Press Releases

CURRENT | ARCHIVE

Sabal Financial Completes $75.5 Million Loan for Construction of 81 News Homes in Lake For...

Newport Beach, Calif. – April 21, 2015Sabal Financial Group, L.P., a diversified financial services firm specializing in real estate, lending and banking, announced today that its Home Builder Finance business recently closed a loan to finance the construction of 81 new for-sale residences in Lake Forest, Calif. The $75.5 million loan was provided to Baldwin & Sons LLC, a Newport Beach, Calif.-based home builder and will finance land development and construction of the homes, which are the first phase of the builder’s Portola Northwest Project.

“We are excited to add Baldwin & Sons to our portfolio of borrowers,” said Darren Fancher, Head of Production for Sabal Financial Home Builder Finance. “This was a complicated transaction, but we were able to structure a non-recourse debt facility that met the borrower’s needs and deadline.”

The 28-acre site is located at the northwest corner of Glenn Ranch and Saddleback Ranch Roads, and is part of the Portola Center master-planned community, which will ultimately include a mix of commercial space and over 900 residential units. The 81 single-family detached homes will include-seven one- and two-story floorplans offering three, four and five bedrooms. Site development has already begun, and construction is expected to be complete in early 2017.

Sabal Financial’s Home Builder Finance business provides non-recourse acquisition, development and construction financing to experienced small- and mid-sized builders pursuing quality for-sale development opportunities nationwide. A non-regulated lender, Sabal Financial provides flexibility in the structuring of loans, as well as in developing solutions to specific project-related issues.

The firm also operates a Commercial Real Estate Term Lending business, providing $1MM to $10MM senior financing for stabilized properties nationwide including multifamily, office, retail, industrial and self-storage. Sabal Financial is known for its innovative use of technology, employing SNAP™, a proprietary online loan processing system, which has reduced the funding cycle to 35 days or less.

About Sabal Financial Group

Sabal Financial Group, L.P. is an international diversified financial services firm specializing in real estate, banking and lending headquartered in Newport Beach, California. The firm’s flagship Principal Investments business has established a strong foothold in the distressed debt arena, bringing nearly $8.2 billion in real estate assets under management since the firm’s inception in 2009. The Sabal Financial platform also operates a number of complementary businesses including Real Estate Capital Solutions, Advisory Solutions, Third-Party Servicing and Sabal Europe. For more information, visit sabalfin.com.

# # #

Sabal Financial Closes 16 Commercial Real Estate Term Loans Across the United States Total...

Newport Beach, Calif. – January 13, 2015Sabal Financial Group, L.P., a diversified financial services firm specializing in real estate, lending and banking, announced today it has provided commercial real estate term debt for 16 deals totaling more than $34 million.  The deals represent debt transactions for multifamily, retail and office properties located in Arizona, California, Georgia, Ohio, Texas and Minnesota. Sabal Financial attributes its transaction pipeline demand with its SNAP™ technology, which has enabled a significant reduction in the lender’s funding cycle timeline.

“Our deal pipeline has been full since we launched our Commercial Real Estate Term Lending business in June,” said Sabal Financial founder and CEO Pat Jackson. “We attribute this deal flow to strong market demand for small balance debt, as well as to our platform’s SNAP™ technology, which allows us to fund deals in an average of just 35 days.”

In Arizona, Sabal Financial provided a loan of $2.7 million for Peoria Marketplace, a grocery-anchored shopping center in Peoria; and a $2.2 million loan for Sunflower apartments, an 88-unit multifamily community in Glendale.

In California, Sabal Financial provided a $3.9 million loan for Selma Plaza, a grocery-anchored retail center in Selma; a $1 million loan for Fir Avenue Office, a suburban office building in Fresno; a $3.2 million loan for Silverado Plaza, a retail strip center in Mission Viejo; and a $3 million loan for Fountain Crest Apartments, a 72-unit apartment complex in Rancho Cordova.

In Georgia, Sabal Financial provided a loan of $2.7 million for Chalet Valley Apartments, a 14-unit multifamily property located in Dalton.

In Columbus, Ohio, Sabal Financial provided a $1.3 million loan for Ironwood Apartments, a 36-unit multifamily property; $1.3 million loan for Sawmill Apartments, a 128-unit multifamily property; a $1.4 million loan for Governor’s Terrace, a 61-unit apartment property located; and a $2 million loan for Worthington Towers, a 60-unit multifamily property. Additionally, a $2.5 million loan was provided for Valley West Plaza, a multi-tenant retail strip center in Berea.

In Texas, Sabal Financial provided a $2.9 million loan for The Glens Apartments, a 68-unit multifamily property in Houston; and a $1.8 million loan for Summit Apartments, a 15-unit apartment property in Austin.

