Our Services

Capital Sourcing & Smart Documentation

Whether a sponsor is seeking a traditional, straight forward first lien financing or a highly structured max leverage participation loan, Glenwood has the experience, existing relationships and results orientation to deliver smart and timely executions to its clients.

Glenwood can assist clients in a variety of scopes from simple, market level terms assessment to full blown RFP submissions to source the very best deal for a particular transaction. Glenwood will then continue to team with its client to ensure that not only are the pricing and proceeds best available, but the full financing terms and documentation are as well. Having been on both sides of more than $12B of closed deals, Glenwood can help clients drive the third-party report process, loan documents and timely closings.

Asset Level Buy / Sell / Hold

Tapping into more than 30 years of investment analysis experience as an institutional lender, owner’s representative and independent advisor, Glenwood Advisors has the multi-cycle experience to assist clients with gating issues related to buy/sell/hold decisions.

Using a top-down holistic portfolio approach, Glenwood consults and advises its clients on the best practices used by wide range of highly sophisticated owners, lenders and institutions in varying points in the investment cycle to create and protect value and returns.

Asset & Portfolio Assessments

For more than three decades Glenwood’s principal annually reviewed between $40-$60B+ of potential deals, so we’ve seen a lot of investment opportunities across North America and Western Europe. With specializations in hospitality, multifamily and related operating companies, Glenwood can apply lessons learned and best practices with its clients to assess individual assets as well as portfolios to drive productivity and performance. Critical assessments of capitalization strategy along with the proper manager, brand, market segmentation are services that Glenwood Advisors offers its clients.

Investment Due Diligence

Glenwood Advisors offers clients due diligence services for asset purchase, repositions, dispositions and loan underwritings. Glenwood will underwrite the subject property, assess market conditions and the comp set to accurately market value & NOI recommendations. We can also provide recommendations on investment/loan sizing, investment structure and capital stack distribution. We will analyze the operating performance of assets to uncover miss-alignment of interests, assess risks and offer mitigants to successfully underwrite investments.

Highly Targeted Processes – Sell, Recapitalization/Restructure

Glenwood Advisors has the personal relationships and key contacts to perform a highly effective, targeted marketing processes of assets or ownership and operating platforms without a broad marketing. The whole world doesn’t need to know about a desired transaction. Our proven execution capabilities produce results in a quiet, discreet and negotiated manner and are tailored to specific needs of owners/buyers.

Loan Portfolios & Note Purchases – Performing, Sub & Non-Performing

During the downturns of 9/11 and the GFC, the key principal of Glenwood was directly involved in origination, underwriting and acquisition of more than $2.5B of troubled debt instruments including broken large loan CMBS, balance sheet and syndicated loan facilities. Our large institutional background coupled with our multi-cycle experience positions Glenwood to help its retained clients with a demonstrated track record in this presently active transaction space.