Marathon Capital & Mortgage Advisory
Modern mixed-use multifamily property at dusk

Marathon Capital & Mortgage Advisory

Debt placement, structured against your deal.

Boutique commercial and investor-purpose debt advisory — sizing acquisition, refinance, bridge, construction, and DSCR executions from $50K to $20M, closed with direct, principal-led oversight.

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Transaction range
$50K–$20M
Coverage
48 States
Focus
CRE Debt
Investor Finance
Approach
Advisory-led
Execution-focused

Servicing

48 States

Loan range

$50K – $20M

Principal-led

Every file

A financing resource for

Commercial Bankers

SFR Investors

CPAs & Attorneys

CRE Sponsors

Real Estate Brokers

Wealth Advisors

What we do

Two capital tracks, one advisory standard.

Every transaction is structured against a clear thesis, matched to the right lending channel, and managed directly through close.

01 — Commercial

Commercial Financing

Acquisition, refinance, bridge, and construction executions across multifamily, mixed-use, office, retail, industrial, hospitality, land, and other income-producing assets — including value-add and transitional business plans.

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02 — Investor

Investor & DSCR Financing

DSCR loans, SFR portfolio financing, rental acquisition, rate-and-term or cash-out refinance, and small multifamily executions for 1–4 unit investment properties.

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Commercial Financing

Debt executions structured against the deal, not the product menu.

Boutique mixed-use streetscape

  • Acquisition financing

    Purpose-built capital stacks for sponsor-driven acquisitions.

  • Refinance

    Rate-term and cash-out solutions across stabilized assets.

  • Bridge loans

    Short-duration capital for transitional business plans.

  • Construction financing

    Ground-up and vertical construction capital.

  • Value-add / transitional

    Structured debt through lease-up and stabilization.

  • Mixed-use & multifamily

    Multifamily, mixed-use, office, retail, industrial, hospitality, land.

  • DSCR loans

    Qualification driven by property cash flow, not personal income.

  • SFR portfolio financing

    Portfolio-level executions for scaled rental operators.

  • Rental acquisition

    Purchase capital for single-family and small multifamily.

  • Rate-term & cash-out refinance

    Reposition equity across existing rental holdings.

  • Investor-purpose lending

    Business-purpose executions for real estate investors.

  • 1–4 unit rental executions

    Small multifamily and 1–4 unit investment property loans.

Investor & DSCR

Investor-purpose capital for scaled and emerging portfolios.

SFR investor rental neighborhood

The Process

An institutional workflow, without the institutional friction.

A direct, principal-led process that moves from initial review to close without handoffs or ambiguity.

  1. 01

    Review the deal

    Underwrite sponsor, asset, and business plan.

  2. 02

    Structure the request

    Define capital stack, terms, and execution path.

  3. 03

    Match to the channel

    Place with the appropriate lending relationship.

  4. 04

    Manage to close

    Direct oversight through diligence and funding.

Why Marathon

Advisory-led. Capital-markets minded. Sponsor-focused.

Mid-rise construction at dusk

Transaction clarity

Terms, structure, and timing communicated up front — no surprises at close.

Direct communication

Principal-level engagement on every file from intake through funding.

Capital markets mindset

Executions framed against relative value, not a single lender's box.

Sponsor-focused structuring

Capital stacks built around sponsor equity, business plan, and hold thesis.

Efficient execution

Diligence, structuring, and closing tracked to defined milestones.

Responsive throughout

Fast, direct answers when the deal timeline demands it.

Referral Partners

A trusted financing resource for the professionals your clients rely on.

Bankers, brokers, CPAs, attorneys, and real estate professionals refer commercial and investor loan requests to Marathon when their clients need structured debt executions handled transparently and directly.

Partner with Marathon

Bankers

Brokers

CPAs

Attorneys

Real Estate Pros

Wealth Advisors

Selected Transactions

Representative deals, anonymized for confidentiality.

A snapshot of recent commercial and investor executions — structure, pricing, and outcome preserved; sponsor details omitted.

Commercial·Central Texas

32-unit multifamily acquisition in a value-add Texas submarket.

Asset
Multifamily · 32 units
Loan amount
$4.2M
Structure
Acquisition · 5-yr fixed
Rate
6.75%
LTV / LTC
75%

Challenge

Sponsor was under contract with a tight 30-day close and a lender that pulled terms mid-diligence.

Solution

Repriced and re-placed the debt with a balance-sheet lender that could underwrite the in-place cash flow and lease-up thesis on the vacant units.

Outcome

Closed on the original contract date at 75% LTV, 6.75% fixed, IO for 24 months.

Commercial·Southeast U.S.

Bridge execution on a transitional mixed-use asset.

Asset
Mixed-use · retail + apartments
Loan amount
$3.6M
Structure
Bridge · 18-mo interest-only
Rate
10.25%
LTV / LTC
70%

Challenge

Existing loan was maturing on an asset mid-lease-up; conventional refinance was not yet available.

Solution

Structured an 18-month bridge with an integrated rehab reserve and a defined path to a permanent DSCR takeout.

Outcome

Refinanced 14 months later into a 30-year fixed at a lower coupon post-stabilization.

View all case studies

Referral Feedback

What partners and sponsors say.

Anonymized quotes from referral partners and sponsors who have placed transactions through Marathon.

“Marathon closed a bridge execution for one of my clients on the original contract date after another lender fell through. Clear communication end to end.”

Managing Partner

Regional CPA firm · Texas

“Direct, principal-led, and structured — Marathon is now our first call for investor and DSCR referrals.”

Senior Banker

Community bank · Southeast

“They understood the business plan on day one and placed the debt with a lender that actually wanted the deal.”

Sponsor

Multifamily value-add · Central U.S.

Ready to move

Bring us your next transaction.

Structured debt executions for commercial real estate and investor-purpose borrowers, from $50K to $20M.

  • Servicing 48 States
Request Financing Review 601.422.7660

Servicing

48 States

Loan range

$50K – $20M