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Jeffrey Sweeney is an investment banker with years of experience in direct lending and corporate finance for small- to middle-market companies. He is the chairman and CEO of US Capital Partners, an innovator in small- to middle-market business lending. US Capital Partners has been providing prompt, innovative, and reliable financing solutions across the United States and abroad for more than a decade.

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Tuesday
Jan242017

US Capital Partners Advises on $7 Million Project Financing for La Quinta Inns & Suites Development

QuantumSphere

Private investment bank provides project financing for landmark 76-room hotel development in Lodi, California.

SAN FRANCISCO, JANUARY 2016 – US Capital Partners Inc.has advised on well-structured, custom project financing of $7 million for the construction of a La Quinta Inns & Suites hotel in Lodi, San Joaquin County, California. The 40,000 square foot, 76-room hotel will be located at 1136 S. Cherokee Lane in Lodi, a city well-known for being a center of wine grape production.

Headquartered in San Francisco, US Capital Partners is a full-service private investment bank that makes direct debt investments, participates in debt facilities, and has wide distribution for debt and equity private placements. The firm has a history of successful closings in the commercial and residential real estate sectors.

Yogesh Patel, principal at Lodi Vineyards Hospitality, LLC, the developer for the project, said: “We’ve appreciated the creative financing solutions and attention to detail US Capital Partners has delivered while advising us on the development of our project and providing financing options.”

“We are extremely pleased to have advised on this $7 million project financing for a landmark La Quinta Inns & Suites hotel development in Lodi,” said Jeffrey Sweeney, Chairman and CEO at US Capital Partners. “The developer approached our firm for help in securing suitable construction financing and to better understand the various options available to the firm. US Capital Partners provided intelligently structured financing, while successfully increasing the loan-to-value ratio for the project.”

About La Quinta Inns & Suites

Founded in 1968, La Quinta Inns & Suites is a chain of hotels in the United States, Canada, Mexico, and Honduras. Shares in the company are listed on the New York Stock Exchange under the symbol LQ. Headquarters in Irving, Texas, the company owns and operates over 800 properties and franchises approximately 295 under various brand names. Most La Quinta Inns are built with Spanish or Southern architecture.

About US Capital Partners Inc.

Since 1998, US Capital Partners (www.uscapitalpartners.net) has been providing well-structured, custom finance solutions to private and public companies with up to $250 million in top-line sales revenue or project size. Headquartered in San Francisco, US Capital Partners is a private investment bank that makes direct debt and equity investments between $500,000 and $100 million, participates in debt facilities, and has very wide distribution for debt and equity private placements. The firm also offers financial advisory services for buy-side and sell-side engagements and for capital formation, including early-stage financings requiring equity or debt.

To learn more about how your business can secure the funding it needs, email Jeffrey Sweeney, Chairman and CEO, at jsweeney@uscapitalpartners.net or call (415) 889-1010.

Monday
Jan232017

It's Not All About Trump

The presidential election cycle occurs every four years, no matter what is going on with the economic cycle and stock market.  Obama took office on January 20, 2009.  The country had been in recession 14 months, the housing market bubble had popped over a year earlier, and the S&P 500 had lost roughly -46% of its value.  Since 1900, the average recession lasts 15 months.
 
The magnitude of the market decline from the October 2007 high to inauguration day 2009 had only been experienced twice before since WW2 – 1973/74 and 2000/02.  On January 20, 2009, there was a high probability the stock market would trade higher over the next four and eight years given the depth of the decline and the duration of the recession no matter who was elected president.
 
One of the key tenets to successful investing is to buy low.  This is followed by sell high.  Obama’s inauguration missed the ultimate market low by about six weeks.  Today, Obama relinquishes the presidency to Donald Trump.  The S&P 500 is up 167% during Obama’s two terms.  History is likely to judge Obama’s presidency as favorable for the stock market.
 
The schedule is the schedule and it must be kept.  Trump does not have the freedom to pick which day he is inaugurated.  With the major stock indexes near all-time highs, Trump may have been handed exactly the opposite stock market fate that Obama experienced.  The current expansion has endured for 90 months.  The average expansion since 1900 is just 47 months.
 
