The success of any construction project depends on the ability to make informed decisions—from loan origination through final closeout.
Fulcrum assists all their clients throughout the varying stages in the real estate and construction process. Our skilled, in-house staff provides technical assistance and timely analysis, designed to identify—and better manage—your risk.
Our services add tremendous value for projects in the $1 million to $1 billion range—especially when economic conditions require greater protection for all real estate and construction entities. Clients rely on our technical qualifications and strong communication skills, and many have kept working with us for 20 years or more.
M&I Bank worked with Darren on numerous projects, which required Property Condition Assessments, Plan and Cost Reviews, Construction Observation Reports and Work-Out Support Services. He played an integral role in protecting our interests. On a very complex project, he completed high-quality reports on a timely basis, and always understood what issues drove the bank’s decision-making. He always represented himself with the highest level of professionalism, which made it easy for us to use his services on several other projects with equally impressive results.
Commercial Real Estate
M&I Marshall & Ilsley Bank
I’ve personally worked with Jack on four new multi-family construction projects. I continue to be impressed with my consultant’s depth of knowledge, professionalism, and attention to detail. He’s always been ready to help out on rush or special requests, and it’s invaluable to me to have someone so reliable and trustworthy on my team.
Assistant Vice President
Red Capital Group
Hugh, you’ve been a great resource to the bank in the most difficult of situations, providing real value not only to your clients but to the projects in general. Working with you and your staff over the past years throughout the Southwest, I’ve found everyone to be extremely knowledgeable and professional. Please be assured that I would have no hesitation in recommending you and your team to anyone.
Vice President Commercial Real Estate
I value your work and look forward to our continued relationship. It’s been a pleasure working with Fulcrum over the last couple of years on several projects. Your integrity, knowledge, hard work, and commitment have allowed us to complete projects on time and within budgetary constraints. More importantly, we’ve been able to accurately monitor our developers and their projects. All the projects we’ve worked together on have been successfully completed to date, which is an amazing track record compared to the rest of the market.
Textron Financial Corporation
In the world of development and construction, each project takes on a life of its own. Dealing with diverse personalities, managing competing interests, working under high expectations, and dealing with unforeseen obstacles are all part of the experience. In today’s world of fast moving projects and faster moving markets, institutional investors need to have someone on the ground looking out for their client’s best interests. Fulcrum’s staff is able to fill that role in a professional and timely manner for us, and we fully intend to continue using them as our construction consultants for future business.
Real Estate Investors
The opportunity to finance a 23-floor, high-rise condominium tower in an urban setting presented several complex challenges to our bank, one of which was having an experienced lender representative looking out for our best interests. The engagement of your firm, and more specifically Leyton and Hugh, was one of the best decisions our bank made at the time. Reports were always timely, risk issues identified, and thorough reviews of each construction draw drew praise from the relationship manager and senior management. As a result, we would not hesitate to engage Fulcrum for future work and would highly recommend you to our peers.
Senior Vice President
Mutual of Omaha Bank
I’ve worked with Sacha and found her to possess a level of expertise necessary to monitor very complex construction projects. I have the utmost confidence in her work...On the ’project-of-all-projects,’ Sacha and her team went above and beyond the call of duty, using every means at their disposal to protect our interests on a very difficult project with many competing stakeholders involved.
Senior Vice President
Fulcrum have been one of the most helpful and informative consultants I’ve ever worked with!
Senior Portfolio Manager
Capmark Bank Chicago
When working with Stephen on a particularly challenging project/developer, he kept a level head while being succinct and easily understood. Hard things to accomplish all at the same time, while also fiercely protecting the bank/lender and attempting to give sound advice and counsel to a recalcitrant borrower. I have fearlessly referred Stephen to many fellow lenders and credit admin people, confident that the level of service he provides is superior to many others in the marketplace.
VP/Construction Loan Administration
During a recent high-profile project, Fulcrum displayed the utmost professional conduct among all parties involved. Our consultant’s ability to manage relationships while keeping an eye on completion and providing timely reports expedited the lender’s turnaround time in funding project draw requests. Their ability to react and adapt to a sensitive, non-traditional landlord/tenant relationship proved to be essential in coordinating reporting efforts and providing information to the client. We’ve allied with your staff on many occasions and will continue to work with Fulcrum, due to your strong field expertise and thorough reporting metrics.
Real Estate Investors
As part of a low-income housing tax credit transaction involving the rehabilitation of a 143-unit mid-rise apartment building in Oakland, CA, Ray provided a much needed service on behalf of the lender. His organizational skills, attention to detail, and ability to resolve the natural and needed tension between the architect and general contractor all contributed to the success of this project. And, as one of the general partners, I was also impressed with Ray’s ability to value engineer many aspects of the renovation, including material selection and the scheduling/staging of the work. The bottom line is that Ray is very good at what he does and I would highly recommend him for any construction management assignment.