Investor Presentaiton
Coordinated and Comprehensive Approach to
Asset Management
ORIGINATION TEAM THAT SOURCES A LOAN REMAINS RESPONSIBLE FOR ASSET MANAGING IT THROUGHOUT ITS
LIFECYCLE UNTIL REPAYMENT
.
5-point loan risk rating system
• Deal teams retain key decision-making authority on asset management (budgets, lease approvals, monitoring, tracking
business plan, etc.)
Frequent communication and feedback with property owners
• While key decision-making authority is held by the Company, third party servicers are used to increase efficiency and
leverage internal resources
.
- Longstanding relationship with Trimont Real Estate Advisors
Handpicked team at Trimont of fully-dedicated and experienced asset management and servicing professionals
Asset management provides a key early warning system for credit issues, and in many cases can prevent them from
occurring
Monitor to ensure compliance with loan terms
Review draw requests for leases and capital items
-
Remain proactive when business plans begin to slip
• Transitional business plans are by nature organic and are expected to evolve over time
- Ongoing proactive asset management is a critical component of risk management and in meeting the ongoing needs
of borrowers as their business plans evolve
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