Allianz of America, Inc.

	•	Lending Parameters
	•	Markets / Commercial Mortgage Correspondents
	•	Sample Transactions

Lending Parameters:


Allianz of America, Inc. is committed to providing our clients with high quality, diversified portfolios of commercial mortgages. We are market research driven and invest in major markets characterized by significant long-term growth potential and strong local real estate conditions. Property types include investment grade, general purpose, multi-tenanted, office/warehouse buildings in established business parks; credit anchored community shopping centers; class "A" apartments; well tenanted, class A, suburban office properties; and on-campus medical office properties. Loan size ranges from $10 to $100 million (larger for diversified portfolios), up to 75% of value (80% on apartments). Properties meeting collateral standards are financed at rates competitive with the market. Loan terms range from 3 to 5 years ($10 - $25 million loans) to 7 to 25 years ($10 million and larger).


Office Lending Parameters

Property Type:
Low to Mid-Rise Suburban Office

Location:
Established planned park in path of growth Superior transportation infrastructure Employment base of at least 1% of US population

Site:
Restrictive covenants which enhance value Free of environmental, flood, earthquake concerns Free of development restrictions (easements, wetlands, etc.) Appropriate building coverage for the site Adequate/convenient ingress/egress to major thoroughfares

Building:
Class "A", multi-tenantable, latest generation, highly functional Adequate parking (minimum 4/1000 SF, prefer 5/1000 SF) Age - 10 years or newer

Size:
75,000 to 300,000 square feet

Economics:
Maximum 75% LTV Minimal near-term leasing risk (or credit enhancement)


Distribution Warehouse Lending Parameters

Property Type:
Bulk Distribution Warehouse

Location:
Established planned park in path of growth Superior transportation infrastructure (road, air, rail, port)

Site:
Restrictive covenants which enhance value Free of environment, flood, earthquake concerns Appropriate building coverage (prefer 35% or less) Adequate/convenient ingress/egress, truck access and parking

Building:
Multi-tenantable, latest generation, highly functional All masonry (prefer tilt wall) 24' minimum clear span height (prefer higher) Minimal office finish (prefer 10% or less) Age - 10 years or newer

Size:
100,000 to 1,000,000 square feet

Economics:
Maximum 75% LTV Minimal near-term leasing risk (or credit enhancement)


Grocery-Anchored Retail Lending Parameters

Property Type:
Grocery-Anchored Retail

Location:
Upward trending neighborhood in path of growth Solid demographics/trade area Constraints on competing retail centers

Site:
Restrictive covenants which enhance value Free of environment, flood, earthquake concerns Appropriate building coverage Adequate/convenient access and parking (minimum 5/1000 SF) High visibility from major arterials

Building:
Latest generation, highly functional grocery store Minimal non-credit shop space All masonry construction Single story Age - 10 years or newer

Grocer:
Market share leader Credit quality Rent level supported by sales figures Rent covers majority of debt service No near term leasing risk (except renewal options at below market rents)

Size:
75,000 to 100,000 square feet

Economics:
Maximum 75% LTV (higher for credit tenants amortized over lease)


Apartment Lending Parameters

Property Type:
Apartments - Class "A"

Location:
Upward trending neighborhood in path of growth Solid demographics/trade area Constraints on new construction

Building:
Age - 10 years or newer

Size:
200 units and up

Economics:
Maximum 80% LTV


Medical Office (Hospital Campus) Parameters

Property Type:
Low to Mid-Rise Hospital Campus Medical Office

Location:
Connected to or close proximity to Hospital Superior transportation infrastructure Employment base of at least 1% of US population

Site:
Restrictive covenants which enhance value Free of environmental, flood, earthquake concerns Free of development restrictions (easements, wetlands, etc.) Appropriate building coverage for the site Adequate/convenient ingress/egress to major thoroughfares

Building:
Class "A", multi-tenantable, latest generation, highly functional Adequate parking (minimum 4/1000 SF, prefer 5/1000 SF) Age - 10 years or newer

Size:
50,000 to 300,000 square feet

Economics:
Maximum 75% LTV Minimal near-term leasing risk (or credit enhancement)

	Markets:



	Please contact our Commercial Mortgage Correspondents for transactions in these markets:

	Albuquerque Realty Mortgage & Investment 6501 Americas Parkway NE #650 Albuquerque, NM 87110 Phone: 505-883-1400 Fax: 505-888-3158 Email: Mike Kelly Contact: Michael J. Kelly, CMB		Atlanta CBRE \| Melody Capital Markets 800 Mt Vernon Hwy #100 Atlanta, GA 30328 Phone: 770-730-3664 Fax: 770-522-4949 Email: Dennis James Contact: Dennis H. James