On closer inspection, the timing of inauguration day 2017 may actually be more of a mid-cycle entry point rather than a high.  Trump is becoming president after the slowest expansion on record since WW2.  The tepid pace of growth and meager cumulative advance of the economy may allow for several more years of growth.  Since the prior economic peak in the fourth quarter of 2007, the total cumulative growth of the economy is about 11%.  The average amount of cumulative growth in prior expansions was about 23%.
 

 
The Federal Reserve Bank estimates the long-term annualized growth rate of the U.S. economy (real GDP growth) during all periods (expansions and recessions) is roughly 3%.  During the current expansion starting in the second quarter of 2009, real GDP growth has been 2.1%.  Not only is the current expansion the weakest expansion on record so far, the 2.1% expansion growth rate is well below the long-term average growth rate.
 
The graph above suggests that no matter who becomes the next president today, there is a reasonable probability that the economy has room to expand further before becoming unsustainably inflated and breaking down into the next recession.  Like Obama, Trump may have gotten lucky with his timing.  At the end of Trump’s presidency, we may look back over the Obama/Trump years and say they were the good-old-days of slow and steady growth.

We invite you to call or email anytime if you have questions about our wealth management solutions.  Please give us a call at (415) 249-6337 or email us at info@uscapitalwm.com  to learn more.


Stock Market Dashboard



US Capital Wealth Management is your investment solutions partner. 

Listed below are some of the investment strategies we offer. 
We are eager to speak with investors and investment advisors looking for a new trusted partner.
Please give us a call at 415-249-6337 if you would like to talk.

  

  



 


This commentary and previous editions are available as PDFs:

1/20/2017: It's Not All About Trump
1/13/2017: I Gotta Feeling
1/6/2017: Finally, A Case for International in Your Portfolio
12/30/2016: Predicting the Future -2017
12/23/2016: Bullish New Year
12/16/2016: All I Want For Christmas is Financial Independence
12/9/2016: Debt Trap
12/2/2016: 
Trade What Is, Not What You Think It Should Be – 2017 Outlook
 


Pursuant to the provisions of Rule 206(4)-1 of the Investment Advisors Act of 1940, we advise all readers to recognize that they should not assume that recommendations made in the future will be profitable or will equal the performance of past recommendations. This publication is not a solicitation to buy or offer to sell any of the securities listed or reviewed herein. The contents of this letter have been compiled from original and published sources believed to be reliable, but are not guaranteed as to accuracy or completeness. Nicholas Atkeson and Andrew Houghton are also principals of US Capital Wealth Management, a registered investment advisor. Clients of US Capital Wealth Management and individuals associated with US Capital Wealth Management may have positions in and may from time to time make purchases or sales of securities mentioned herein.

THIS NEWSLETTER IS PROTECTED BY COPYRIGHT LAW. UNAUTHORIZED DISTRIBUTION AND/OR REPRODUCTION BY PHOTOCOPY OR ANY OTHER MEANS IS STRICTLY PROHIBITED AND PUNISHABLE BY A FINE OF UP TO $25,000.

Tuesday
Jan172017

Jeffrey Sweeney of US Capital Has Launched $250M Residential Real Estate Fund

Newly launched private investment fund offers accredited investors the opportunity to benefit from secured, income-generating credit investments in residential real estate.

SAN FRANCISCO, January 2017 – US Capital Partners Inc. is pleased to announce that Chairman and CEO Jeffrey Sweeney has launched the US Capital Residential Real Estate Income Fund (the “Fund”) through the firm’s private investment and asset management division, US Capital Investment Management, LLC.

The General Partner’s aim in creating the Fund is to deliver attractive risk-adjusted returns to its Limited Partner investors, redeemable in cash every quarter, primarily by making senior secured debt investments in residential real estate in the United States, either directly or indirectly through highly promising residential real estate funds and residential real estate development and operating companies.

“We are delighted to be adding this important income-generating residential real estate fund to our expanding family of private investment funds and vehicles,” said Jeffrey Sweeney, Founder and Managing Partner of US Capital Investment Management, LLC and Chairman and CEO of US Capital Partners Inc. “The opportunity to participate in the US Capital Residential Real Estate Income Fund is now open to eligible investors through our digital investment platform, available at www.uscgs.com, which offers a curated selection of private placement opportunities.”

