Navigating Valuation Risk in a Complex Loan Portfolio
March 17, 2026. An institutional investment manager was evaluating the acquisition of a $500 million loan pool secured by approximately 50 multifamily and mixed-use properties, originally originated by a major New York–based financial institution. To support its due diligence, Summer Street Advisors was engaged to conduct an appraisal review of the underlying collateral.
Evaluating a Distressed Debt Portfolio
February 18, 2026. A private debt fund originated a large volume of loans during the 2021–2022 market peak. As market conditions shifted, the fund’s capital providers placed the fund into wind-down. The original investment and asset-management teams were dismissed, and a third-party servicer was brought in to dispose of assets.
Stabilizing a Distressed Multifamily Asset
January 21, 2026. Summer Street Advisors was engaged by the lending group to provide ongoing asset management and loan surveillance, including quarterly financial reporting to the warehouse lender across the broader loan portfolio. In parallel, SSA was asked to take a hands-on role with the REO asset.