In St. Paul, Minnesota, Sabal Financial provided a $2.3 million loan for Southview Shopping Center, a grocery-anchored shopping center.

Sabal Commercial Term Lending offers small balance loans of $1-10 million for stabilized commercial properties nationwide. All major commercial property types are considered including office, industrial, multifamily, retail, mixed-use and self-storage. The business’ utilization of SNAP™, a robust web-based tool, allows brokers to generate live quotes as well as allows the firm to automate portions of the application and closing process, ensuring fast closing times.

“Our SNAP™ interface allows brokers to easily initiate the finance process and to track and view the status of loans,” said Len Israel, Director of Sabal Financial Commercial Term Lending. “These benefits, along with a fast fund cycle, have spurred demand for our debt solutions.”

About Sabal Financial

Sabal Financial Group, L.P. is an international diversified financial services firm specializing in real estate, banking and lending headquartered in Newport Beach, California. The firm’s flagship Principal Investments business has established a strong foothold in the distressed debt arena, bringing nearly $7.4 billion in real estate assets under management since the firm’s inception in 2009. The Sabal Financial platform also operates a number of complementary businesses including Real Estate Capital Solutions, Advisory Solutions, Third-Party Servicing and Sabal Europe. For more information, visit sabalfin.com.

# # #

Freddie Mac Approves Sabal Financial as a Seller/Servicer for the Small Balance Loan Offer...

Newport Beach, Calif. – January 7, 2015Sabal Financial Group, L.P., a diversified financial services firm specializing in real estate, lending and banking, announced today its approval as a Seller/Servicer in Freddie Mac’s new Small Balance Loan offering, which offers debt solutions for multifamily acquisitions and refinancing. Just one of six eligible Seller/Servicers approved by Freddie Mac for the new program, Sabal Financial will offer non-recourse mortgages ranging from $1 million to $5 million to eligible borrowers nationwide. The firm is the only participant in the program employing the proprietary SNAP™ web-based technology.

“As a national commercial real estate lender and a company whose core business interests focus on the small balance loan arena, Freddie Mac’s new Small Balance Loan offering is a natural fit for Sabal Financial,” said founder and CEO Pat Jackson. “Our expertise aligns well with Freddie Mac’s goals for this new multifamily debt program.”

The Freddie Mac Multifamily Small Balance Loan Program is designed to enable liquidity, stability and certainty of execution in the country’s affordable rental housing marketplace. Applicable properties include conventional multifamily housing of five units or more with 90 percent or more occupancy, including properties with tax abatements and Section 8 vouchers. Notable components of the program include full-term interest-only options, low interest rates, non-recourse, 80 percent loan-to-value and flexible pre-payment options. Competitive pricing and streamlined loan processes are also cornerstones of the new program.

“Sabal Financial is a great Seller/Servicer addition for us,” said David Brickman, executive vice president of Freddie Mac Multifamily. “The firm was selected for its demonstrated expertise in commercial real estate, particularly in the small balance finance market, as well as for its operational efficiency.”

Sabal Financial will utilize its proprietary SNAP™ technology to ensure efficient processes during pricing, underwriting, closing and funding of loans through Freddie Mac’s Small Balance Loan Program. A robust web-based platform, SNAP™ generates live quotes and automates portions of the application and closing process, ensuring speed to finance.

“Sabal Financial has placed technology at the center of its business processes from the start as a means to enable efficiency, speed and scalability in operations,” added Jackson. “We created SNAP™ specifically for our lending businesses and it has allowed us to dramatically reduce our funding cycle while also providing our broker clients with a number of additional benefits.”

Sabal Financial’s participation in the Freddie Mac Multifamily Small Balance Loan offering will commence immediately, with loan processing operations occurring as of December 17.

About Sabal Financial

Sabal Financial Group, L.P. is an international diversified financial services firm specializing in real estate, banking and lending headquartered in Newport Beach, California. The firm’s flagship Principal Investments business has established a strong foothold in the distressed debt arena, bringing nearly $7.4 billion in real estate assets under management since the firm’s inception in 2009. The Sabal Financial platform also operates a number of complementary businesses including Real Estate Capital Solutions, Advisory Solutions, Third-Party Servicing and Sabal Europe. For more information, visit sabalfin.com.

# # #

Sabal Financial Names John A. Bogler Chief Financial Officer

Newport Beach, Calif. – October 30, 2014 – Sabal Financial Group, L.P., a diversified financial services firm, has named John A. Bogler as chief financial officer. In his role, Bogler will provide strategic leadership in all aspects of the firm’s financial operations, working with the firm’s leadership to help drive continued growth and expansion of the platform.

Bogler brings more than 25 years of experience in the financial services sector. He has held executive positions providing leadership for finance, accounting, information technology, human resources, facilities and enterprise risk management, while also designing and developing cross-functional teams, executing on corporate and operational consolidation plans, cost reduction initiatives and capital planning strategies, including stress testing in compliance with the Dodd-Frank Act.

