Equity and Structured Capital

Capital aligned with the ownership plan.

Macallan advises sponsors and owners on third-party equity, subordinate capital and recapitalization solutions for real estate transactions.

Advisory Role

Structure the capital before approaching the market.

Equity requirements are shaped by control, timing, return expectations, downside protection and the intended hold period. We help clients evaluate those tradeoffs, define an executable capitalization and approach appropriate investors with a clear transaction case.

Capital Solutions

Flexible structures for distinct objectives.

Macallan’s role is advisory and placement. We do not represent third-party capital as committed until definitive documentation has been executed.

01

Joint Venture Equity

Capital partnerships for acquisitions, development, substantial rehabilitation and portfolio strategies where governance and long-term alignment are central to the transaction.

LP equity
Co-GP structures
Programmatic partnerships
Development joint ventures
02

Preferred Equity

Subordinate capital designed around the project’s cash flow, risk profile and exit plan, with careful attention to current pay, accrual, control rights and redemption mechanics.

Property-level preferred equity
Accruing and current-pay structures
Intercreditor considerations
Defined exit mechanics
03

Mezzanine and Hybrid Capital

Structured capital alternatives for transactions where the gap between senior debt and common equity requires a tailored solution.

Mezzanine debt
Convertible structures
Subordinate notes
Hybrid capital
04

Ownership Recapitalizations

Capital solutions for partner transitions, liquidity requirements, maturity pressure, revised business plans and assets requiring additional time or capital.

Partner buyouts
GP liquidity
Rescue and transitional capital
Portfolio recapitalizations

Placement Process

Investor outreach follows a defined transaction strategy.

01

Assess

Review the capitalization, business plan, ownership objectives and equity requirement.

02

Structure

Define economics, governance, downside protections and the investor proposition.

03

Market

Approach relevant investors and manage a focused, confidential process.

04

Execute

Compare proposals, coordinate diligence and advance documentation through closing.

Integrated Capitalization

Equity is evaluated alongside the senior financing.

Equity and subordinate capital cannot be assessed in isolation. Macallan evaluates their effect on senior loan sizing, debt service, cash flow priorities, governance, sponsor economics and the long-term refinancing or disposition plan.

Evidence standard: Modeled sources, indications of interest and executed commitments are identified separately so the capitalization reflects what is actually available.

Discuss an Equity Requirement

Start with the capitalization and ownership objective.

We will help determine whether third-party equity or structured capital is appropriate for the transaction.

Submit an Opportunity