| Portfolio Loan Sizing for a Major CMBS Originator: |
| On short notice, Helix Financial assembled a team to
analyze 28 hotel properties and create a “roll-up” cash
flow and sizing model so that this client could quickly
respond to the property owner’s financing request. Helix
Financial completed the project within one business day,
which helped our client to lock up this financing assignment
before their competitors were even able to fully analyze
the financing request. |
| |
| Full Program Support for a Major Commercial Bank: |
| Helix Financial provides an entire infrastructure solution
to the new CMBS lending program for a large commercial
bank. Services include the Rockport Database System, loan
pre-screening and sizing, pricing models, collateral mark-to-market,
hedging analytics and strategic advisory. |
| |
| Cash Flow Underwriting for a Leading Subordinate Bond Buyer: |
| As a routine due diligence provider for this client,
Helix Financial completed loan file reviews, full cash
flow re-underwriting and site inspections to assist in
the acquisition of single-B and unrated loans. Helix Financial
reviewed and underwrote cash flows in connection with
over 100 assets within a three week period. |
| |
| CDO Balance Sheet Management Tool for a Leading REIT: |
| Helix Financial worked directly with senior management
of a mortgage and property REIT to develop a Microsoft
SQL and VB coded system that allows this client to estimate
subordination levels, generate collateral cash flows and
calculate profitability of a CDO bond distribution. |
| |
| Investment Department of a Major Investment Bank: |
| Helix Financial prepares monthly and quarterly investment
surveillance reports for multiple CMBS transactions as
part of a report that is nationally published. Helix Financial
re-underwrites asset cash flows, incorporates changes
in deal structures and rating actions and comments on
general performance of the transactions. |
| |