Prior to joining Sabal Financial, Bogler served as chief financial officer at CapitalSource, Inc., where he provided executive leadership for the establishment and development of a bank subsidiary, oversaw the consolidation of various corporate support divisions and executed on strategies to reorganize and reposition the company to create significant shareholder value.  He was also a key leader in the negotiation and evaluation of the company’s decision to enter into a merger of equals with another depository institution, creating a regional banking enterprise.

“We are proud to bring John aboard our team and believe his expertise will be instrumental in further strengthening our financial operations and ideally positioning us for continued growth,” said Pat Jackson, founder and CEO of Sabal Financial. “John’s background in financial and capital planning will benefit the company as we expand our platform in the next five years and beyond.”

Since inception in 2009, the firm has grown to acquire nearly $7.4 billion in assets on behalf of its clients and investors. Over the past several years, the firm has continued to use technology to expand its business lines to meet market needs. In June, the firm launched its Commercial Real Estate Term Lending business, which utilizes SNAP™, an innovative technology, to process loan applications of $1 million to $10 million for stabilized properties nationwide. Sabal Financial is also utilizing technology to grow its Third Party Servicing and Construction Loan Administration businesses, and make those processes more efficient for clients.

“Sabal Financial is consistently looking for ways to keep clients and investors ahead of the curve – and integrating technology into all of our processes is one of the best ways to achieve that,” said Jackson. “By bringing John on board, we will gain the expertise needed to strategically leverage our finances to grow the company and continue to invest in the technologies and other areas that will help us to succeed in the marketplace.”

About Sabal Financial

Sabal Financial Group, L.P. is an international diversified financial services firm specializing in real estate, banking and lending headquartered in Newport Beach, Calif. The firm’s flagship Principal Investments business has established a strong foothold in the distressed debt arena, bringing nearly $7.4 billion in real estate and land assets under management since the firm’s inception in 2009. The Sabal Financial platform also operates a number of complementary businesses including Real Estate Capital, Bank Solutions and Sabal Europe. For more information, visit www.sabalfin.com.

###

Sabal Financial Names Matthew Stoehr Chief Information Officer

Newport Beach, Calif. – October 30, 2014 – Sabal Financial Group, L.P., a diversified financial services firm, has named Matthew Stoehr as Chief Information Officer based in the company’s Newport Beach, Calif. office. In his role, Stoehr will oversee the company’s technology planning, network infrastructure and communications network.

“Matthew comes to us with extensive experience in the application of technology to improve business practices and outcomes,” said Pat Jackson, Founder and CEO of Sabal Financial. “Matthew’s expertise with technology infrastructure for the real estate and finance industries will help us to continue to expand platforms and reflects our commitment to integrating technology across all of our businesses.”

According to Jackson, technology and innovation have been at the core of Sabal Financial’s business since its inception, and the firm continues to place technology at the forefront throughout all areas of the company.

This announcement comes at a time of increased technology innovation in Sabal Financial’s lending business. The company recently announced its Commercial Real Estate Term Lending division, which employs a proprietary technology platform called SNAP™, Secure Next-Gen Application Process, to generate live quotes on loans of $1-$10 million for stabilized properties nationwide. SNAP™, an easy-to-use, web-based tool, automates certain portions of the loan application and closing process, and provides brokers with the ability to conduct real-time deal management, keeping information at their fingertips.

“SNAP™ is just one example of how Sabal Financial uses technology-driven systems to keep our clients and investors ahead of the curve,” said Jackson. “As we look at continuing to develop our businesses, there are several areas where technology will be a key component of our divisions’ growth plans.”

Stoehr brings 20 years of experience in technology and real estate to Sabal Financial’s IT division. Prior to joining Sabal Financial, he served in high-level technology positions at Compellon, Inc., a data analysis firm for the financial industry, and Caruso Affiliated, a real estate and finance company.

About Sabal Financial

Sabal Financial Group, L.P. is an international diversified financial services firm specializing in real estate, banking and lending headquartered in Newport Beach, Calif. The firm’s flagship Principal Investments business has established a strong foothold in the distressed debt arena, bringing nearly $7.4 billion in real estate and land assets under management since the firm’s inception in 2009. The Sabal Financial platform also operates a number of complementary businesses including Real Estate Capital, Advisory Solutions and Sabal Europe. For more information, visit www.sabalfin.com.

###

Sabal Financial Completes Construction Loans for Eight New Home Communities in Washington ...

Newport Beach, Calif. – July 16, 2014Sabal Financial Group, L.P., a diversified financial services firm specializing in real estate, lending and banking, announced today it has financed the construction of eight new home communities in the states of Washington and California. The transactions are the latest in a series of acquisition, development and construction (AD&C) loans closed by Sabal Financial’s Home Builder Finance division.

