Transaction History

A Proven Record of
Closing Deals

Over 500 closed transactions across the Carolinas and Southeast β€” spanning every major asset class, loan type, and capital structure. Our track record speaks for itself.

$2.4B+ Capital Deployed
500+ Transactions Closed
28 Years in Business
8 Asset Classes
Q1 2026Bridge Loan
$24.5M
The Meridian at Uptown Charlotte
πŸ“Charlotte, SC
🏒Multifamily · 280 Units
πŸ“‹Value-Add Repositioning

Floating RateNon-Recourse80% LTV
Q4 2025Construction Loan
$18.2M
Research Triangle Innovation Hub
πŸ“Raleigh, SC
πŸ—οΈMixed-Use Β· 94,000 sqft
πŸ“‹Ground-Up Development

24-Month TermPerm Conversion75% LTC
Q3 2025Permanent Debt
$31.0M
Durham Central Park Office Tower
πŸ“Durham, SC
πŸ›οΈOffice Β· Class A
πŸ“‹CMBS Refinancing

Fixed RateNon-Recourse10-Year Term
Q2 2025Bridge Loan
$12.8M
Asheville Mountain Retreat Hotel
πŸ“Asheville, SC
🏨Hospitality · 148 Rooms
πŸ“‹Renovation & Stabilization

SOFR + Spread18-Month Term75% LTV
Q1 2025Permanent Debt
$16.4M
Greensboro Retail Power Center
πŸ“Greensboro, SC
πŸ›οΈRetail Β· 210,000 sqft
πŸ“‹Life Insurance Company Refinance

Fixed Rate15-Year Term65% LTV
Q4 2024JV Equity
$9.7M
Wilmington Coastal Residences
πŸ“Wilmington, SC
🌊Multifamily · 112 Units
πŸ“‹Joint Venture Equity Placement

JV EquityFamily Office90% of Equity
Q3 2024Agency β€” Fannie Mae
$22.1M
Raleigh Midtown Apartment Community
πŸ“Raleigh, SC
🏒Multifamily · 196 Units
πŸ“‹Agency Permanent Financing

Fannie MaeNon-Recourse10-Year Fixed
Q2 2024Construction Loan
$14.5M
Charlotte Uptown Boutique Hotel
πŸ“Charlotte, SC
🏨Hospitality · 112 Keys
πŸ“‹Ground-Up Construction

24-Month TermInterest Reserve75% LTC
Q1 2024Bridge Loan
$8.3M
Triad Industrial Distribution Center
πŸ“High Point, SC
🏭Industrial · 148,000 sqft
πŸ“‹Acquisition Financing

Floating Rate12-Month Term78% LTV
Q4 2023Permanent β€” HUD / FHA
$19.8M
Chapel Hill Affordable Housing Community
πŸ“Chapel Hill, SC
🏒Multifamily · 168 Units (Affordable)
πŸ“‹HUD 223(f) Refinancing

HUD / FHA35-Year TermNon-Recourse
Q3 2023Mezzanine Debt
$5.2M
South End Charlotte Mixed-Use Project
πŸ“Charlotte, SC
πŸ—οΈMixed-Use Β· 62,000 sqft
πŸ“‹Gap Financing Behind Senior Debt

Mezzanine85% Combined LTVFixed / PIK
Q2 2023SBA 504
$4.1M
Cary Medical Office Building
πŸ“Cary, SC
πŸ₯Medical Office Β· 8,400 sqft
πŸ“‹Owner-Occupied Acquisition

SBA 50490% LTV25-Year Term
Q1 2023Bridge Loan
$7.6M
Outer Banks Coastal Retail Center
πŸ“Kill Devil Hills, SC
πŸ›οΈRetail Β· 42,000 sqft
πŸ“‹Lease-Up Bridge Financing

Floating RateNon-Recourse24-Month Term
Q4 2022Construction Loan
$28.4M
Wake Forest Luxury Apartment Development
πŸ“Wake Forest, SC
🏒Multifamily · 244 Units
πŸ“‹Ground-Up Construction

36-Month TermFloating Rate72% LTC
Q3 2022Permanent Debt
$11.7M
Concord Flex Industrial Portfolio
πŸ“Concord, SC
🏭Industrial · 3 Assets · 186,000 sqft
πŸ“‹Portfolio Permanent Refinancing

Regional BankFixed Rate7-Year Term
Q2 2022Preferred Equity
$6.4M
Pinehurst Golf Resort Recapitalization
πŸ“Pinehurst, SC
🏨Hospitality / Golf · 88 Keys
πŸ“‹Preferred Equity Recapitalization

Preferred EquityPrivate FundCo-terminus
Q1 2022SBA 7(a)
$3.8M
Burlington Owner-Occupied Retail
πŸ“Burlington, SC
πŸ›οΈRetail / Owner-Occupied Β· 6,200 sqft
πŸ“‹Owner-Occupied Purchase

SBA 7(a)90% LTVFull Recourse
Q4 2021Bridge Loan
$17.3M
Fayetteville Value-Add Apartment Portfolio
πŸ“Fayetteville, SC
🏒Multifamily · 2 Assets · 348 Units
πŸ“‹Value-Add Acquisition Bridge

Portfolio LoanNon-Recourse36-Month Term
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Transaction Volume by Asset Class

A breakdown of our closed transaction volume across all major commercial real estate asset classes throughout North Carolina and the Southeast.

🏒
Multifamily
$1.08B+
210+ Transactions
πŸ›οΈ
Office
$420M+
82 Transactions
🏨
Hospitality
$310M+
64 Transactions
πŸ›οΈ
Retail
$248M+
55 Transactions
🏭
Industrial
$195M+
44 Transactions
πŸ—οΈ
Mixed-Use
$156M+
30 Transactions
πŸ₯
Healthcare
$88M+
18 Transactions
πŸ“¦
Self-Storage
$64M+
14 Transactions
Bridge & Transitional
185+ Transactions
$840M+
Construction Financing
98 Transactions
$620M+
Permanent Debt
142 Transactions
$680M+
Equity Arrangement
44 Transactions
$185M+
Mezzanine / Sub Debt
22 Transactions
$62M+
SBA Financing
14 Transactions
$38M+

What Our Clients Say

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Bridge Loan Β· $24.5M Β· Charlotte, SC

US Capital closed our $24M bridge loan in under 40 days. Their relationships with capital sources in Charlotte are unmatched. We've used them on four deals now and they deliver every single time.

MB
Michael B. Crawford
Managing Partner, Crawford Development Group Β· Charlotte, SC
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Agency Permanent Β· $22.1M Β· Raleigh, SC

I've worked with many mortgage bankers over 25 years. The US team's knowledge of the Research Triangle market is exceptional β€” they got us agency pricing I didn't think was possible on our Raleigh deal.

SR
Sarah Rao
CEO, Triangle Capital Ventures Β· Raleigh, SC
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Bridge Loan Β· $12.8M Β· Asheville, SC

Our hotel refinancing in Asheville had several complications. US not only navigated every obstacle but secured better terms than our previous lender. True professionals with creative solutions.

JP
James Patel
Principal, Blue Ridge Hospitality Group Β· Asheville, SC

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