INSTITUTIONAL ASSET MANAGEMENT. FLEXIBLE CAPACITY.
Emery Finance provides commercial real estate lenders, investors, and mission-driven financial institutions with experienced asset management and credit support.
EXPERIENCED PERSPECTIVE
Real estate finance and asset management expertise.
PRACTICAL SOLUTIONS
Actionable analysis and clear recommendations.
FLEXIBLE CAPACITY
Support when and where your organization needs it.
SERVICES
Asset Management & Portfolio Monitoring
Disciplined oversight throughout the life of the loan.
Credit Reviews & Risk Ratings
Periodic credit analysis and risk assessment.
Financial & Covenant Monitoring
Review operating performance, financial reporting and loan covenants.
Maturity Management
Monitor upcoming maturities, refinancing progress and repayment strategies.
Extensions & Modifications
Credit analysis supporting extensions, modifications, waivers and servicing actions.
Development Monitoring
Monitor development progress, financing milestones, project delays and capital needs.
Portfolio Surveillance
Identify portfolio trends, emerging risks and credits requiring additional attention.
CREDIT & ADVISORY
Practical support for complex credits and growing portfolios.
Emery Finance provides additional analytical capacity, specialized credit expertise, and a disciplined perspective on portfolio risk.
Portfolio and watchlist reviews
Credit memorandum preparation
Special asset analysis
Asset management policies and procedures
Portfolio reporting and risk analysis
Workflow development
Temporary or project-based asset management support
WHO WE SERVE
Built for the Real Estate Credit Ecosystem
CDFIs
Asset management support for growing and complex loan portfolios.
Community & Regional Lenders
CRE credit analysis and portfolio monitoring.
Loan & Investment Funds
Ongoing surveillance and reporting across real estate debt investments.
Impact Investors
Asset-level financial and credit oversight for community development and real estate investments.
LET’S DISCUSS YOUR PORTFOLIO.
Experienced insight where it matters.
Whether you need ongoing asset management capacity or assistance with a specific credit, we’d welcome the opportunity to learn more.
Discuss an Engagement →