“Sabal’s unique offering of non-recourse AD&C loans, as well as its ability to provide a greater portion of the capital stack than traditional banks, has fueled Sabal’s growth,” according to Tom Farrell, Sabal’s Director of Home Builder Finance.

In Washington, Sabal Financial provided a $3.7 million loan for the construction of two luxury single-family homes in Yarrow Point, a highly desirable neighborhood close to schools, shopping and Belleview’s major employers.

Sabal Financial provided a $9.1 million loan for the construction of 21 single-family homes in Federal Way, Wash., which is near the headquarters for such employers as Microsoft, Starbucks, Amazon.com, Nordstrom, and Weyerhaeuser.

Sabal Financial provided a $16.7 million loan for the construction of 42 single-family homes in Gig Harbor, an affluent suburb of Tacoma, Wash., as well as a $2.3 million loan for the construction of six three-story townhomes in an infill location in the Madison Valley neighborhood of Seattle.

In California, Sabal Financial provided a $3.6 million loan for the construction of ten single-family homes in an infill site in Eagle Rock, a community in Northeast Los Angeles. This project takes advantage of the Los Angeles Small Lot Subdivision Ordinance. Sabal also provided a $3.5 million loan for the construction of five attached townhomes in West Hollywood.

Sabal provided a $4.4 million loan for the construction of ten single-family homes in Redlands, as well as a $5.3 million loan for the construction of 17 single-family homes in Santa Rosa. The Santa Rosa project is a redevelopment of a 2.2-acre infill site and includes the construction of 15 new homes, the renovation of one existing home and the tear down and replacement of another.

Mr. Farrell added, “Sabal has proven its capabilities in homebuilder finance over the past two and an half years. We will continue to fine tune our operation in order to remain a finance provider of choice for the homebuilder community”

About Sabal Financial Group

Sabal Financial Group, L.P. is an international diversified financial services firm specializing in real estate, banking and lending headquartered in Newport Beach, Calif. The firm’s flagship Principal Investments business has established a strong foothold in the distressed debt arena, bringing nearly $7.4 billion in real estate assets under management since the firm’s inception in 2009. The Sabal Financial platform also operates a number of complementary businesses including Real Estate, Bank Solutions and Sabal Europe. For more information, visit www.sabalfin.com.

 

Sabal Financial Expands Its Capital Solutions Platform with Commercial Real Estate Term Le...

Newport Beach, Calif. – June 9, 2014Sabal Financial Group, L.P., a diversified financial services firm specializing in real estate, lending and banking, today announced its expansion into commercial real estate (CRE) term lending. To facilitate the growth into this sector, the company is leveraging a leading edge technology to facilitate a predictable and reliable financing solution for small balance commercial real estate loans.

“Historically, many loan applicants have faced extended periods of uncertainty throughout a lengthy financing process. Our new platform is staffed with exceptional talent focused on providing superior service and managing to high-level quality expectations. Our innovative technology simply accelerates the process,” said Len Israel, Director of CRE Term Lending for Sabal Financial.

SNAP™ provides a web-based, security-controlled interface where brokers and their borrowers can efficiently go through the loan process with access to real-time interest rates, loan tracking tools and closing checklists. Designed with the unique needs of brokers in mind, SNAP™ can be accessed through the Sabal Financial website or direct link portal. Once registered, SNAP™ greatly increases transparency to brokers working to get their loans approved by providing status updates and access to crucial loan process information.

Sabal Financial’s CRE Term Lending division will leverage the company’s experience with its existing lending platforms and skilled team of commercial real estate investor professionals. The group offers term loans from $1 million to $10 million for a wide range of commercial property types through an exclusive broker-driven network.

“From day one, innovation has been a key to Sabal’s success, bringing expertise and efficiency to the real estate and financial marketplace,” said Pat Jackson, CEO and Founder of Sabal Financial. “Sabal continually finds ways to reinvent traditional processes through the use of technology and the launch of our CRE Term Lending division and development of SNAP™ are important steps in accomplishing this mission. We believe SNAP™ embodies Sabal’s innovative spirit and will be embraced by brokers seeking an improved way to transact commercial real estate loans.”

For more information about Sabal Financial’s CRE Term Lending department, please visit: www.sabalfin.com/businesses/real-estate-capital-solutions/cre-term-lending.

About Sabal Financial

Sabal Financial Group, L.P. is an international diversified financial services firm specializing in real estate, banking and lending headquartered in Newport Beach, Calif. The firm’s flagship Principal Investments business has established a strong foothold in the distressed debt arena, bringing nearly $7.4 billion in real estate and land assets under management since the firm’s inception in 2009. The Sabal Financial platform also operates a number of complementary businesses including Real Estate, Bank Solutions and Sabal Europe. For more information, visit www.sabalfin.com.