About the Fund

US Capital Residential Real Estate Income Fund, LP aims to preserve principal, provide quarterly current income distributions and capital appreciation, and achieve consistent attractive returns primarily by making senior secured debt investments in residential real estate located primarily in the United States, either directly or indirectly through highly promising residential real estate funds and residential real estate development and operating companies. The average lifetime of investments is expected to be 18–60 months. In identifying potential investment opportunities, the Fund will look for key growth features and sustainable competitive advantages. The General Partner believes focusing on fundamental real estate opportunities that have solid cash flow will result in a higher performance than opportunities focused on capital appreciation alone.

Current Potential Allocations for the Fund

  • Residential Real Estate Operating Company investing in single-family residential real estate in Missouri that can be acquired at an advantageous price, rehabbed, rented, and ultimately resold for a profit. The firm has already attracted more than $4.5 million of equity commitments and acquired 96 homes, and needs additional capital to grow its portfolio.
  • Residential Real Estate Fund structured as a vertically integrated real estate company primarily engaged in funding single-family residential real estate loans. Since commencing operations in 2002, the company has become a leading private money lender in Texas. The company currently has a portfolio of over $100 million consisting of more than 500 loans, and is seeking up to $250 million.

About the General Partner

US Capital Investment Management, LLC was founded by Jeffrey Sweeney as an alternative asset manager that leverages a significant track-record of successful fund management and of debt and equity investments in small and medium-sized businesses. The firm offers both independent investors and institutional investors an opportunity to invest in a variety of carefully managed funds designed to be appropriate for the different risk tolerances and investment objectives of accredited investors.

To learn more about US Capital Investment Management, LLC or this investment opportunity, email Jeffrey Sweeney, Founder and Managing Partner, at jsweeney@uscapitalpartners.net or call +1 (415) 889-1010.

Tuesday
Jan102017

US Capital Partners Provides Over $300 Million in Financings to Small and Lower Middle Market Businesses in the United States

Private investment bank offers strong lending support to underserved businesses across the United States in 2016.

SAN FRANCISCO, JANUARY 2017 – US Capital Partners Inc. announced today that it has provided funding and advisory services for over $300 million in new financings to small and lower middle market businesses in the United States in 2016. US Capital Partners is a private investment bank that makes direct debt investments, participates in debt facilities, and has wide distribution for debt and equity private placements for small and medium-sized businesses.

“Since 1998, US Capital Partners has been providing prompt, innovative, and reliable financing for businesses with annual sales of $1 million to $100 million,” said Jeffrey Sweeney, Chairman and CEO at US Capital Partners. “These companies have historically been underserved by traditional lending sources. Our loans typically range from $500,000 to $50 million. Over $400 million of new financings are planned for 2017.”

Example Transactions in 2016



To learn more about these engagements or about how your business can secure the investment banking services it needs, email Jeffrey Sweeney, Chairman and CEO, at jsweeney@uscapitalpartners.net or call +1 (415) 889-1010.

Wednesday
Jan042017

Happy New Year from US Capital Partners

Very best wishes for a successful and prosperous 2017 from our expanding team of seasoned bankers and wealth managers.

At US Capital Partners, we offer an array of investment banking services to provide financial, strategic, and investment alternatives to our clients. We are relentless in making sure our clients hit their business goals, meet objectives, and maximize shareholder value. US Capital Partners’ services include:

Investment Banking

  • Debt & Equity Private Placements and Syndication
  • Fundraising Placement Agent
  • Mergers & Acquisitions
  • Recapitalizations
  • Restructuring & Insolvency Advisory

Lending

  • Loan Size: $500K to $50M Plus
  • Acquisitions, Refinancings, Bridge Loans
  • Growth/Stretch Capital
  • Senior/Subordinated Cash Flow & Unitranche Loans
  • Revolving Lines of Credit
    • AR/Inventory, Purchase Orders
  • Term Loans
    • Machinery & Equipment, Real Estate, Intellectual Property

Investment Management

  • Direct Lending from US Capital Funds
  • Funds and Investment Vehicles
    • Design, Formation, and Management
  • Investment Administration
  • Portfolio Management
  • Investor Relations

Wealth Management

  • Financial and Investment Management
  • Retirement Planning
  • Legal, Tax, and Estate Planning

Since 1998, we have been delivering strategic options, optimal results, and exceptional value to our clients and partners. We stand ready to meet your specific finance or investment requirements.

As always, do not hesitate to contact us about any current or future transactions in which we could be of assistance.

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