsors, developers, and investors. From underwriting and feasibility to lender coordination and term sheet negotiation, we guide you through every phase of the capital raising process.
What Advisory Means at Brookmont
Capital markets advisory is more than just introducing you to lenders. It's about understanding your project's economics, structuring the optimal capital stack, preparing institutional-quality underwriting, and representing your interests throughout negotiations.
Whether you're a first-time developer seeking construction financing or an experienced sponsor recapitalizing a portfolio, Brookmont brings institutional discipline, lender relationships, and execution expertise to every engagement.
Our Advisory Services
Capital Stack Advisory
We analyze your project's economics and capital requirements to recommend the optimal mix of senior debt, mezzanine, preferred equity, and common equity.
- Identify the most cost-effective capital structure
- Balance leverage, equity dilution, and return targets
- Advise on recourse vs. non-recourse trade-offs
Underwriting & Feasibility
Brookmont conducts institutional-grade underwriting and feasibility analysis to validate project assumptions and ensure bankability.
- Lender-ready underwriting models and proformas
- Stress testing for rate, cost, and market scenarios
- Third-party validation of development assumptions
Deal Packaging for Lenders
We package and present your deal to our network of capital providers with the precision and detail that institutional lenders require.
- Executive summaries, project narratives, and sponsor bios
- Market studies, rent comps, and exit strategy documentation
- Coordinated lender outreach and pipeline management
Sponsor Advisory & Term Sheet Negotiation
From initial term sheets to final loan documents, Brookmont represents your interests in structuring and negotiating capital commitments.
- Term sheet comparison and recommendation
- Negotiation of key economic and legal terms
- Coordination with sponsor counsel and lender counsel
Portfolio & Strategy Advisory
For sponsors managing multiple assets or seeking growth capital, we provide portfolio-level advisory on recapitalization, refinancing, and strategic capital planning.
- Portfolio valuation and capital stack optimization
- Refinance and recap timing strategy
- Long-term capital partner introductions
How Brookmont Works
Intake & Discovery
We review your project, sponsor profile, capital needs, and timeline to define objectives.
Analysis & Strategy
Our team conducts underwriting, identifies optimal capital sources, and develops a funding strategy.
Lender Coordination
We present your deal to our network, field questions, and manage the lender pipeline.
Execution & Close
We negotiate term sheets, coordinate due diligence, and support you through closing.
Not the Right Fit For
Brookmont's advisory model works best when there's alignment on process, transparency, and realistic capital expectations:
- Sponsors seeking lender introductions only without engaging in structured capital advisory
- Projects where core assumptions (cost, timeline, market) have not been validated or documented
- Deals where sponsor expects guaranteed terms or outcomes without institutional underwriting review