###

Sabal Financial Names Len Israel Director of Commercial Real Estate Term Lending

Newport Beach, Calif. – June 9, 2014 – Sabal Financial Group, L.P., a diversified financial services firm, has named Len Israel as Director of its Commercial Real Estate (CRE) Term Lending platform out of Newport Beach, Calif. In his role, Israel will oversee all aspects of the CRE Term Lending division, including overall direction, broker relationships, loan originations and business development efforts.

“The success of our CRE Term Lending division depends on our team’s ability to combine the use of our first-of-its-kind technology system with our real estate expertise,” said Pat Jackson, Founder and CEO of Sabal Financial. “Len’s deep experience in developing and utilizing software platforms to scale a national platform in the real estate space gives us a competitive advantage in the competitive lending space.”

Israel brings nearly 30 years of experience in real estate and banking to Sabal Financial’s CRE Term Lending division. He has held executive leadership positions directing business platforms for regional, national and global financial institutions.

The launch of the CRE Term Lending division marks continued growth for Sabal Financial’s lending platforms, which also include CRE Bridge Lending and Home Builder Finance divisions. The CRE Term Lending platform, which operates from an exclusively wholesale position, offers term loans from $1 million to $10 million for a wide range of commercial property types. To facilitate the lending process, Sabal Financial unveiled proprietary online software, SNAP™, the Secure Next-Gen Application Program, which utilizes integrated systems to standardize the loan process and create efficiencies, putting all the elements of a term lending application and closing in one place.

“The launch of our CRE Term Lending offering allows us access to a piece of the market that we’ve previously left untouched. Through the use of algorithms that include robust risk scoring mechanisms, SNAP™ enables us to efficiently and predictably process and close term loans,” said Jackson. “As a company, we’ve always been driven by a desire to innovate, and SNAP™ and our CRE Term Lending division are concrete examples of our ability to do that successfully.”

About Sabal Financial

Sabal Financial Group, L.P. is an international diversified financial services firm specializing in real estate, banking and lending headquartered in Newport Beach, Calif. The firm’s flagship Principal Investments business has established a strong foothold in the distressed debt arena, bringing nearly $7.4 billion in real estate and land assets under management since the firm’s inception in 2009. The Sabal Financial platform also operates a number of complementary businesses including Real Estate Capital, Bank Solutions and Sabal Europe. For more information, visit www.sabalfin.com.

###

Sabal Financial Names Michel Margala Lending Operations Manager

Newport Beach, Calif. – June 9, 2014 – Sabal Financial Group, L.P., a diversified financial services firm, has named Michel Margala as Manager of Lending Operations out of Newport Beach, Calif. In her role, Margala will oversee operational and processing responsibilities through loan funding of commercial real estate loans for Sabal Financial.

“Michel comes to us with a strong real estate and finance background which will help to bring our team to the next level,” said Pat Jackson, Founder and CEO of Sabal Financial. “Michel’s position will provide us with the expertise needed to continue to grow our already expanding lending business.”

Sabal Financial’s lending platform includes robust CRE Bridge Lending and Home Builder Finance divisions. The firm also recently announced its Commercial Real Estate Term Lending division, which utilizes a proprietary online portal to process loan applications online and provide instant updates to borrowers and brokers on the status of their loan. The division offers recourse and non-recourse loans from $1 million to $10 million for a wide range of property types.

“We are excited to expand our lending platform to include commercial real estate term lending,” said Jackson. “This offering utilizes a technology-driven system to make the process of obtaining a loan highly-efficient, and underscores our commitment to keeping our clients ahead of the curve.”

Margala brings 25 years of experience in real estate, banking, loan work outs, asset management, special assets, underwriting and project management to Sabal Financial’s lending divisions. Prior to joining Sabal Financial, she worked as a consultant for several financial service firms, including Lehman Brothers, Union Bank, and Lyon Capital, LLC.

About Sabal Financial

Sabal Financial Group, L.P. is an international diversified financial services firm specializing in real estate, banking and lending headquartered in Newport Beach, Calif. The firm’s flagship Principal Investments business has established a strong foothold in the distressed debt arena, bringing nearly $7.4 billion in real estate and land assets under management since the firm’s inception in 2009. The Sabal Financial platform also operates a number of complementary businesses including Real Estate Capital, Bank Solutions and Sabal Europe. For more information, visit www.sabalfin.com.

###

Sabal Financial Continues Expansion of Home Builder Finance Division with Addition of New ...

