(415) 390-6750   
(415) 390-6750   
 
 
 
Past Newsletters
  • Finance Newsletter, December 2018, Loan Spotlight, $627,500 acquisition financing for a multi-tenant office building (separate condo units) located in Marin County; intended use of the property is cannabis related
  • Finance Newsletter, November 2018, Loan Spotlight, $1,400,000 acquisition financing of multi-tenant light industrial building located in Contra Costa County; intended use of the property is cannabis related
  • Finance Newsletter, October 2018, Loan Spotlight, $400,000 cash-out refinance of a 6-unit apartment located in Contra Costa County; funds were used to pay off a maturing variable line of credit with remaining funds set aside for capital improvements
  • Finance Newsletter, September 2018, Loan Spotlight, $3,000,000 one-time close 15-year fixed construction to perm loan for a single family residence located in Contra Costa County; the construction term is 18-24 months (interest only) and remaining balance converts to 15 yr fixed / 30 yr amortized term
  • Finance Newsletter, July 2018, Loan Spotlight, $1,220,000 cash out refinance of an owner occupied single family home located in Marin County involving a non-occupant co-borrower; cash out funds were used to reimburse home owner for exterior improvements to subject property
  • Finance Newsletter, June 2018, Loan Spotlight, $470,000 loan modification/extension of maturity date for owner-occupied office building used to house law practices; extension came without prepayment penalty and allowed borrowers enough time to sell their property
  • Finance Newsletter, May 2018, Loan Spotlight, $12,800,000 acquisition financing as part of a 1031 exchange involving multiple apartment properties (200+ units) located in different states; all loans closed on time and within 45-60 days of application
  • Finance Newsletter, February 2018, Loan Spotlight, $121,000 stand-alone line of credit on a single family hom located in Orange County behind a large first mortgage of $800K+; funds were used for business purposes
  • Finance Newsletter, January 2018, Loan Spotlight, $679,650 cash out refinance on a single family home (rental) located in Marin County for borrower with multiple properties located in U.S. and Europe; funds were set aside to upgrade exterior and interior of property when it becomes vacant
  • Finance Newsletter, October 2017, Loan Spotlight, $1,475,000 refinance of a 19-unit apartment building located in Contra Costa County; funds were used to payoff short term seller bridge loan after buyer raised rents and re-tenanted vacant units within 3 months of acquisition
  • Finance Newsletter, September 2017, Loan Spotlight, $1,237,000 construction loan to payoff existing private note and complete improvements to pre-leased ground floor retail space and two upper floors of flex office space in a newly redesigned multi-tenant commercial building located in Los Angeles County
  • Investment Newsletter, August 2017, Investment Spotlight, $450,000 in investable assets (cash) placed in a first mortgage lien investment real estate fund earning 6% ROI and paid out monthly for a term of 9 months
  • Finance Newsletter, July 2017, Loan Spotlight, $3,427,500 cash-out refinance of 32-unit apartment complex in Sonoma County, with approx. $1.4 million in cash out proceeds set aside for continued improvement of subject property and continued investment in real estate
  • Finance Newsletter, April 2017, Loan Spotlight, $600,000 refinance of recently purchased 10-unit apartment as part of a 1031 exchange involving a U.S. citizen who is domiciled in a foreign country
  • Finance Newsletter, March 2017, Loan Spotlight, $544,000 purchase loan for luxury condo in San Diego involving otherwise unqualified borrower who received a large structured settlement with a payout distribution over 7 years
  • Investment Newsletter, February 2017, Investment Spotlight, selling broker for $1,600,000 sale of 10-unit apartment building in Sacramento to 1031 exchange client
  • Finance Newsletter, January 2017, Loan Spotlight, $485,000 cash out refinance of owner occupied SFR involving a 10-year fixed ARM (interest only) first deed and 20-year fixed second deed of trust
  • Investment Newsletter, October 31, 2016, Investment Spotlight, $2,775,000 sale of 6-unit apartment building in San Francisco for overseas client
  • Finance Newsletter, September 30, 2016, Loan Spotlight, $1,720,000 refinance of owner-user medical office building
  • Finance Newsletter, July 31, 2016, Loan Spotlight, $700,000 private money loan for residential investment property rehab with vesting issue involving use of court stipulation separating marital assets in lieu of inter-spousal grant deed; loan was approved and ready to fund within 7 days
  • Finance Newsletter, June 30, 2016, Loan Spotlight, $5,000,000 loan modification/extension of maturity date for neighborhood shopping center with expiring anchor tenant lease and 80% occupancy
  • Finance Newsletter, March 30, 2016, Loan Spotlight, $1,530,000 private money loan for residential investment property with multiple tax and creditor liens
  • Finance Newsletter, February 29, 2016, Loan Spotlight, $428,000 refinance for 11-Unit apartment building located in a sparsely populated area/tourist based economy
  • Investment Newsletter, January 30, 2016, Real Estate Investment Offering, Sale of 6-Unit Apartment Building, San Francisco, CA
  • Finance Newsletter, January 15, 2016, Loan Spotlight, $1,015,000 purchase loan for 7-unit apartment building for U.S. Investor living overseas
  • Holiday Newsletter, December 30, 2015, Special Edition
  • Finance Newsletter, December 15, 2015, Loan Spotlight, $1,860,000 purchase of office building that 100% vacant at loan funding
  • Finance Newsletter, November 13, 2015, Loan Spotlight, $1,000,000 cash out refinance of retail property with less than 12 months stable income history
  • Finance Newsletter, October 12, 2015, Loan Spotlight, $1,635,000 cash out refinance of industrial property with less than 12 months stable income history
  • Insurance Newsletter, October 5, 2015, Spotlight on Property Insurance, master policy for several properties saved property owners $25K/yr in premiums
  • Finance Newsletter, September 25, 2015, Loan Spotlight, $2,155,000 cash out refinance of 32-unit apartment complex with ongoing well monitoring

