Our Process
Transaction Model
PLACEMENT COMMITTEE
Determines investor appetite and reviews deal structure before issuing LOI
This is preliminary and sets parameters for the proposed investment
Any terms not detailed as a variance will follow CREA Investment Guidelines
CEO, COO, EVP of Syndication & SVP of Risk Management approval required
SCREENING COMMITTEE
Provides an opportunity for the project team to gather and discuss the investment
Screening committee is not scheduled until each department has a solid assessment of the investment
Originator and account manager presents the deal to the working group and receives feedback. All issues will be noted for resolution prior to capital committee
This is a non-voting committee
CAPITAL COMMITTEE
Reviews and approves the final form of the transaction
Occurs when all departments have fully underwritten the investment
All structuring and negotiations must be complete, including a final draft of the LT Partnership Agreement
CEO, COO, CFO, EVP of Syndication and SVPs of CREA Operational Depts. are the voting members
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