Newport Beach, Calif. – April 24, 2014 Sabal Financial Group, L.P., a diversified financial services firm specializing in real estate, banking and lending, announces the personnel additions of four new executives to its Home Builder Finance division, marking continued growth. Darren Fancher joined the Home Builder Finance senior team as the division’s Head of Production. In addition, Sabal Financial named Will Rivett as Production Officer in San Francisco, Calif., Scott Wissbaum as Production Officer in Portland, Ore., and Paresh Patel as Production Officer in Newport Beach, Calif.

As Head of Production, Fancher will be responsible for managing the loan origination and production teams, helping to strengthen Sabal Financial’s position as a leading, non-regulated lender to home builders nationwide. Prior to his current appointment, Fancher served as the Manager of Dispositions for Sabal Financial where he managed real estate assets. Fancher brings more than 15 years of experience in real estate, finance and law, including positions at Lehman Brothers and White & Lee, LLP.

“We are pleased to have Darren bring his expertise to the Home Builder Finance division,” said Pat Jackson, Founder and CEO of Sabal Financial. “His understanding of the various facets of the real estate and home builder industries enables us to continue to keep our home builder clients and investors ahead of the curve.”

Over the past year, Sabal Financial’s Home Builder Finance division has experienced significant growth in the Northwest and Western markets. The addition of Rivett, Wissbaum and Patel underscores the strong performance of the division.

“Bringing in team members with an array of expertise is a vital step in expanding our Home Builder Finance division and to ensuring that we are able to provide the exceptional real estate and regional market guidance, as well as speed to financing, we are known for,” said Jackson.

Rivett joined Sabal Financial with a background in mergers and acquisitions, and home building investment banking. As a Production Officer, Rivett originates for-sale housing construction, acquisition and development loans in the San Francisco Bay Area. Prior to joining Sabal Financial, Rivett was Vice President at Builder Advisor Group.

Wissbaum joined the team as a Production Officer, after previously serving at Sabal Financial as an Asset Manager. Wissbaum has more than 11 years of real estate acquisition, development, management, and finance experience proactively originating, underwriting, securing, structuring, managing, and servicing debt and equity investments across a broad range of real estate product types nationwide. Prior to his role with Sabal Financial, Wissbaum served as a Managing Partner of RED Group, LLC, where he provided underwriting services for a wide spectrum of real estate investment opportunities.

Patel has nearly 18 years of experience in the banking industry and a concentration in corporate business development within the real estate industry. Patel comes to Sabal Financial after tenure with Bank of American Merrill Lynch, where he most recently held the position of Senior Vice President in the firm’s Commercial Real Estate Banking-Home Builder Division. At Sabal Financial, he will serve as Production Officer in the Newport Beach, Calif. office, also assisting with for-sale housing construction and acquisition and development loans.

For more information, please visit: www.sabalfin.com.

###

Sabal Financial Completes $75.5 Million Loan for Construction of 81 News Homes in Lake For...

Newport Beach, Calif. – April 21, 2015Sabal Financial Group, L.P., a diversified financial services firm specializing in real estate, lending and banking, announced today that its Home Builder Finance business recently closed a loan to finance the construction of 81 new for-sale residences in Lake Forest, Calif. The $75.5 million loan was provided to Baldwin & Sons LLC, a Newport Beach, Calif.-based home builder and will finance land development and construction of the homes, which are the first phase of the builder’s Portola Northwest Project.

“We are excited to add Baldwin & Sons to our portfolio of borrowers,” said Darren Fancher, Head of Production for Sabal Financial Home Builder Finance. “This was a complicated transaction, but we were able to structure a non-recourse debt facility that met the borrower’s needs and deadline.”

The 28-acre site is located at the northwest corner of Glenn Ranch and Saddleback Ranch Roads, and is part of the Portola Center master-planned community, which will ultimately include a mix of commercial space and over 900 residential units. The 81 single-family detached homes will include-seven one- and two-story floorplans offering three, four and five bedrooms. Site development has already begun, and construction is expected to be complete in early 2017.

Sabal Financial’s Home Builder Finance business provides non-recourse acquisition, development and construction financing to experienced small- and mid-sized builders pursuing quality for-sale development opportunities nationwide. A non-regulated lender, Sabal Financial provides flexibility in the structuring of loans, as well as in developing solutions to specific project-related issues.

The firm also operates a Commercial Real Estate Term Lending business, providing $1MM to $10MM senior financing for stabilized properties nationwide including multifamily, office, retail, industrial and self-storage. Sabal Financial is known for its innovative use of technology, employing SNAP™, a proprietary online loan processing system, which has reduced the funding cycle to 35 days or less.

About Sabal Financial Group

Sabal Financial Group, L.P. is an international diversified financial services firm specializing in real estate, banking and lending headquartered in Newport Beach, California. The firm’s flagship Principal Investments business has established a strong foothold in the distressed debt arena, bringing nearly $8.2 billion in real estate assets under management since the firm’s inception in 2009. The Sabal Financial platform also operates a number of complementary businesses including Real Estate Capital Solutions, Advisory Solutions, Third-Party Servicing and Sabal Europe. For more information, visit sabalfin.com.

