REAL ESTATE & BUSINESS CAPITAL

The right capital.
A clear path
forward.

Connecting sponsors, developers, and businesses with the debt and equity capital to move their next opportunity forward.

Discuss Your Financing Submit a Deal

CAPITAL CONSULTING & PLACEMENTBUILT AROUND YOUR OPPORTUNITY

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A CONSIDERED APPROACH

Perspective on the opportunity.
Focus on the execution.

Debt & equityReal estate & businessAcquisition to stabilizationSponsor relationshipsGlobal lender gateway

THE AXIAL APPROACH

Capital is only part
of the equation.

Every financing request has a business plan behind it. We take the time to understand yours—then organize the information, identify suitable capital relationships, and help coordinate the path ahead.

Axial Capital USA is a capital consulting and placement firm. We work with sponsors, developers, and operating businesses to bring clarity to their financing needs and support execution through the transaction process.

How we work

CAPITAL SOLUTIONS

Built for each stage
of your opportunity.

We help source financing solutions across the capital stack, based on your project and the requirements of potential capital partners.

Acquisition & bridge

Capital for property acquisitions, transitional assets, and time-sensitive financing needs.

ACQUISITION · BRIDGE

Construction & completion

Financing for new development and projects that need additional capital to reach completion.

CONSTRUCTION · COMPLETION

Refinance & stabilization

Capital to refinance existing debt, support lease-up, and move an asset toward stabilization.

REFINANCE · LEASE-UP

Structured debt & equity

Mezzanine debt, preferred equity, and recapitalization strategies that address gaps in the capital stack.

MEZZANINE · PREFERRED EQUITY

Joint venture capital

Common equity and joint venture relationships aligned with the sponsor, project, and business plan.

COMMON EQUITY · JV EQUITY

Business capital

Capital placement support for operating businesses with a defined funding need and growth plan.

OPERATING BUSINESSES

WHO WE SERVE

Ambitious plans.
Experienced coordination.

Tell us about your opportunity

01 / DEVELOPERS & SPONSORS

From site to
completed project.

Construction, completion, and equity capital for sponsors moving a development through its next phase.

02 / OWNERS & OPERATORS

Position the asset
for what comes next.

Acquisition, bridge, refinancing, and recapitalization support for real estate owners and operators.

03 / OPERATING BUSINESSES

Support the next
business milestone.

A structured approach to financing needs, financial information, and potential capital relationships.

REAL ESTATE FOCUS

Multifamily · Luxury residential · Manufactured housing · Industrial · Hospitality · Condominiums · Land development

OUR PROCESS

Clarity at every step.

One coordinated process from the initial conversation through diligence and closing.

Share the opportunity

Tell us about the project, funding need, and desired timing.

Build the package

Provide deal information and documents through your secure sponsor portal.

Review the request

We assess the financing need, information gaps, and potential structure.

Connect with capital

We identify suitable capital relationships and coordinate introductions.

Support execution

Move through capital partner diligence, documentation, and closing.

For global lenders

Your gateway to U.S. direct lending

Sourced, underwritten and serviced lending opportunities with U.S. sponsors, developers and operating companies.

Schedule an introductory call How it works

Who we are

A U.S. origination and direct lending platform

Axial Capital USA originates, structures and capitalizes commercial loans for U.S. sponsors, developers and operating companies, through debt, equity or both.

Origination

Proprietary deal flow from U.S. sponsors, developers and intermediaries

Underwriting

Local diligence on collateral, sponsors, markets and cash flows

Structuring

Senior, mezzanine and equity structures matched to each lender's mandate

Servicing

Closing, monitoring, reporting and asset management on the ground

The opportunity

Why U.S. direct lending

Depth of demand

The world's largest and most diverse borrower base, across real estate, energy, technology and middle-market M&A.

A financing gap

Tighter bank lending has pushed sponsors toward private lenders who can move with speed and certainty.

Lender protections

Established legal framework, enforceable security interests, title insurance and transparent public records.

