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Case Studies

Lument case studies highlight the dedication, expertise, and resourcefulness that our customers can expect from our professionals—as well as the close coordination between the production, underwriting, and closing team that leads to an exceptional experience. 

“With this deal and others like it, we hope to demonstrate to transitional housing owners in other cities that they can turn to Freddie Mac for financing that meets their needs."
Kentez Montgomery
Targeted Affordable Housing team producer

Transitional Housing | New York City, New York

Lument Teams Up with Freddie Mac and GFI to Finance Transitional Housing in New York City

Lument provided a $5.2 million, five-year, fixed-rate loan that fit the sponsor’s timeline while providing funds that it can use to create additional transitional housing.
Our Solution
“From conducting a deep dive into our financials to pinpointing the improvements we needed to make to operate more efficiently and effectively, Lument was instrumental in getting us to the point where we could successfully complete the purchase.”
Matt Stuart
Co-Owner

Seniors Housing and Care | Oklahoma City, Oklahoma

Lument Helps SNF Secure Financing and Optimize Operations

Read how Lument helped improve operations during a strategic acquisition.
Our Solution
“Chad and his team do a fantastic job of communicating, being upfront about the challenges, and finding creative ways to deliver the best on the financing side.”
Joseph Welden
President and Chief Investment Officer

Conventional Multifamily | Metro Charlotte, NC

Securing Fannie Mae Financing for a Time-Sensitive Multifamily Buy

Learn why StoneRiver Company turned to Lument and Chad Hagwood.
Our Solution
“Lument worked tirelessly to make sure our legacy in the local community would persist after the sale by vetting each party and guiding us throughout the process, including negotiating the retention of our loyal staff.”
Madelyn Simon Lozano
Executive Director

MERGERS & ACQUISITIONS | Miami, Florida

Lument Securities Advises on Sale of Miami Retirement Community

Epworth Village Retirement Community is a nonprofit offering the complete continuum of care.
Our Solution
“Turning over the 45-year legacy of this company to the employees in the form of an ESOP was an easy decision, as employee ownership is a natural fit for a profession that is so labor intensive...The harder part was the execution, and our banking and legal teams delivered.”
OWNER & FORMER CEO

MERGERS & ACQUISITIONS | The Midwest

Creative Legacy Planning & Employee Ownership for Skilled Nursing Operators

During the COVID-19 pandemic, the Lument M&A team advised a leading regional skilled nursing owner-operator on a nuanced two-phased transaction.
Our Solution
“Working with Fannie Mae was not something we ever contemplated,” he says. “The Lument team stepped up to make the transaction as smooth as possible.”
KEN BRALY
ROC Director

MANUFACTURED HOUSING | Aptos, CA

Lument’s Commitment to Resident-Owned Communities Pays Off For Aptos Knoll

The California MHC Community Secures Low-interest Fixed-Rate Financing for 30 Years.
Our Solution
“The Lument team was able to deliver a stellar outcome in a period of time that even under normal conditions would be considered exceptional”
Leslie L. Yielding
President & General Manager | EBSCO Income Properties, LLC

CONVENTIONAL MULTIFAMILY | Alabama & Georgia

Going all out for a Customer

With interest rates dropping to historic lows, EBSCO Income Properties decided to refinance a portfolio of three communities in Georgia and Alabama.
Our Solution
“If I didn't know about all the hard work that went into making it possible, I would have called it a miracle.”
Dana Blair
Managing Director, Chief Underwriter

Small Balance Multifamily | Los Angeles, CA

Setting a New Record for Service

Lument fought against time and the pandemic to come through for a 1031 investor.
Our Solution
“We were successful because we were able to effectively manage changes in our internal processes even as we were responding to an extremely fluid and uncertain external environment.”
Andy Kitts
Chief Underwriter, Seniors Housing

SENIORS HOUSING & HEALTHCARE | Honolulu, HI

Making the Case for the Borrower

With COVID-19 outbreaks at skilled nursing facilities making financing of all seniors housing communities more difficult, the Lument team worked closely with Fannie Mae to...
Our Solution
“With the Elliot Twin High Rises, we set out to fulfill our vision to preserve public housing across Minneapolis”
Abdi Warsame
MPHA Executive Director/CEO

AFFORDABLE | Minneapolis, MN

A Sustainable Vision for Public Housing

Lument’s Rental Assistance Demonstration (RAD) track record was essential to creating a deeper funding stack for MPHA while keeping all the moving parts running smoothly.
Our Solution

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Lument is a subsidiary of ORIX Corporation USA. Securities, Investment Banking and Advisory Services provided through Lument Securities, LLC, Member FINRA/SIPC. *Investment advisory services are provided by Lument Investment Management, LLC, registered as an investment adviser with the U.S. Securities and Exchange Commission.

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