# # #

CLOSE

Sabal Financial Closes 16 Commercial Real Estate Term Loans Across the United States Total...

Newport Beach, Calif. – January 13, 2015Sabal Financial Group, L.P., a diversified financial services firm specializing in real estate, lending and banking, announced today it has provided commercial real estate term debt for 16 deals totaling more than $34 million.  The deals represent debt transactions for multifamily, retail and office properties located in Arizona, California, Georgia, Ohio, Texas and Minnesota. Sabal Financial attributes its transaction pipeline demand with its SNAP™ technology, which has enabled a significant reduction in the lender’s funding cycle timeline.

“Our deal pipeline has been full since we launched our Commercial Real Estate Term Lending business in June,” said Sabal Financial founder and CEO Pat Jackson. “We attribute this deal flow to strong market demand for small balance debt, as well as to our platform’s SNAP™ technology, which allows us to fund deals in an average of just 35 days.”

In Arizona, Sabal Financial provided a loan of $2.7 million for Peoria Marketplace, a grocery-anchored shopping center in Peoria; and a $2.2 million loan for Sunflower apartments, an 88-unit multifamily community in Glendale.

In California, Sabal Financial provided a $3.9 million loan for Selma Plaza, a grocery-anchored retail center in Selma; a $1 million loan for Fir Avenue Office, a suburban office building in Fresno; a $3.2 million loan for Silverado Plaza, a retail strip center in Mission Viejo; and a $3 million loan for Fountain Crest Apartments, a 72-unit apartment complex in Rancho Cordova.

In Georgia, Sabal Financial provided a loan of $2.7 million for Chalet Valley Apartments, a 14-unit multifamily property located in Dalton.

In Columbus, Ohio, Sabal Financial provided a $1.3 million loan for Ironwood Apartments, a 36-unit multifamily property; $1.3 million loan for Sawmill Apartments, a 128-unit multifamily property; a $1.4 million loan for Governor’s Terrace, a 61-unit apartment property located; and a $2 million loan for Worthington Towers, a 60-unit multifamily property. Additionally, a $2.5 million loan was provided for Valley West Plaza, a multi-tenant retail strip center in Berea.

In Texas, Sabal Financial provided a $2.9 million loan for The Glens Apartments, a 68-unit multifamily property in Houston; and a $1.8 million loan for Summit Apartments, a 15-unit apartment property in Austin.

In St. Paul, Minnesota, Sabal Financial provided a $2.3 million loan for Southview Shopping Center, a grocery-anchored shopping center.

Sabal Commercial Term Lending offers small balance loans of $1-10 million for stabilized commercial properties nationwide. All major commercial property types are considered including office, industrial, multifamily, retail, mixed-use and self-storage. The business’ utilization of SNAP™, a robust web-based tool, allows brokers to generate live quotes as well as allows the firm to automate portions of the application and closing process, ensuring fast closing times.

“Our SNAP™ interface allows brokers to easily initiate the finance process and to track and view the status of loans,” said Len Israel, Director of Sabal Financial Commercial Term Lending. “These benefits, along with a fast fund cycle, have spurred demand for our debt solutions.”

About Sabal Financial

Sabal Financial Group, L.P. is an international diversified financial services firm specializing in real estate, banking and lending headquartered in Newport Beach, California. The firm’s flagship Principal Investments business has established a strong foothold in the distressed debt arena, bringing nearly $7.4 billion in real estate assets under management since the firm’s inception in 2009. The Sabal Financial platform also operates a number of complementary businesses including Real Estate Capital Solutions, Advisory Solutions, Third-Party Servicing and Sabal Europe. For more information, visit sabalfin.com.

# # #

CLOSE

Freddie Mac Approves Sabal Financial as a Seller/Servicer for the Small Balance Loan Offer...

Newport Beach, Calif. – January 7, 2015Sabal Financial Group, L.P., a diversified financial services firm specializing in real estate, lending and banking, announced today its approval as a Seller/Servicer in Freddie Mac’s new Small Balance Loan offering, which offers debt solutions for multifamily acquisitions and refinancing. Just one of six eligible Seller/Servicers approved by Freddie Mac for the new program, Sabal Financial will offer non-recourse mortgages ranging from $1 million to $5 million to eligible borrowers nationwide. The firm is the only participant in the program employing the proprietary SNAP™ web-based technology.

“As a national commercial real estate lender and a company whose core business interests focus on the small balance loan arena, Freddie Mac’s new Small Balance Loan offering is a natural fit for Sabal Financial,” said founder and CEO Pat Jackson. “Our expertise aligns well with Freddie Mac’s goals for this new multifamily debt program.”