	Austin CBRE \| Melody Capital Markets 1221 S. Mopac Expwy., #100 Austin, TX 78746 Phone: 512-346-9216 Fax: 512-346-7874 Email: Tracy Kennedy Contact: Tracy Kennedy		Baltimore Northmarq Capital, Inc. 2330 W. Joppa Road #200 Lutherville, MD 21093 Phone: 410-296-0700 Fax: 410-321-8049 Email: Joe Burke Contact: Joe Burke

	Boca Raton Tavernier Capital Partners 2255 Glades Road, #118-E Boca Raton, FL 33431 Phone: 561-998-8300 Fax: 561-998-8895 Email: Marc Yavinsky Contact: Marc Yavinski		Boston New England Realty Resources Ten Winthrop Square, #100 Boston, MA 02110-1264 Phone: 617-426-4454 Fax: 617-426-8938 Email: Jim Murphy Contact: James M. Murphy, CMB

	Chicago CBRE \| Melody Capital Markets 6133 North River Road, #500 Rosemont, IL 60018 Phone: 847-518-2354 Fax: 847-518-2447 Email: John Clifford Contact: John G. Clifford		Chicago Draper and Kramer, Inc. 33 West Monroe, 19th Floor Chicago, IL 60603 Phone: 312-346-8600 Fax: 312-346-6531 Email: William Barry Contact: William Barry

	Chicago Northmarq Capital, Inc. 111 S. Wacker Drive #3975 Chicago, IL 60606-4108 Phone: 312-201-8000 Fax: 312-201-1882 Email: Mike Miller Contact: Mike Miller		Dallas Capmark Finance 8214 Westchester #700 Dallas, TX 75225 Phone: 214-363-5700 Fax: 214-363-3106 Email: William Ross Contact: William R. Ross

	Dallas Northmarq Capital, Inc. 4890 Alpha Road #200 Dallas, TX 75244 Phone: 972-392-3366 Fax: 972-392-3367 Email: Ron Reese Contact: Ron Reese		Denver Essex Financial Group, Inc. 8400 East Prentice Ave. #1310 Englewood, CO 80111 Phone: 303-796-9006 Fax: 303-796-0623 Email: Jeff Riggs Contact: J. Jeffrey Riggs

	Ft. Lauderdale Grandbridge Real Estate Capital, LLC 1840 N. Commerce Parkway, #3 Weston, Florida 33326 Phone: 954-389-7822 Fax: 954-389-3775 Email: Al Rex Contact: Al Rex		Houston Northmarq Capital, Inc. One Riverway #2400 Houston, TX 77056 Phone: 713-622-6300 Fax: 713-622-3439 Email: Kerry French Contact: Kerry French

	Jacksonville Tavernier Capital Partners 4899 Belfort Road #130 Jacksonville, FL 32256 Phone: 904-296-7700 Fax: 904-296-8858 Email: Al Moczul Contact: Al Moczul		Kansas City Northmarq Capital, Inc. 7400 College Blvd. #300 Overland Park, KS 66210 Phone: 913-469-5840 Fax: 913-469-6536 Email: David Farrell Contact: David Farrell

	Los Angeles Dwyer-Curlett, Inc. 1880 Century Park East #400 Los Angeles, CA 90067 Phone: 310-226-2700 Fax: 310-227-2726 Email: Shelly Magoffin Contact: Shelly Magoffin		Los Angeles CBRE \| Melody Capital Markets 1840 Century Park East #450 Los Angeles, CA 90067 Phone: 310-228-2100 Fax: 310-228-2123 Email: Brian Halpern Contact: Brian Halpern

	Madison Grandbridge Real Estate Capital, LLC 725 Heartland Trail #205 Madison, WI 53717 Phone: 608-827-7747 Fax: 608-827-8301 Email: Mike Lee Contact: Mike Lee		Miami Tavernier Capital Partners 5201 Blue Lagoon Drive #570 Miami, FL 33131 Phone: 305-373-6650 Fax: 305-373-6651 Email: Joe Schrage Contact: Joe Schrage

	Milwaukee Grandbridge Real Estate Capital, LLC 20975 Swenson Dr. #325 Waukesha, WI 53186 Phone: 262-785-8441 Fax: 262-785-8455 Email: Jim Cope Contact: James M. Cope		Minneapolis NorthMarq Capital, Inc. 3500 W. 80th Street #500 Bloomington, MN 55431 Phone: 952-356-0111 Fax: 952-356-0097 Email: Pat Minea Contact: Patrick S. Minea

