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. 

“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”
David Johnson
Managing Director, Chief Underwriter

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

Copyright Lument 2022

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

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