"My loan is maturing and the bank won't refinance."
Loan Maturity
"My equity partner needs to exit the deal."
Partnership Restructure
"This asset is distressed and I need a solution fast."
Distressed Asset
What We Do
Beyond loan placement
Most brokers place debt. We solve problems. Balser Strategy serves as a strategic intermediary between investors, lenders, developers, and capital providers—creating solutions for transactions that do not fit conventional financing channels.
When the capital stack is broken, when the timeline is compressed, when conventional options have been exhausted—that is precisely where we operate.
Capital Stack Advisory
We analyze and restructure debt, mezzanine, preferred equity, and JV equity to solve financing challenges conventional lenders won't touch.
Debt Placement
Access to an extensive network of banks, debt funds, private lenders, hard money, bridge, and non-QM capital sources across all asset types.
Special Situations
Maturing loans, distressed assets, note sales, foreclosure avoidance, rescue capital, and recapitalizations requiring creative structured solutions.
Capital Provider Sourcing
We connect debt funds, family offices, private investors, and institutional capital with the right opportunities—both on and off market.
Who We Serve
Connecting all sides of the capital markets
Investors & Sponsors
Acquisition financing
Bridge and value-add capital
Recapitalizations
Rescue capital
Off-market opportunity sourcing
Lenders & Banks
Note and loan sales
Non-performing loan dispositions
Borrower workout solutions
Asset recapitalizations
CRE portfolio reduction strategies
Developers
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Ground-up construction debt
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JV equity sourcing
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Construction completion financing
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Preferred equity
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Bridge-to-perm structuring
Capital Providers
Proprietary deal flow
Distressed and special situation opportunities
Off-market acquisition targets
Note and loan purchase opportunities
Recapitalization mandates
Transaction Examples
Problems solved, not loans placed
Recapitalization
$8,200,000
Multifamily — Loan Maturity Rescue
Challenge
Property faced loan maturity with no conventional refinance path. Sponsor under lender pressure.
Solution
Introduced replacement senior debt and preferred equity partner to restructure the capital stack.
Result
Sponsor avoided distress sale, retained ownership, and positioned asset for future refinance.
Recapitalization
$14,500,000
Mixed-Use — Bank-Held Asset
Challenge
Regional bank needed to dispose of a non-performing mixed-use asset. No conventional buyer financing available.
Solution
Introduced qualified investor, structured bridge acquisition financing, and negotiated discounted payoff.
Result
Bank resolved problem asset. Investor acquired below market with immediate equity upside.
Recapitalization
$6,800,000
Retail — Non-Performing Note Disposition
Challenge
Credit union held troubled retail note with borrower in default. No direct sale relationship with note buyers.
Solution
Facilitated introduction to qualified note buyers and advised on pricing and transaction structure.
Result
Institution resolved exposure at target recovery. Buyer acquired at a basis that supported workout strategy.