Lighthouse deals
Five closed deals,
anonymized.
Each case study below is a real, closed transaction Connected Capital placed or co-managed in the last twenty-four months. Addresses, borrower names, and loan numbers are stripped for the public surface; the underwriting math and capital-partner names are not. A full evidence package — recorded deed, lender HUD-1, payoff statement — is available under NDA on request.
Bridge Refi · Cleveland MSA · 2025
Cleveland 8-Property Portfolio Refinance
A held multifamily portfolio across the Cleveland and East Cleveland markets — eight separately-titled assets, three existing senior lenders, mixed-vintage value-add capex still in flight. Connected Capital restructured the capital stack around a single Renovo bridge facility with a structured construction holdback, coordinated the simultaneous eight-property closing through one title agency, and built the unit-by-unit draw protocol that turns the holdback as scope finishes. The single-facility refinance removed three separate amortization schedules and three separate guaranty packages from the sponsor's balance sheet.
Outcome: single bridge facility replaces three legacy loans · construction holdback funds value-add capex without re-underwriting · single guaranty replaces three.
Loan amount$9,057,000
Construction holdback$1,259,748
Property count8
Total facility$10,316,748
Asset classClass B/C MF
MSACleveland
Close window~90 days
StructureCross-collateral
Multi-Asset Acquisition · Cleveland · 2025
378-Unit Cleveland Portfolio · Phase I
A bulk acquisition of a 378-unit multifamily portfolio in the Cleveland MSA from a single seller-operator. Phase I closed mid-2025; Phase II structured to follow 45–60 days later to allow seller-financed paper to seasoning. Connected Capital coordinated the SPE entity formation, the broker engagement, outside counsel for the bulk-sale documentation, and the lender shelf evaluation across bridge, soft-money, and agency takeout paths.
Total deal~$14.15M
Units378
PhasingI + II
Value-Add Bridge · Jackson MSA · 2025
135-Unit Jackson, MS Acquisition + Rehab
A 135-unit Class C multifamily in the Jackson, Mississippi market — acquired in late 2025 with a Dominion Financial bridge facility plus a structured construction draw schedule. Five funded construction draws across six months, each tied to specific scope completion: roof rehab, common-area work, unit-turn capex. Recorded deed, post-close counsel handoff, and inspection-tied draw funding all run through one workflow.
Units~135
Draws funded5
StructureAcq + rehab
Agency · Freddie SBL · Toledo MSA
Toledo Multifamily Agency Refi (Greystone SBL)
A held multifamily asset in the Toledo, Ohio market financed through Greystone Servicing's Freddie Mac Small Balance Loan platform. Long-fixed agency takeout of an earlier acquisition, with the cheapest available long-term rate the deal could support given the asset's stabilized profile. Annual asset-management inspection coordinated through Strategic Asset Services. The model case for what an agency exit looks like when the prior bridge worked the way it was supposed to.
ProgramFreddie SBL
VintageHeld since 2022
StatusStabilized
Replacement Deal · Jackson MSA · 2026
144-Unit Jackson, MS — Acq + Rehab (Pre-Approved)
A 144-unit multifamily built 2005, ~138,280 sf, structured as a replacement after an earlier 135-unit deal in the same MSA fell through pre-close. Connected Capital re-underwrote the new subject within the existing borrower entity, ran the back-out cascade against the new purchase price and rehab budget, and surfaced a Dominion soft term sheet at 75% PP / 100% rehab / 60% LTV ARV inside two weeks of subject substitution. Eleven-percent interest-only during the rehab phase, with an agency takeout path penciled at stabilization.
Purchase price$2,250,000
Rehab budget$3,000,000
ARV$10,080,000
Full evidence package available under NDA
Recorded deeds, loan numbers, lender HUD-1 statements, and entity-level docs are available for the case studies above on request and under standard NDA. Connected Capital does not publish borrower names, loan numbers, or street addresses on the public surface — the work speaks; the names stay private.
Case studies reflect transactions in which Connected Capital Corp LLC was the placing brokerage, co-managing operator, or both. Dollar figures are the actual loan amounts. Asset descriptors (unit counts, MSAs, asset class) are accurate. Borrower identities, exact addresses, and loan numbers are redacted to protect counterparty privacy; full underlying documentation is available under NDA on request. Past performance is not indicative of future results; Connected Capital does not guarantee specific outcomes.