The Freddie Mac Multifamily Small Balance Loan Program is designed to enable liquidity, stability and certainty of execution in the country’s affordable rental housing marketplace. Applicable properties include conventional multifamily housing of five units or more with 90 percent or more occupancy, including properties with tax abatements and Section 8 vouchers. Notable components of the program include full-term interest-only options, low interest rates, non-recourse, 80 percent loan-to-value and flexible pre-payment options. Competitive pricing and streamlined loan processes are also cornerstones of the new program.

“Sabal Financial is a great Seller/Servicer addition for us,” said David Brickman, executive vice president of Freddie Mac Multifamily. “The firm was selected for its demonstrated expertise in commercial real estate, particularly in the small balance finance market, as well as for its operational efficiency.”

Sabal Financial will utilize its proprietary SNAP™ technology to ensure efficient processes during pricing, underwriting, closing and funding of loans through Freddie Mac’s Small Balance Loan Program. A robust web-based platform, SNAP™ generates live quotes and automates portions of the application and closing process, ensuring speed to finance.

“Sabal Financial has placed technology at the center of its business processes from the start as a means to enable efficiency, speed and scalability in operations,” added Jackson. “We created SNAP™ specifically for our lending businesses and it has allowed us to dramatically reduce our funding cycle while also providing our broker clients with a number of additional benefits.”

Sabal Financial’s participation in the Freddie Mac Multifamily Small Balance Loan offering will commence immediately, with loan processing operations occurring as of December 17.

About Sabal Financial

Sabal Financial Group, L.P. is an international diversified financial services firm specializing in real estate, banking and lending headquartered in Newport Beach, California. The firm’s flagship Principal Investments business has established a strong foothold in the distressed debt arena, bringing nearly $7.4 billion in real estate assets under management since the firm’s inception in 2009. The Sabal Financial platform also operates a number of complementary businesses including Real Estate Capital Solutions, Advisory Solutions, Third-Party Servicing and Sabal Europe. For more information, visit sabalfin.com.

# # #

CLOSE

Sabal Financial Names John A. Bogler Chief Financial Officer

Newport Beach, Calif. – October 30, 2014 – Sabal Financial Group, L.P., a diversified financial services firm, has named John A. Bogler as chief financial officer. In his role, Bogler will provide strategic leadership in all aspects of the firm’s financial operations, working with the firm’s leadership to help drive continued growth and expansion of the platform.

Bogler brings more than 25 years of experience in the financial services sector. He has held executive positions providing leadership for finance, accounting, information technology, human resources, facilities and enterprise risk management, while also designing and developing cross-functional teams, executing on corporate and operational consolidation plans, cost reduction initiatives and capital planning strategies, including stress testing in compliance with the Dodd-Frank Act.

Prior to joining Sabal Financial, Bogler served as chief financial officer at CapitalSource, Inc., where he provided executive leadership for the establishment and development of a bank subsidiary, oversaw the consolidation of various corporate support divisions and executed on strategies to reorganize and reposition the company to create significant shareholder value.  He was also a key leader in the negotiation and evaluation of the company’s decision to enter into a merger of equals with another depository institution, creating a regional banking enterprise.

“We are proud to bring John aboard our team and believe his expertise will be instrumental in further strengthening our financial operations and ideally positioning us for continued growth,” said Pat Jackson, founder and CEO of Sabal Financial. “John’s background in financial and capital planning will benefit the company as we expand our platform in the next five years and beyond.”

Since inception in 2009, the firm has grown to acquire nearly $7.4 billion in assets on behalf of its clients and investors. Over the past several years, the firm has continued to use technology to expand its business lines to meet market needs. In June, the firm launched its Commercial Real Estate Term Lending business, which utilizes SNAP™, an innovative technology, to process loan applications of $1 million to $10 million for stabilized properties nationwide. Sabal Financial is also utilizing technology to grow its Third Party Servicing and Construction Loan Administration businesses, and make those processes more efficient for clients.

“Sabal Financial is consistently looking for ways to keep clients and investors ahead of the curve – and integrating technology into all of our processes is one of the best ways to achieve that,” said Jackson. “By bringing John on board, we will gain the expertise needed to strategically leverage our finances to grow the company and continue to invest in the technologies and other areas that will help us to succeed in the marketplace.”

About Sabal Financial

Sabal Financial Group, L.P. is an international diversified financial services firm specializing in real estate, banking and lending headquartered in Newport Beach, Calif. The firm’s flagship Principal Investments business has established a strong foothold in the distressed debt arena, bringing nearly $7.4 billion in real estate and land assets under management since the firm’s inception in 2009. The Sabal Financial platform also operates a number of complementary businesses including Real Estate Capital, Bank Solutions and Sabal Europe. For more information, visit www.sabalfin.com.

###

CLOSE