Since 2002, we have closed over $25B of debt and equity transactions.
Service. Integrity. Discipline.
Our History.
Preferred Capital Advisors (PCA) was founded in 2002 by Dan Corfee and Craig Zarro with startup capital from Buzz Oates and Carl Panattoni. Dan and Craig previously formed and ran the Capital Markets Group for the Panattoni Development Company and prior to that were executives with Union Bank. Matt Swanston joined the firm as a producer in 2003 and became a partner in 2011.
Since formation, PCA has developed a select client base that includes some of the best privately held development companies on the West Coast. These firms include Buzz Oates, Panattoni, Dermody Properties, Hunter Properties, LDK, Basin Street, Phelan, Ridge, DSRG and others.
The firm has also closed significant equity investments with large private and institutional partners on a direct basis.
PCA does not broker property sales or represent tenants. We are debt and equity formation specialists. Since inception, we have closed over $25 billion of transactions.
Core Philosophy.
Be of service to your client regardless of whether there is a fee involved. Ultimately this leads to deep relationships and long-term success.
Debt Placement.
We are borrower advocates that combine underwriting expertise and full lender coverage to optimize results for our clients. In short, we take the time on the front end to understand a transaction before going to market and then we create an optimal placement.
Often, the deal is more complex than just a pricing decision. Certainty of close, funding structure, managing approval risk are all to be considered. We have the experience required to navigate all of these issues. We cover all aspects of debt financing: permanent, construction, mezzanine and bridge.
Equity Formation.
Since inception, we have completed over 75 direct equity investments for our clients in addition to fund formation and various co-investments. Our success in the equity formation area involves integrity and experience.
We are exceptionally adept at structures. We understand the need to maximize returns for all parties but a successful structure creates alignment for both planned and unplanned outcomes. This ultimately leads to multi-transaction relationships.
PCA's equity formation practice has successfully capitalized over $3B of projects for a highly sophisticated client base.
Real Estate Advisory.
Although we do not represent buyers and sellers as an investment broker, we do advise on both acquisitions and dispositions and have participated in over $4B of such transactions.
We actively assist our clients in this area on broker selection, pricing, valuations, tenant financial analysis, due diligence and general strategy implementation.
Community Service
We are committed to being a positive influence on our community. Whether it be in terms of time or money, PCA team members actively participate in various non-profit and charitable organizations. The company and team members are dedicated to helping improve the lives of others in our community. A few of the local charities, non-profits and associations we have directly assisted are as follows:
