Helvetica Group has originated and closed more than 1,000 commercial real-estate loans and acquisitions across multiple property types and geographies, totaling over $1 billion in transaction volume.
Completed coastal new-construction home refinanced out of a maturing construction loan at 47% LTV, with $300K cash out for the borrower's operating business — 12-month interest-only term, no prepay, listed for sale at closing.
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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.
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A 49,177 SF strip center in foreclosure at 40% occupancy, purchased at 65% LTV on a 12-month interest-only bridge with two 6-month extension options and a $250K capital-improvement holdback — closing a 1031 exchange on deadline and keeping the lease-up upside with the buyers.
Read full case studyA representative selection of closed transactions across our track record. Filter by type.
Showing 84 of 84 transactions
| Deal | Location | Type | Amount | Term | LTV |
|---|---|---|---|---|---|
| Residential Land: Entitlement BridgeCase study available | Morgan Hill, CA | Land - Mapped Refinance Senior Debt Bridge Loan Land Entitlement | $2,600,000 | 24 mo | 25% |
| New Ocean View Residence — Construction Takeout to SaleCase study available | Carlsbad, CA | SFR Refi Cash-Out Senior Debt Bridge Loan Construction Takeout | $2,500,000 | 12 mo | 47% |
| Special-Purpose Mountain Campus — Cash-Out BridgeCase study available | Olympic Valley, CA | Special Purpose Refi Cash-Out Senior Debt Bridge Loan | $500,000 | 12 mo | 3% |
| Drive-Thru NNN Retail — Renovation Construction TakeoutCase study available | Kettleman City, CA | Retail Refinance Senior Debt Bridge Loan NNN Construction Takeout | $1,700,000 | 6 mo | 52% |
| Build-to-Suit NNN Retail — Construction Takeout BridgeCase study available | Los Banos, CA | Retail Refinance Senior Debt Bridge Loan NNN Construction Takeout | $1,300,000 | 6 mo | 45% |
| 10-Unit Value-Add Multifamily — Purchase BridgeCase study available | San Diego, CA | Multifamily Purchase Senior Debt Bridge Loan Value-Add | $2,200,000 | 18 mo | 64.7% |
| Owner-Occupied Medical Office — Matured-Loan RefinanceCase study available | Chula Vista, CA | Office Refinance Senior Debt Bridge Loan Medical Office Bank Turndown | $1,800,000 | 12 mo | 60% |
| Golf-Course Residence: Performing Loan PurchaseCase study available | La Quinita, CA | SFR Refi Cash-Out Senior Debt Loan Purchase Luxury SFR Partner Buyout | $1,000,000 | 12 mo | 52.63% |
| Duplex Rental — Credit-Challenged Cash-Out BridgeCase study available | Jersey City, NJ | RES 2-4 Refinance Senior Debt Bridge Loan Refi Cash-Out Credit Challenged | $955,000 | 12 mo | 65% |
| Vacant Light Industrial: Refinance BridgeCase study available | Inglewood, CA | Industrial Refi Cash-Out Senior Debt Bridge Loan Refinance Bank Turndown | $610,000 | 36 mo | 33% |
| San Diego Industrial: Performing Loan PurchaseCase study available | San Diego, CA | Industrial Purchase Senior Debt Loan Purchase NNN | $625,000 | 18 mo | 39% |
| Two Cross-Collateralized Residences: Performing Loan PurchaseCase study available | Oceanside, CA | RES 2-4 Purchase Senior Debt Loan Purchase Residential Short-Term Rental Cross-Collateralized | $900,000 | 12 mo | 45% |
| Drive-Thru NNN Retail — Newly Built Construction TakeoutCase study available | Chula Vista, CA | Retail Construction Senior Debt Bridge Loan NNN Construction Takeout | $2,600,000 | 10 mo | 65% |
| Value-Add Retail Center — Distressed Purchase BridgeCase study available | San Marcos, CA | Retail Purchase Senior Debt Bridge Loan 1031 Exchange Value-Add | $4,583,000 | 12 mo | 65% |
| Land-Raw — Cash-Out Refinance Bridge | Reno, NV | Land-Raw Refi Cash-Out Senior Debt | $600,000 | 18 mo | 40% |
| Gaslamp Quarter Mixed-Use Predevelopment BridgeCase study available | San Diego, CA | Mixed Use Refi Cash-Out Senior Debt Bridge Loan Refinance | $1,500,000 | 9 mo | 58% |
| Katy Short-Term Rental: Purchase BridgeCase study available | Katy, TX | SFR Purchase Senior Debt Bridge Loan Luxury SFR Value-Add | $793,000 | 12 mo | 65% |
| Light Industrial Purchase & Stabilize BridgeCase study available | Hickory, NC | Industrial Purchase Senior Debt Bridge Loan Value-Add Acquisition | $1,697,000 | 18 mo | 48.49% |
| Mixed-Use Retail Strip Center — Value-Add Purchase BridgeCase study available | San Diego, CA | Mixed Use Purchase Senior Debt Bridge Loan Value-Add Acquisition | $2,810,000 | 18 mo | 65% |
| Office — Construction Bridge | New Port Richey, FL | Office Construction Senior Debt | $600,000 | 18 mo | 65% |
| Land - Mapped — Cash-Out Refinance Bridge | Reno, NV | Land - Mapped Refi Cash-Out Senior Debt | $500,000 | 12 mo | 25% |
| Five-Home Portfolio: Purchase Bridge and Partnership BuyoutCase study available | Tampa, FL | SFR Rehab Senior Debt Bridge Loan Purchase Partner Buyout Multiple Properties Fix & Flip | $1,010,000 | 12 mo | 54.3% |
| Land - Mapped — Cash-Out Refinance Bridge | Carlsbad, CA | Land - Mapped Refi Cash-Out Senior Debt | $2,000,000 | 12 mo | 33% |
| Shopping Center — Forward ExchangeCase study available | San Marcos, CA | Shopping Center Purchase Senior Debt 1031 Exchange Retail | $4,583,000 | 12 mo | 65% |
| SFR — Purchase Bridge | San Diego, CA | SFR Purchase Senior Debt | $845,000 | 18 mo | 66% |
| Point Loma Development Land: Bridge to SaleCase study available | San Diego, CA | Industrial Refinance Senior Debt Bridge Loan Land Multifamily | $2,400,000 | 12 mo | 56% |
| Four-Property Rental Portfolio: Refinance BridgeCase study available | Tampa, FL | Multifamily Refinance Senior Debt Bridge Loan Matured Loan Cross-Collateralized | $2,000,000 | 12 mo | 45.3% |
| Entitled Ocean-View Land — Bridge to ConstructionCase study available | Carlsbad, CA | Land - Mapped Refi Cash-Out Senior Debt Bridge Loan Land Refinance | $6,500,000 | 12 mo | 18% |
| Single-Tenant NN Retail: 1031 Exchange Purchase BridgeCase study available | Indianapolis, IN | Retail Purchase Senior Debt Bridge Loan 1031 Exchange NN | $900,000 | 12 mo | 56% |
| 11-Property Rental Portfolio: Partnership Buyout RefinanceCase study available | Tampa, FL | Multiple Properties Refinance Senior Debt Bridge Loan Partner Buyout Foreign National | $1,400,000 | 18 mo | 55% |
| Holman Building — Multi-Unit Condo Completion BridgeCase study available | Pacific Grove, CA | Multiple Properties Refi Cash-Out Senior Debt Bridge Loan Construction Takeout Condo | $4,900,000 | 24 mo | 19% |
| Office — Cash-Out Refinance Bridge | Lake Oswego, OR | Office Refi Cash-Out Senior Debt | $1,100,000 | 24 mo | 33% |
| 3-Store Dollar General NNN PortfolioCase study available | Booker, TX | Retail Purchase Senior Debt 1031 Exchange NNN Portfolio | $1,550,000 | 12 mo | 38% |
| Retail — Purchase Bridge | Pacific Grove, CA | Retail Purchase Senior Debt | $1,100,000 | 12 mo | 30% |
| Land - Mapped — Cash-Out Refinance Bridge | Carlsbad, CA | Land - Mapped Refi Cash-Out Senior Debt | $4,000,000 | 12 mo | 47.6% |
| Ocean View Luxury Residence — Construction Completion BridgeCase study available | Laguna Beach, CA | SFR Construction Senior Debt Bridge Loan Luxury SFR | $800,000 | 12 mo | 19.5% |
| 17-Story Office Tower — Matured Loan to Hotel RedevelopmentCase study available | Baltimore, MD | Office Refinance Senior Debt Bridge Loan Matured Loan Redevelopment | $5,200,000 | 12 mo | 65% |
| Fully Leased Retail Strip Center: Cash-Out BridgeCase study available | North Bend, WA | Retail Refi Cash-Out Senior Debt Bridge Loan Refinance Matured Loan | $1,100,000 | 12 mo | 59% |
| RES 2-4 — Cash-Out Refinance Bridge | Chula Vista, CA | RES 2-4 Refi Cash-Out Senior Debt | $353,000 | 12 mo | 56% |
| Other — Other Bridge | Pacific Grove, CA | Other Junior Debt | $1,000,000 | 12 mo | 10% |
| Renovated Luxury Residence: Bridge to SaleCase study available | Norwalk, CT | SFR Refi Cash-Out Senior Debt Bridge Loan Refinance Luxury SFR Credit Challenged Matured Loan | $2,340,000 | 18 mo | 55% |
| Big-Box Retail: Refinance and Tenant ImprovementsCase study available | Hanford, CA | Retail Refi Cash-Out Senior Debt Bridge Loan Refinance NNN Value-Add | $3,200,000 | 12 mo | 46.6% |
| Owner-User Light Industrial: Refinance BridgeCase study available | Fort Lauderdale, FL | Industrial Refi Cash-Out Senior Debt Bridge Loan Credit Challenged Bank Turndown | $1,200,000 | 12 mo | 50% |
| Retail — Cash-Out Refinance Bridge | San Diego, CA | Retail Refi Cash-Out Senior Debt | $900,000 | 120 mo | 50% |
| Two Ski-In, Ski-Out Vacation Condos: Cash-Out RefinanceCase study available | Mammoth Lakes, CA | Condo Refi Cash-Out Senior Debt Refinance Vacation Rental | $504,000 | 48 mo | 50% |
| MedMen Office: Purchase BridgeCase study available | San Diego, CA | Office Purchase Senior Debt Bridge Loan Cannabis Bank Turndown | $3,380,000 | 24 mo | 65% |
| Single-Tenant Office — Value-Add Purchase BridgeCase study available | Portage, MI | Office Purchase Senior Debt Bridge Loan Value-Add Bank Turndown | $1,172,000 | 24 mo | 70% |
| Flex/Industrial with New NNN Lease — Cash-Out BridgeCase study available | San Diego, CA | Industrial Refi Cash-Out Senior Debt Bridge Loan NNN Foreign National | $3,700,000 | 12 mo | 56.5% |
| Retail Center: Stabilization Refinance BridgeCase study available | Federal Way, WA | Retail Refi Cash-Out Senior Debt Bridge Loan Value-Add | $850,000 | 12 mo | 55% |
| Land - Mapped — Cash-Out Refinance Bridge | Carlsbad, CA | Land - Mapped Refi Cash-Out Senior Debt | $2,000,000 | 12 mo | 23.8% |
| SFR — Refinance Bridge | Chula Vista, CA | SFR Refinance Senior Debt | $175,000 | 12 mo | 33% |
| SFR — Cash-Out Refinance Bridge | Castaic, CA | SFR Refi Cash-Out Senior Debt | $385,000 | 60 mo | 65% |
| Single-Tenant NNN Restaurant — Purchase BridgeCase study available | ORLANDO, FL | Retail Purchase Senior Debt Bridge Loan NNN Bank Turndown | $682,000 | 24 mo | 65% |
| SFR — Purchase Bridge | Fresno, CA | SFR Purchase Senior Debt | $195,000 | 12 mo | 65% |
| Other — Purchase Bridge | Murrieta, CA | Other Purchase Senior Debt | $258,000 | 3 mo | 100% |
| Anchored Retail Center Re-Tenanting — Cash-Out BridgeCase study available | Hinsdale, NH | Retail Refi Cash-Out Senior Debt Bridge Loan NNN Value-Add | $2,700,000 | 12 mo | 54% |
| Land - Mapped — Purchase Bridge | Del Mar, CA | Land - Mapped Purchase Senior Debt | $1,600,000 | 12 mo | 50% |
| Industrial — Cash-Out Refinance Bridge | Inglewood, CA | Industrial Refi Cash-Out Senior Debt | $650,000 | 12 mo | 43.33% |
| SFR — Purchase Bridge | Cardiff, CA | SFR Purchase Senior Debt Private Equity | $1,360,000 | 12 mo | 40% |
| Industrial — Purchase Bridge | Oakland, CA | Industrial Purchase Senior Debt | $1,000,000 | 60 mo | 62.5% |
| Multifamily — Rehab Bridge | Madeira Beach, FL | Multifamily Rehab Senior Debt | $350,000 | 24 mo | 52% |
| Bank-Owned Office Building: Auction Purchase BridgeCase study available | Cary, NC | Office Purchase Senior Debt Auction Value-Add | $1,467,000 | 12 mo | 65% |
| Three NNN Retail Properties: Maturing-Debt RefinanceCase study available | Columbus/Gahanna, OH | Retail Refi Cash-Out Senior Debt Bridge Loan Refinance NNN Multiple Properties | $1,766,000 | 12 mo | 58.38% |
| Land - Mapped — Construction Bridge | Laguna Beach, CA | Land - Mapped Construction Senior Debt | $150,000 | 12 mo | 12.5% |
| SFR — Cash-Out Refinance Bridge | Nipomo, CA | SFR Refi Cash-Out Senior Debt | $665,000 | 12 mo | 65% |
| Non-Conforming Church — Matured-Loan RefinanceCase study available | Los Angeles, CA | Special Purpose Refinance Senior Debt Church Credit Challenged Bank Turndown | $450,000 | 84 mo | 45% |
| Three La Jolla Luxury Homes — Junior Lien Cash-OutCase study available | La Jolla, CA | RES 2-4 Refi Cash-Out Junior Debt Bridge Loan Luxury SFR Junior Lien | $1,000,000 | 24 mo | 48% |
| Beverly Hills Luxury Residential — Reverse 1031Case study available | Beverly Hills, CA | SFR Purchase Senior Debt 1031 Exchange Luxury SFR Bridge Loan | $5,000,000 | 12 mo | 51% |
| Multifamily — Purchase Bridge | Santa Rosa, CA | Multifamily Purchase Junior Debt | $2,700,000 | 12 mo | 51% |
| SFR — Purchase Bridge | Campbell, CA | SFR Purchase Senior Debt | $800,000 | 12 mo | 53.33% |
| Industrial Lt — Purchase Bridge | San Diego, CA | Industrial Purchase Senior Debt | $1,000,000 | 60 mo | 65% |
| Multi-Tenant Light Industrial: Lease-Up Refinance BridgeCase study available | Tucson, AZ | Industrial Refinance Senior Debt Bridge Loan Low Occupancy Bank Turndown | $1,450,000 | 12 mo | 60.42% |
| Office — Cash-Out Refinance Bridge | San Diego, CA | Office Refi Cash-Out Senior Debt | $795,000 | 60 mo | 59% |
| Multi-Tenant Office/Retail — Balloon-Payment RefinanceCase study available | Ramona, CA | Office Refinance Senior Debt Bridge Loan Bank Turndown | $1,900,000 | 24 mo | 64% |
| Land - Mapped — Cash-Out Refinance Bridge | Carlsbad, CA | Land - Mapped Refi Cash-Out Senior Debt | $1,500,000 | 24 mo | 19% |
| Former Ed White Hospital — Adaptive Reuse AcquisitionCase study available | St. Petersburg, FL | Multifamily Rehab Private Equity Value-Add Adaptive Reuse | $2,000,000 | 24 mo | 30% |
| Land - Mapped — Cash-Out Refinance Bridge | Encinitas, CA | Land - Mapped Refi Cash-Out Senior Debt | $350,000 | 12 mo | 43.75% |
| Owner-Occupied Retail: Note Purchase and WorkoutCase study available | Covina, CA | Retail Other Senior Debt Loan Purchase Owner-Occupied | $1,040,000 | 120 mo | 42% |
| SFR — Construction Bridge | Santa Luz, CA | SFR Construction Senior Debt | $350,000 | 12 mo | 14.58% |
| SFR — Construction Bridge | Santa Luz, CA | SFR Construction Senior Debt | $1,200,000 | 12 mo | 60% |
| SFR — Purchase Bridge | Bonita, CA | SFR Purchase Senior Debt | $220,000 | 12 mo | 54% |
| Mixed-Use Retail and Apartments: Cash-Out RefinanceCase study available | Los Angeles, CA | Mixed Use Refi Cash-Out Senior Debt Bridge Loan Refinance | $1,700,000 | 24 mo | 64% |
| Landmark Hollywood Hills Estate — 100% Cash-Out BridgeCase study available | Hollywood, CA | Luxury SFR Refi Cash-Out Senior Debt Bridge Loan Bank Turndown | $3,500,000 | 12 mo | 60% |
| Lakefront REO Pool — Five Contiguous Multifamily ParcelsCase study available | Evanston, IL | Multifamily Purchase Private Equity Bank REO Value-Add | Undisclosed | — | — |
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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.