Attractive, USD returns

Floating- or fixed-rate, U.S. dollar income with senior secured positions and negotiated covenants.

The challenge

What stands between global capital and U.S. borrowers

Barrier	Without a local partner	With Axial
Deal sourcing	Limited, adverse-selected flow	Direct sponsor relationships
Diligence	Remote, costly, slow	On-site, market-level underwriting
Legal and structuring	Unfamiliar state-by-state rules	U.S. counsel, title and closing managed
Servicing	No local monitoring	Draws, reporting and workouts handled

How it works

The Axial gateway model

U.S. borrowers

Sponsors, developers and operating companies seeking debt or equity

Axial Capital USA

Originate · Underwrite · Structure · Close · Service

Global lenders

Review, approve and fund opportunities that fit their mandate

You keep full credit approval. We deliver a curated, fully underwritten pipeline and manage every U.S.-side step from term sheet to repayment.

Where we lend

Four core sectors

Real estate

Multifamily, industrial, hospitality, mixed-use and ground-up development

Oil and gas

Reserve-based lending, acquisitions, development drilling and midstream assets

Technology

Growth and recurring-revenue lending, infrastructure and data centers

M&A

Acquisition, recapitalization and buyout financing for middle-market businesses

What we structure

Debt and equity across the capital stack

Product	Typical use	Position
Senior secured term loans	Stabilized assets, acquisitions	First lien
Bridge and transitional loans	Value-add, lease-up, repositioning	First lien
Construction and development	Ground-up real estate, energy projects	First lien
Mezzanine and subordinated debt	Gap financing, leveraged buyouts	Second lien
Preferred and JV equity	Sponsor co-investment, recaps	Equity

Ways to partner

Flexible partnership models

Deal-by-deal

Review individual opportunities and fund only those you approve.

Co-lending and participations

Take a pro-rata or tranched share of loans alongside other partners.

Forward-flow program

Pre-agreed criteria and allocation for a steady pipeline of loans.

Dedicated mandate

A U.S. lending program built and managed to your investment policy.

Target parameters

Indicative deal profile

Term	Range
Loan size	$10M to $500M per transaction
Senior leverage	Up to 75% LTV / 80% LTC
Mezzanine leverage	10% to 15%
Tenor	12 to 36 months (bridge); 5, 10 or up to 25 years (term)
Pricing	SOFR + 100 bps, or fixed; origination fees shared as agreed
Security	First mortgage or first lien, guarantees, cash management

Indicative only, not an offer to lend.

Risk discipline

Built to protect lender capital

Underwrite

Sponsor background and track record
Third-party appraisals and reports
Stress-tested cash flows

Structure

Conservative leverage
Covenants, reserves and guarantees
Title insurance and perfected liens

Monitor

Draw and budget control
Monthly or quarterly reporting
Early-warning and workout plans

Lender protection

Six layers of protection on every loan

First-lien security

Senior position perfected by recorded mortgage or UCC filing

Title insurance

Lender's policy insures lien priority and title on real estate loans

Guarantees

Sponsor recourse, completion and non-recourse carve-out guarantees

Cash management

Controlled accounts plus interest, tax and capital reserves

Covenants

DSCR, LTV and debt-yield tests with regular reporting

Enforcement

Foreclosure and receivership remedies under U.S. state law

Next steps for lenders

Let's build your U.S. lending pipeline

Introductory call

Share your mandate, appetite and return targets

Agree criteria

NDA and lending parameters for your pipeline

First opportunities

Receive underwritten deals for your review

Robert Farris, Partner · David Pan, Partner

Axial Capital USA, LLC · partners@axialcapitalusa.com · +1 (940) 279-9005

FOR EXISTING SPONSORS

Your information. One organized place.

Submit deal details, upload required documents, and respond to Axial’s requests in your sponsor portal.

Sponsor Login

LET’S START A CONVERSATION

What are you
building next?

Tell us where you are today
and the capital you need to move forward.

Discuss Your Financing

The right capital.A clear pathforward.

Capital is only partof the equation.

Built for each stageof your opportunity.