Puneet Varma (Editor)

Sabal Financial Group

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Type
  
Limited Partnership

Website
  
www.sabalfin.com

Parent organization
  
Milestone Advisors, LLC

Number of employees
  
Approximately 200

Founded
  
2009

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Key people
  
R. Patterson (Pat) Jackson, Founder and CEO, Newport Beach Kevin R. McKenzie, Head of Investments, Newport Beach Mark Foster, General Counsel, Newport Beach John Bogler, Chief Financial Officer, Newport Beach

Profiles

Sabal financial corporate video


Sabal Financial Group, L.P. is a California-based real estate and finance company, founded in 2009, with headquarters in Newport Beach, and additional offices nationwide and in London, UK. Sabal Financial holds a Commercial Mortgage Primary Servicer rating of CS3, a Construction Loan Servicer designation and a Special Servicer rating of CC3 from Morningstar, and a Special Servicer designation from Fitch with a CSS3+ rating. In 2015, the company completed its SOC 1 audit, conducted in accordance with the American Institute of Certified Public Accountants (AICPA).

Contents

In 2015, the company completed its SOC 1 audit, conducted in accordance with the American Institute of Certified Public Accountants (AICPA).

Since inception, Sabal Financial has managed nearly $8.2 billion in assets on behalf of its clients and investors.

In June 2014, Sabal Financial launched its newest business line, Commercial Real Estate Term Lending, which offers term loans from $1 million to $10 million for stabilized commercial properties nationwide. The division utilizes SNAP™, Sabal Financial’s proprietary Web-based technology that automates part of the loan application and closing process and allows brokers to view and manage deals in real time, through a secure online portal.

In December 2014, Freddie Mac approved Sabal Financial as a Seller/Servicer for its new Small Balance Loan offering, which offers debt solutions for multifamily acquisitions and refinancing.

Practice areas

Sabal Financial has business groups in:

  • Principal Investments
  • Home Builder Finance
  • Commercial Real Estate Term Lending
  • Bridge Lending
  • Bank Credit Advisory
  • Commercial Advisors
  • Third Party Servicing and Construction Loan Administration
  • Key people

  • R. Patterson (Pat) Jackson, Founder and CEO, Newport Beach
  • Kevin R. McKenzie, Head of Investments, Newport Beach
  • Mark Foster, General Counsel, Newport Beach
  • John Bogler, Chief Financial Officer, Newport Beach
  • References

    Sabal Financial Group Wikipedia