Institutional Investors

Pine Financial Group recognizes that each investor has unique needs, priorities, and investment preferences. We offer a diverse platform of separate accounts, evergreen funds, and co-investments, enabling investors to achieve their targeted duration and exposure to specific geographic regions and property types.

INVESTMENT PORTFOLIO AND PROCESS

Direct access to senior real estate debt

We deliver customized real estate lending solutions for our clients who build, develop, and renovate properties. Our portfolio of fixed-rate, first lien mortgages provides investors with consistent monthly cash flow and returns, low volatility, security in the capital stack, and diversification. Private real estate has historically had low correlation to traditional and other alternative assets.

Disciplined underwriting

We are committed to protecting and growing investors’ capital. Each investment undergoes a multi-step underwriting process that focuses on the borrower’s creditworthiness, the project upside, and the security of the underlying collateral. We review our underwriting guidelines monthly to ensure our policies stay current with the ever-changing market. Opportunities are screened by loan officers and analyzed by our management team.

$975.1MM

Loans Originated Since Inception

2,534

Loans Funded

1,195

Borrowers

12.9%

WEIGHTED AVG INTEREST RATE OF LOANS UNDER MANAGEMENT

Metrics as of June 30, 2024

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EVERGREEN FUNDS

Evergreen, income generating strategies

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SEPARATELY MANAGED ACCOUNTS

Customized products providing solution-driven partnerships

“We believe that to be successful, we must go beyond underwriting attractive investments. We work together with our borrowers to ensure they succeed on their rehabilitation projects. We prioritize providing investors and capital partners with transparency and flexibility.”

–Kevin Amolsch, President