Helvetica Group - Carlsbad, CA

You are here

Helvetica Group - Carlsbad, CA

Thank you for making us part of your success. - Citi
About Us

The Helvetica Group is a a real estate investment bank and family office providing innovative private lending, distressed asset acquisitions, brokerage, investment management and family office services. Helvetica aggregates investor capital in pursuit of greater alpha by targeting diligently underwritten, alternative investments secured by real estate assets.

We are a direct lender and invest on behalf of individual investors, trusts, pension plans, retirement funds and institutional investors representing over $1 billion in combined assets. We work closely with brokers, bankers, lenders and financial advisors as strategic partners to provide clients with fast access to financing, affording them the opportunity to quickly leverage their real estate assets.

The Helvetica Team has decades of experience providing corporate finance advisory services and capital procurement for companies and individuals internationally. Quick turn-around financing coupled with outstanding personal service is what the team offers. Together the team has been responsible for over $1 billion in corporate finance and real estate transactions.

The Helvetica Approach
Helvetica takes an innovative, alternative approach to private money lending and asset acquisitions. We incorporate conventional underwriting processes with quick, common sense underwriting.


Program Niches: fix & flips, stabilizations, CMBS workouts, balloon payments, REO acquisitions, quick closings, DPO’s, foreign nationals, bank turndowns, credit challenges, BK buyouts, 1031 exchanges, partner buyouts, foreclosure bailouts

Purpose: business, investment, and commercial purposes only
***No Consumer Loans***

Financing Types: first trust deeds, structured finance, acquisitions

Location: Most metro areas nationwide
(CA, AZ, TX, FL, NV preferred)

Loan Amounts: $100,000 to $10 million +

Rates: 7.98% and up

Fees: 2 – 4 Points

Loan Term: 6 months to 10 years

Loan to Value: 55%, and Up to 65% with exceptions

Loan to Cost: Up to 80% with holdback for improvements

Property Types: retail, office, light industrial, multifamily, mixed-use, self-storage, RV parks, mobile home parks, non-owner occupied residential, residential portfolios

Industries Served
  • Real Estate Professionals
Pepperdine University Graziadio School of Business and Management

Recently Viewed Content

Log In daily to get more profile views.

Jim Osten
Chief Financial Officer
Boston , MA
iBorrow (formerly Eagle Group Finance) is a West Coast-based direct lender that provides short term...
Geraci: Captivate 2017 Conference
09/10/2017 - 8:00am
3708 S Las Vegas Blvd Las Vegas, NV 89109
Shopping Centers Today
Shopping Centers Today covers regional and global development, finance, leasing, management,...
DTLA Arts District Development Site
Los Angeles, CA 90014