	New Jersey NorthMarq Capital Inc. One Gatehall Drive Parsippany, NJ 07054 Phone: 973-944-5724 Fax: 973-538-7474 Email: Marty Klebanoff Contact: Marty Klebanoff		Omaha Daisley Ruff Financial Corp. 400 Regency Parkway #200 Omaha, NE 68114 Phone: 402-391-2110 Fax: 402-391-1127 Email: Steve Ruff Contact: Stephen W. Ruff, CMB

	Orange County, California Dwyer-Curlett, Inc. 3991 MacArthur Blvd, #215 Newport Beach, CA 92660-3028 Phone: 949-222-1100 Fax: 949-955-0360 Email: Tom Kenny Contact: Thomas B. Kenny		Orange County, California CBRE \| Melody Capital Markets 3501 Jamboree Rd., #100 Newport Beach, CA 92660 Phone: 949-509-2131 Fax: 949-509-2109 Email: Brian Corrigan Contact: Brian Corrigan

	Orlando Tavernier Capital Partners 300 S. Orange Ave. #150 Orlando, FL 32801 Phone: 407-481-9920 Fax: 407-481-0680 Email: Marc Sumner Contact: Marc Sumner		Philadelphia Urban/Poole & Heath 2600 Philmont Avenue #215 Huntingdon Valley, PA 19006 Phone: 215-914-0337 Fax: 215-914-0237 Email: Timothy Heath Contact: Timothy Heath

	Phoenix Keig Financial Corporation 3309 North Second Street Phoenix, AZ 85012 Phone: 602-248-2800 Fax: 602-248-4455 Email: Tom Keig Contact: Thomas P. Keig, CMB		Phoenix CBRE Melody Capital Markets 2415 E. Camelback Road #410 Phoenix, AZ 85016 Phone: 602-735-1774 Fax: 602-735-5177 Email: Doug Mueller Contact: Doug Mueller

	Portland National Mortgage Co. 15862 SW 72nd Avenue #200 Portland, OR 97224-8054 Phone: 503-270-5300 Fax: 503-270-5333 Email: Rick Brooke Contact: Rick Brooke		Salt Lake City Bonneville Mortgage Company 111 East Broadway, #1250 Salt Lake City, UT 84111 Phone: 801-323-1000 Fax: 801-323-1001 Email: Henry Schwendiman Contact: Henry J. Schwendiman

	San Diego Dwyer-Curlett, Inc. 2550 Fifth Avenue #515 San Diego, CA 92103 Phone: 858-587-0200 Fax: 858-587-0280 Email: Nick Alston Contact: Nick Alston		San Diego CBRE \| Melody Capital Markets 4365 Executive Dr #1440 San Diego, CA 92121 Phone: 858-546-4662 Fax: 858-450-6731 Email: Mark McGovern Contact: Mark McGovern

	San Francisco Mason-McDuffie Financial Corp. 2030 Franklin Street, 4th Floor Oakland, CA 94612 Phone: 510-839-9559 Fax: 510-839-9630 Email: Campbell O'Neill Contact: Campbell S. O'Neill, CMB		San Francisco NorthMarq Capital Inc. One Embarcadero Center, #2150 San Francisco, CA 94111 Phone: 415-433-2148 Fax: 415-433-1429 Email: Jeffrey Weidell Contact: Jeffrey Weidell

	Seattle Peter Wong Associates-Intervest Mortgage 321 Park Place, #120 Kirkland, WA 98033 Phone: 425-828-1404 Fax: 425-828-3040 Email: Peter Wong Contact: Peter Wong		Tampa Tavernier Capital Partners 101 E. Kennedy Blvd #2420 Tampa, FL 33602 Phone: 813-221-7750 Fax: 813-221-7760 Email: TJ Ownby Contact: TJ Ownby

	Washington D.C. Northmarq Capital, Inc. 7700 Wisconsin Avenue #1150 Bethesda, MD 20814 Phone: 301-654-2400 Fax: 301-654-2402 Email: Gary McGlynn Contact: Gary McGlynn

	Sample Transactions:


	Suburban Office Loans:

			Milwaukee, WI Multi-tenant Office
			Orange County, CA Multi-tenant Office


	Distribution Warehouse Loans:

			Chicago, IL Single-tenant Warehouse
			Salt Lake City, UT Multi-tenant Warehouse


	Grocery-Anchored Retail Loans:

			Portland, OR Grocery-Anchored Retail
			Minneapolis, MN Grocery-Anchored Retail


	Apartment Loans:

			Marina del Rey, CA
			Overland Park, KS


	Hospital Campus Medical Office Loans:

			Los Angeles, CA
			Orange County, CA

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