Direct Allocations
Single asset. Single transaction.
For capital partners with a defined credit appetite. PACT allocates into specific transactions selected through the firm's underwriting process, with transaction-level visibility and sector concentration matched to the mandate.
For capital partners with a defined credit appetite, PACT structures direct allocations into specific transactions selected through the firm's underwriting process, with transaction-level visibility and sector concentration matched to mandate.
For capital partners with a defined credit appetite, PACT structures direct allocations into specific transactions selected through the firm's underwriting process, with transaction-level visibility and sector concentration matched to mandate.
Direct Allocations
Overview
Example Facility Size
Capital partners per syndicate
Real Estate Broker Licensing
CFL + Broker
Origination & Servicing
In-House
Asset Type
Agriculture and CRE
Licensed to lend and syndicate.
PACT operates as a California-licensed direct lender and real estate broker. The firm originates senior secured credit and syndicates loan participations to other licensed lenders and qualified capital partners.
Licensed to lend and syndicate.
PACT operates as a California-licensed direct lender and real estate broker. The firm originates senior secured credit and syndicates loan participations to other licensed lenders and qualified capital partners.
Licensed to lend and syndicate.
PACT operates as a California-licensed direct lender and real estate broker. The firm originates senior secured credit and syndicates loan participations to other licensed lenders and qualified capital partners.
Paso Robles, California - Vineyards
Multi-tranche facility
A senior secured facility currently being structured brings together two to three capital partners into a single transaction, each holding a tranche aligned with their credit appetite.
Multi-tranche facility
A senior secured facility currently being structured brings together two to three capital partners into a single transaction, each holding a tranche aligned with their credit appetite.
Multi-tranche facility
A senior secured facility currently being structured brings together two to three capital partners into a single transaction, each holding a tranche aligned with their credit appetite.
Originated, structured, serviced
PACT originates, underwrites, structures and services every direct allocation transaction. Capital partners enter at the allocation stage, review the credit memo, elect tranche participation, and receive transaction-level reporting through to payoff.
Originated, structured, serviced
PACT originates, underwrites, structures and services every direct allocation transaction. Capital partners enter at the allocation stage, review the credit memo, elect tranche participation, and receive transaction-level reporting through to payoff.
Originated, structured, serviced
PACT originates, underwrites, structures and services every direct allocation transaction. Capital partners enter at the allocation stage, review the credit memo, elect tranche participation, and receive transaction-level reporting through to payoff.
Four steps, through the life of the loan
Same standard, applied to direct allocation transactions.
Originate: pipeline through PACT relationships
IN-HOUSE
Underwrite: people, property, plan
STANDARD FRAMEWORK
Allocate: capital partners elect their participation
DIRECT ALLOCATION
Service: life-of-loan reporting to all participants
IN-HOUSE
Four steps, through the life of the loan
Same standard, applied to direct allocation transactions.
Originate: pipeline through PACT relationships
IN-HOUSE
Underwrite: people, property, plan
STANDARD FRAMEWORK
Allocate: capital partners elect their participation
DIRECT ALLOCATION
Service: life-of-loan reporting to all participants
IN-HOUSE
Four steps, through the life of the loan
Same standard, applied to direct allocation transactions.
Originate: pipeline through PACT relationships
IN-HOUSE
Underwrite: people, property, plan
STANDARD FRAMEWORK
Allocate: capital partners elect their participation
DIRECT ALLOCATION
Service: life-of-loan reporting to all participants
IN-HOUSE
Discuss direct allocations with the firm