STRUCTURED FINANCE
- Debt
- Preferred Equity
- Municipal, C-Pace
- EaaS / IaaS, Equipment Lease
- Other
The principal of Orion Hospitality has led or participated in the successful composition, procurement and closing of well over $2B in commercial real estate transactions. Clients range from institutional asset managers to sponsors, developers, family offices and HNW investors.
Executed transactions include both debt and equity, undertaken in a principal capacity or in collaboration with broker-dealers, and span the full real estate life cycle, from acquisitions, capitalizations and developments to redevelopments, recapitalizations, restructuring and workouts.
Orion Hospitality has been privileged to work alongside some of the most active and respected investors across all layers of the capital stack.
Commercial Real Estate
Capital Markets Transactions
We have been privileged to work alongside some of the most active and respected investors in commercial real estate and across all layers of the capital stack. A sample of representative transactions can be found below:
LUXURY BRANDED HOTEL
Dev’t Debt Capitalization
HOTEL
Procured ~$35M of Senior and C-Pace Const. Debt from a regional bank and private credit lender for a $70M ultra-luxury independent ground up Texas full service hotel development, part of a larger $100M+ mixed-use waterfront entertainment and office district project
2023
$35M
HOTEL PORTFOLIO
Dev’t Equity / Debt Capitalization, Recapitalization & Sale
HOTEL
Structured, sourced, secured and closed $25M of Const Debt and Equity for the ground up new dev’t of a multi-site, select service branded Bakken hotel portfolio, restructured all loans in a pre-negotiated settlement with the lender post the 2014 oil markets collapse, sold assets
2014
$25M
RESORT & CASINO
Acquisition Capital
Resort & Gaming
Sourced, secured and closed $14M of Private Investor Capital for the acquisition of an iconic Lake Tahoe resort, spa and casino property for its intended $90M redevelopment and repositioning into a luxury branded resort, spa, casino and private residences
2015
$14M
LUXURY DESTINATION RESORT
Construction Debt Stack
Golf & Spa Community
Structured and advised on $153M C-Pace Facility coupled with $128M of Senior Construction Debt paired alongside a $108M PID Bond for the development of a $750M luxury independent resort, spa, residential and golf course expansion in the South-Western U.S.
2022
$281M
DESTINATION RESORT & SPA
Acquisition Debt
Resort & Spa
Structured and advised on a $48M Senior Acquisition Loan for the $61M purchase of an existing and operating destination resort and spa with excess development land in the South-Western U.S.
2022
$48M
WAREHOUSE PORTFOLIO
Acquisition Debt
Industrial
Programmatically advised, structured, sourced, secured and closed $42M of Senior Acquisition Bridge Loans across four separate transactions for the purchase of value-add industrial facilities in North Houston, TX
2022
$42M
ESG WELLNESS RESORT & SPA
Construction Debt Stack
Resort & Spa
Structured, sourced, secured and closed a 4-layer $183M Construction Debt stack (Senior EB-5, C-Pace, EaaS and State/County Municipal Tax Rebate TIF Subsidy) for the ground up dev’t of a $210M rural, luxury, ESG centric destination wellness resort and spa project in the Eastern U.S
2025
$183M
SELECT SERVICE HOTEL
Permanent Debt
Hotel
Structured, sourced, secured and closed $14 of Senior Permanent Debt for the recapitalization at stabilization of a $19M newly delivered 110-key premium branded inn and suites hotel in the DFW Metroplex area
2023
$14M
BROADBAND COMMUNICATIONS INFRASTRUCTURE
Permanent Debt
Infrastructure
Advised on and closed $65M of Senior Permanent Debt alongside $200M of BEAD Grants and sourcing, securing and closing on $45M of Subordinate EB-5 Debt to retire existing debt and for continued expansion of a high-speed fiber and cellular tower broadband communications company in North Texas and Southern Oklahoma
2026
$110M
Commercial Real Estate
Capital Markets Advisory
Orion Hospitality Corp. has participated in over 100 commercial real estate advisory engagements, with project values ranging in size from under $1M to in excess of $4B. Engagements span the real estate life cycle ranging from early business strategy and planning, through composition, due-diligence, underwriting, acquisition, capitalization, recapitalization, restructuring and disposition, at the corporate as well as asset levels, for both individual properties and portfolios. We have been privileged to work with some of the largest and most respected groups across numerous industry sectors, a limited selection of which is illustrated below:
- Business Strategy
- Deal Structuring & Advisory
- Analytics, Underwriting & DD
- Market Intelligence
- Financial Modeling
- Capital Structuring
- Presentation Materials
- Transactional Support & Execution
- Capitalization
- Recapitalization
- Corporate & Asset Level
- individual Assets & Portfolios
OAKLAND NEW CITY DEV’T
Sponsor / Developer
Performed all market intelligence, underwriting and financial modelling for the proposed redevelopment of the Oakland, CA Sports Franchises (Raiders, A’s, Warriors) and New City Mixed-Use Development surrounding (Sports, Residential, Retail, Office, Hotels, Entertainment & Facilities)
2015
>$4B
SUNDANCE
Sponsor / Developer / Owner
Performed all market intelligence, underwriting and financial modelling for the proposed redevelopment of the Sundance Mountain Resort
2007
$131M
MONTELUCIA RESORT & SPA
Sponsor / Developer / Owner
Owner’s Representative to the lenders, oversaw decommissioning of hotel, performed all market intelligence, underwriting and financial modelling for its redevelopment into a 293-key Intercontinental Resort, Spa and 43 Private Residential Villas
2008
$345M
SILVERBIRCH HOTELS
Owner / Investor / REIT
Developed the corporate underwriting, acquisition and repositioning models for the planned expansion and growth of the company’s corporate platform and portfolio of assets
2012
>$1B
THERMAL BEACH CLUB
Investor / Developer
Exclusive Debt Capital Markets Advisor for a private 326-unit luxury resort, residential and surf wave park community dev’t at Thermal Springs, CA, total estimated horizontal cost of $480M + vertical residential construction cost, sold before dev’t
2023-2026
>$334M
POINTE VISTA COMMUNITY
Investor / Sponsor / Developer
Exclusive Capital Markets Advisor for a Hard Rock branded resort and recreational community dev’t encompassing 2,700+ acres of lakefront land anticipated to contain resorts, marina, golf, residential, casino, retail, commercial and entertainment
2021-Present
>$4.0B