Please contact us today at (800) 749-0941 to discuss your particular financial needs and how we can be of service to you. If you are interested in obtaining a real estate loan, you may want to complete our online 'Loan Quote' form to receive a free preliminary loan evaluation.

Past Newsletters
  • Finance Newsletter, December 2018, Loan Spotlight, $627,500 acquisition financing for a multi-tenant office building (separate condo units) located in Marin County; intended use of the property is cannabis related
  • Finance Newsletter, November 2018, Loan Spotlight, $1,400,000 acquisition financing of multi-tenant light industrial building located in Contra Costa County; intended use of the property is cannabis related
  • Finance Newsletter, October 2018, Loan Spotlight, $400,000 cash-out refinance of a 6-unit apartment located in Contra Costa County; funds were used to pay off a maturing variable line of credit with remaining funds set aside for capital improvements
  • Finance Newsletter, September 2018, Loan Spotlight, $3,000,000 one-time close 15-year fixed construction to perm loan for a single family residence located in Contra Costa County; the construction term is 18-24 months (interest only) and remaining balance converts to 15 yr fixed / 30 yr amortized term
  • Finance Newsletter, July 2018, Loan Spotlight, $1,220,000 cash out refinance of an owner occupied single family home located in Marin County involving a non-occupant co-borrower; cash out funds were used to reimburse home owner for exterior improvements to subject property
  • Finance Newsletter, June 2018, Loan Spotlight, $470,000 loan modification/extension of maturity date for owner-occupied office building used to house law practices; extension came without prepayment penalty and allowed borrowers enough time to sell their property
  • Finance Newsletter, May 2018, Loan Spotlight, $12,800,000 acquisition financing as part of a 1031 exchange involving multiple apartment properties (200+ units) located in different states; all loans closed on time and within 45-60 days of application
  • Finance Newsletter, February 2018, Loan Spotlight, $121,000 stand-alone line of credit on a single family hom located in Orange County behind a large first mortgage of $800K+; funds were used for business purposes
  • Finance Newsletter, January 2018, Loan Spotlight, $679,650 cash out refinance on a single family home (rental) located in Marin County for borrower with multiple properties located in U.S. and Europe; funds were set aside to upgrade exterior and interior of property when it becomes vacant
  • Finance Newsletter, October 2017, Loan Spotlight, $1,475,000 refinance of a 19-unit apartment building located in Contra Costa County; funds were used to payoff short term seller bridge loan after buyer raised rents and re-tenanted vacant units within 3 months of acquisition
  • Finance Newsletter, September 2017, Loan Spotlight, $1,237,000 construction loan to payoff existing private note and complete improvements to pre-leased ground floor retail space and two upper floors of flex office space in a newly redesigned multi-tenant commercial building located in Los Angeles County
  • Investment Newsletter, August 2017, Investment Spotlight, $450,000 in investable assets (cash) placed in a first mortgage lien investment real estate fund earning 6% ROI and paid out monthly for a term of 9 months
  • Finance Newsletter, July 2017, Loan Spotlight, $3,427,500 cash-out refinance of 32-unit apartment complex in Sonoma County, with approx. $1.4 million in cash out proceeds set aside for continued improvement of subject property and continued investment in real estate
  • Finance Newsletter, April 2017, Loan Spotlight, $600,000 refinance of recently purchased 10-unit apartment as part of a 1031 exchange involving a U.S. citizen who is domiciled in a foreign country
  • Finance Newsletter, March 2017, Loan Spotlight, $544,000 purchase loan for luxury condo in San Diego involving otherwise unqualified borrower who received a large structured settlement with a payout distribution over 7 years
  • Investment Newsletter, February 2017, Investment Spotlight, selling broker for $1,600,000 sale of 10-unit apartment building in Sacramento to 1031 exchange client
  • Finance Newsletter, January 2017, Loan Spotlight, $485,000 cash out refinance of owner occupied SFR involving a 10-year fixed ARM (interest only) first deed and 20-year fixed second deed of trust
  • Investment Newsletter, October 31, 2016, Investment Spotlight, $2,775,000 sale of 6-unit apartment building in San Francisco for overseas client
  • Finance Newsletter, September 30, 2016, Loan Spotlight, $1,720,000 refinance of owner-user medical office building
  • Finance Newsletter, July 31, 2016, Loan Spotlight, $700,000 private money loan for residential investment property rehab with vesting issue involving use of court stipulation separating marital assets in lieu of inter-spousal grant deed; loan was approved and ready to fund within 7 days
  • Finance Newsletter, June 30, 2016, Loan Spotlight, $5,000,000 loan modification/extension of maturity date for neighborhood shopping center with expiring anchor tenant lease and 80% occupancy
  • Finance Newsletter, March 30, 2016, Loan Spotlight, $1,530,000 private money loan for residential investment property with multiple tax and creditor liens
  • Finance Newsletter, February 29, 2016, Loan Spotlight, $428,000 refinance for 11-Unit apartment building located in a sparsely populated area/tourist based economy
  • Investment Newsletter, January 30, 2016, Real Estate Investment Offering, Sale of 6-Unit Apartment Building, San Francisco, CA
  • Finance Newsletter, January 15, 2016, Loan Spotlight, $1,015,000 purchase loan for 7-unit apartment building for U.S. Investor living overseas
  • Holiday Newsletter, December 30, 2015, Special Edition
  • Finance Newsletter, December 15, 2015, Loan Spotlight, $1,860,000 purchase of office building that 100% vacant at loan funding
  • Finance Newsletter, November 13, 2015, Loan Spotlight, $1,000,000 cash out refinance of retail property with less than 12 months stable income history
  • Finance Newsletter, October 12, 2015, Loan Spotlight, $1,635,000 cash out refinance of industrial property with less than 12 months stable income history
  • Insurance Newsletter, October 5, 2015, Spotlight on Property Insurance, master policy for several properties saved property owners $25K/yr in premiums
  • Finance Newsletter, September 25, 2015, Loan Spotlight, $2,155,000 cash out refinance of 32-unit apartment complex with ongoing well monitoring

