Debt & Equity Finance

Debt & Equity Finance assignments include commercial mortgage placement as well as project- and entity-level mezzanine and equity capitalizations. DTZ Rockwood creates value for its clients by combining its proven marketing and negotiating techniques with highly credible access to capital sources through its institutional relationships.

DTZ Rockwood’s reputation for successful outcomes that achieve maximum proceeds, while achieving the most competitive capital costs and desirable terms and conditions, is based on our understanding of the requirements of lenders and borrowers, and our ability to best structure financings which meet the needs of all parties involved.

Representative financing and recapitalization transactions executed by DTZ Rockwood include:

• $63 million financing of Portofino, a 283-unit apartment building located in Jersey City, NJ.


• $90 million financing of two Continuing Care Retirement Communities (CCRCs) located in Tampa and Bradenton, FL.


• $30 million acquisition and redevelopment financing of Stones River Mall, a 412,000-square-foot regional mall located in Murfreesboro, TN.


• $460 million debt and equity financing associated with the acquisition of Westinghouse Communities.


• $165 million of commingled equity capital raised for the Westport Senior Living Investment Fund, L.P. (“Westport Fund I”), a commingled, discretionary investment fund that targets investment in the development and acquisition of CCRCs, on behalf of Westport Advisors, Ltd.