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Asset Management

Our entirely in-house Asset Management team proactively manages each loan through maturity, enhancing investment performance and the client experience.

Proactive communication with clients and internal stakeholders is embedded in our Asset Management process and is key to our successful management of each asset, regardless of property type.

Fitch Rated Primary and Special Servicer

Billion AUM1

$ 19 +

Billion in Construction Loans Since Inception

$ 7.6

Billion in Active Construction Loans Under Management

$ 3.8

Active Loans Averaging $80 Million

~ 231

Unique Borrowers

465

Repeat Borrowers

~ 62 %

With 3+ Loans

80

Team Expertise & Depth

30+ full time, dedicated Asset Management Professionals headquartered in Dallas, TX

Low average portfolio size of 10 loans per Asset Manager produces responsive white-glove service to clients and investors

Oversight and teams concentrated by property type provides expertise and efficiency

Deep bench of Asset Managers provides first line of defense against borrower or asset stress

Surveillance

Our in-house Asset Management team provides:

Proactive portfolio management evaluates loans to identify potential risk related to property performance and credit compliance

Business plans and loan structure are integrated into timelines, budgets, and benchmarks

Quarterly cash flow trending: granular examination of property level cash flows, historical operating statements, and underwriting

Actively monitoring loan compliance and covenants, sponsor liquidity, market rents, budgets, leasing velocity, and execution of business plan

Quarterly portfolio review of assets based on risk, market conditions, cash flow stability, and loan performance

Presentation of quarterly surveillance provided to management team with further review to investors

Site visits performed in person to monitor collateral and underlying performance

Financial Controls

Dedicated, in-house team is responsible for quality control of inflow/outflow funds for:

  • Construction
  • Renovation
  • Sufficiency of reserves

Manages

Liquidity related to fundings & loan payoff

Monitors

Upcoming maturities & compliance

Technology Infrastructure

ACORE CAPITAL’s ongoing investments in technology infrastructure include enhancements to a cloud-based data warehouse to integrate data from reporting and accounting systems, generating centralized reporting and analytics.

Our focus on technology, data integrity, and best-in-class reporting reflects ACORE CAPITAL’s commitment to delivering the highest standard of servicing and active portfolio oversight.

Communication

  • Real-time communication with Borrowers and Sponsors
  • Weekly management calls with legal, originations and accounting teams to review modifications, upcoming maturities, and borrower consent requests
  • Intense collaboration between Asset Management and Originations
  • Management team meets regularly to review all loans under management and assign risk ratings
  • Quarterly portfolio reviews presented to Investors
  • ACORE CAPITAL employees are in the office in person 4+ days per week to enhance communication and collaboration

1 “Estimated as of September 30, 2024. Assets under Management (“AUM”) is calculated as follows: for all separately managed accounts (i) includes senior loan components if held by the ACORE client, (ii) includes the full commitment of investments (including the unfunded portion of investments), (iii) excludes ACORE clients’ uncalled capital commitments and is net of impairments calculated in accordance with the governing documents. For pooled investment vehicles, includes total loan funded balances plus uncalled investor capital commitments, and is net of impairments calculated in accordance with the governing documents.”

All figures are as of September 30, 2024 unless otherwise indicated.