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(Sun Valley, ID)


Having previously raised bridge and senior debt pre-Pandemic for this fully entitled hotel and residential project in the accelerating Sun Valley market, we completed the full equity capitalization with a major closing in July 2022.  The project is now full steam ahead for a construction start in H1 2023.  The Sun Valley market has experienced unprecedented growth, completing more than $2.5 billion of residential sales in 2021 and 2022.  With few high-end hotel rooms in this burgeoning market, The Harriman is poised for great success.

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(Healdsburg, CA)


Panoramic raised the lead equity investment for the beautiful new Åppellation Healdsburg (Q1 2022).  Surrounded by rolling hills and vineyards, the 108-key development embraces its rural locale, but is less than two miles from the Healdsburg town square.  The hotel will be operated by Åppellation, a new management group led by restaurateur Charlie Palmer and his partner, Chris Hunsberger, who led the Americas division at Four Seasons for many years.

(East Cape, Los Cabos, BCS, Mexico)


Engaged by the owners of a to-be-developed hotel and residential community one hour from the Los Cabos International Airport in the then-pioneering “East Cape”.  Facilitated recapitalization of the project with a family office development and investment partner, and then raised the construction financing for the resort’s first hotel, the Four Seasons Los Cabos.  The Four Seasons Los Cabos opened in 2020 with great acclaim, and Costa Palmas has achieved record-breaking sales success exceeding Los Cabos Corridor pricing.  A new Aman Resort will open in 2024.


(St. Helena, CA)


Engaged to find a bridge loan, equity capital and debt financing for this boutique resort project located adjacent to the historic Beringer Estate Winery and Vineyard.  Successfully identified an international family office equity partner with development experience, and raised construction debt for the hotel.  The hotel opened as Las Alcobas, and has since been rebranded as the newly launched Alila Napa Valley.

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(Los Cabos, BCS, Mexico)


Opened in 2001, Esperanza was one of the early arrival, luxury resort properties developed on the Los Cabos Corridor, and helped to define the future of hospitality in the entire Los Cabos market.  In addition to raising the construction debt for this premier luxury resort hotel and residential enclave, we arranged the take-out debt financing for the construction loan.  All of this was accomplished at a stage when large-scale debt financing for luxury hospitality projects in Los Cabos was a challenging new execution.

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(Chicago, IL)


From 2016 to 2018, engaged as Board advisor/consultant for Tribune Media Company (at the time, NYSE: TRCO) as it executed its publicly disclosed plans to sell a wide range of real estate assets. Completed sales during the engagement included the Tribune Tower in Chicago, the L.A. Times Building in downtown L.A. and other large-scale assets. Provided advice and support to the highly qualified TRCO real estate team, and helped negotiate terms on specific dispositions.

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(Los Cabos, BCS, Mexico)


This vibrant and popular hotel burst onto the Los Cabos scene in 2015 with an unexpectedly fun and beautiful location just outside of Cabo San Lucas. Its vast rooftop bar/restaurant/event venue provides an exceptional rooftop experience and 360° views of Land's End and Cabo San Lucas.  After the original project stalled following the 2008 recession, it was re-envisioned as a resort hotel and residence that became The Cape. We raised the equity investment capital and identified the construction lender for The Cape, which is increasingly recognized as one of the area’s top luxury lifestyle hotels.

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(Santa Fe, NM)

We raised the construction and mezzanine financing for this iconic and historic landmark property in the hills just north of Santa Fe.  The resort has recently reopened as a totally redeveloped and repositioned luxury resort managed by Auberge Resorts.  With its rich history and luxurious, distinctive reinterpretation of the classic Southwestern-style resort, the new Bishop’s Lodge is well positioned to become the market leader.

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(Punta de Mita, Nayarit, Mexico)


Overall deal advisor for a multi-party development joint venture with luxury hotel brand Auberge Resorts, its capital partners, and two well-capitalized adjacent landowners. On behalf of the primary parcel owner, simultaneously completed the JV closing and a large construction loan closing with a Mexican lender. The transaction was completed in 2019 and the hotel and residences are expected to open in 2022.

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(Los Cabos, BCS, Mexico)


Engaged by one of the premier private resorts in North America to find a lender to refinance the project’s senior debt.  We contacted a wide range of potential debt sources and worked closely with the client to present the unique, complex but highly attractive business model of the resort.  The refinancing was successfully completed in Q4 2020 in the midst of the pandemic.

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(Aspen, CO)


Raised the construction and mezzanine financing for this highly regarded private residential club property developed in the heart of Aspen, just blocks from the base of the gondola.  Now operated as part of the exceptional Timbers Residence Club portfolio, the Dancing Bear immediately became one of the most popular spots in Aspen and achieved a strong residential sell out.

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(Cabo San Lucas, BCS, Mexico)

Raised the construction financing with an international lender on behalf of the project developers and Cargill’s Value Fund. This spectacular property is accessed by a tunnel underneath the beautiful Pedregal mountain neighborhood that rises above Land’s End at the very southern tip of the Baja Peninsula.  Opened originally as the Capella Pedregal, the property offers vast Pacific sunset views.  After selling for a record-breaking price, it was re-branded as a Waldorf Astoria. 

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