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Basis Investment Group, LLC

Think “BIG” for your Financing Needs

Long Term Commercial Loan
Small Balance Loan Program

Property Types Multi Family
Lending Areas NATIONWIDE
Term 5 year, 7 year, 10 year, 20 year
Loan amount Minimum $1,000,000
Loan amount Maximum $6,000,000
Lien Position 1st
General Pricing or Guideline info Minimum DSCR 1.20x – Top Markets 1.25x – Standard Markets 1.30x – Small Markets 1.40x – Very Small Markets Rate Lock 60 to 120 day rate-lock period available Eligible Property: Commercial space is allowed up to 40% of the net rental income. Must have 90% physical occupancy over the trailing 3-month period.
Updated as of 2023-06-13

Second Mortgage
Preferred Equity/ Mezzanine Investments

Property Types Hospitality, Industrial, Multi Family, Office, Retail, Self-Storage
Lending Areas NATIONWIDE
Recourse Recourse and Non Recourse available
Amortized or Interest Only Amortized and Interest Only Options available
Points Minimum 1st TD 1
Term 2 year, 3 year, 4 year, 5 year, 7 year, 10 year
Fees Exit Fee
Loan amount Minimum $2,000,000
Loan amount Maximum $50,000,000
Lien Position 2nd
General Pricing or Guideline info Minimum DSCR 1.10x DSCR (may selectively go lower) Will consider debt service reserve Loan-to-value (LTV) Goes up to 90% for enhanced Preferred/LP Equity)
Updated as of 2023-06-13

Bridge Loan

Property Types Hospitality, Industrial, Mobile Home Park, Multi Family, Office, Retail, Self-Storage
Lending Areas NATIONWIDE
Term 5 year
Loan amount Minimum $10,000,000
Loan amount Maximum $75,000,000
Lien Position 1st
General Pricing or Guideline info Minimum DSCR 1.20x DSCR (may selectively go lower) Will consider debt service reserve
Updated as of 2023-06-13

Summary of all Guidelines

Loan Types Bridge Loan, Second Mortgage
Property Types Hospitality, Hotel, Industrial, Mobile Home Park, Multi Family, Office, Retail, Self-Storage, Senior
Lendding Area NATIONWIDE
Loan amount Minimum $2,000,000
Loan amount Maximum $75,000,000
Prepayment Penalty none
LTV Bridge 85
Personal Guarantee /Recourse Required Personal Guarantee Required / Recourse, Personal Guarantee Not Required / Non-Recourse

About Basis Investment Group, LLC:

Basis is a commercial real estate (CRE) investment manager, primarily focused on debt and structured equity strategies. Basis originates and acquires diversified CRE debt investments across the capital stack of stabilized, transitional, and development assets throughout the United States. Basis was founded in 2009 by Tammy K. Jones in partnership with JEMB Realty Corporation, a U.S. real estate company established over 30 years ago. JEMB owns and manages approximately eight million square feet of commercial real estate assets. Basis is a certified Minority and Woman Owned Business.

Basis originates and invests in the following CRE debt products:

-Fixed rate CMBS loans and B pieces
-Bridge loans
-Mezzanine financing
-Preferred equity
-Structured equity/JV Equity
-Distressed debt

Asset classes include:

-Multifamily
-Retail
-Office
-Industrial
-Hotels (limited and full-service)
-Senior Housing Properties
-Self-Storage
-Manufactured Housing Community

Company Highlights:

DEMONSTRATED TRACK RECORD OF SUCCESS ACROSS THE CAPITAL STACK

Since 2009, Basis has made nearly $4 billion in CRE debt and structured equity investments. The company’s flexible approach to structuring provides borrowers and investment partners with a one-stop shop for financing along with customized solutions for investment needs.

EXPERIENCED TEAM

Members of the Basis Senior Management Team have been investing together for more than 18 years at Basis and prior firms. The investment acumen of the Senior Management Team is grounded in its experience, which includes positions at global financial institutions as both debt and equity investment professionals through multiple market cycles. This foundation allows Basis to employ a balance sheet approach to investing that utilizes a consistent approach to credit and a thorough underwriting process.

EXTENSIVE NETWORK OF RELATIONSHIPS

The Senior Management Team’s combined 60+ years of experience in the real estate industry fosters a broad array of industry relationships that drive an active investment pipeline.

ESTABLISHED INVESTMENT PLATFORM

Basis has a national platform with an established brand that is widely recognized across the United States. Our streamlined investment process, which includes a quick initial screening followed by an in depth in-house due diligence and closing process, is the foundation of our success. We are a relationship lender; proud to be able to deliver certainty of execution to our partners and borrowers.

Basis Investment Group, LLC is located in New York, NY. They offer financing for Bridge Loans and Second Mortgages. The property type they primarily lend against is Multi Family, Office, Industrial, Retail, Hospitality, Hotel, Mobile Home Park, Self-Storage and Senior. Their minimum loan amount is $2,000,000. Their maximum loan amount is $75,000,000.

These descriptions are limited information and meant for general reference purposes.
75 Broad Street, Suite 2110
New York, 
NY
 10004