Please contact us today at (800) 749-0941 to discuss your particular financial needs and how we can be of service to you. If you are interested in obtaining a real estate loan, you may want to complete our online 'Loan Quote' form to receive a free preliminary loan evaluation.

We offer a variety of real estate financing options for various property types.

Financing Options:

  • Fixed/Term
  • Adjustable
  • Bridge Loans
  • Construction/Rehab
  • Home Equity Line
  • CRE Line of Credit
  • Mezzanine Loans
  • SBA Loans

Property Types:

  • Apartments (5+ Units)
  • Hotel/Motel
  • Industrial
  • Mini-Storage
  • Land
  • Mobile Home Parks
  • Senior Housing
  • Student Housing
  • Mixed-Use
  • Office
  • Owner-Occupied
  • 1-4 Residential
  • Retail
  • Shopping Centers
  • Single-Tenant  

Sources of Capital:

  • Life Insurance Companies
  • Wall Street Investment Banks
  • Regional & Local Banks
  • Agency Loans
  • Credit Unions
  • Private Money

We offer a variety of real estate financing options for various property types.

Financing Options:

  • Fixed/Term
  • Adjustable
  • Bridge Loans
  • Construction/Rehab
  • Home Equity Line
  • CRE Line of Credit
  • Mezzanine Loans
  • SBA Loans

Property Types:

  • Apartments (5+ Units)
  • Hotel/Motel
  • Industrial
  • Mini-Storage
  • Land
  • Mobile Home Parks
  • Senior Housing
  • Student Housing
  • Mixed-Use
  • Office
  • Owner-Occupied
  • 1-4 Residential
  • Retail
  • Shopping Centers
  • Single-Tenant  

Sources of Capital:

  • Life Insurance Companies
  • Wall Street Investment Banks
  • Regional & Local Banks
  • Agency Loans
  • Credit Unions
  • Private Money

Pacific Financial Group, Four Embarcadero Center, Suite 1400, San Francisco, CA 94111 
  T: (415) 390-6750 | F: (888) 988-9434  |  info@pacfigroup.com

  Pacific Financial Group, All Rights Reserved.



 
 

CA Insurance license Samuel A. Shummon #0I49823.
Real Estate Broker – CA Bureau of Real Estate – Cal BRE #0129501 – NMLS #328979
Pacific Bay Lending, Inc.  – CA Bureau of Real Estate – Cal BRE #01874818 – NMLS #318011
www.nmlsconsumeraccess.org

 Made in the U.S.A. | Privacy Statement



Equal Fair Housing

Pacific Financial Group, Four Embarcadero Center, Suite 1400, San Francisco, CA 94111 
  T: (415) 390-6750 | F: (888) 988-9434  |  info@pacfigroup.com

  Pacific Financial Group, All Rights Reserved.



 
 

CA Insurance license Samuel A. Shummon #0I49823.
Real Estate Broker – CA Bureau of Real Estate – Cal BRE #0129501 – NMLS #328979
Pacific Bay Lending, Inc.  – CA Bureau of Real Estate – Cal BRE #01874818 – NMLS #318011
www.nmlsconsumeraccess.org

 Made in the U.S.A. | Privacy Statement



Equal Fair Housing