For direct investment opportunities visit our partner Vitae Capital.

With Wise Counsel, Plans Succeed

ABOUT

What We Do

Our mission is to enhance our clients’ ability to effectively plan and manage their financial affairs in real estate and beyond

VCBP serves entrepreneurs, real estate developers, and multi-generational real estate owners with strategic advisory and technical services

VCBP’s truly unique approach to serving the real estate community creates higher quality results and a better experience for clients

KEY METRICS

Real Estate Financing

Project Due Diligence

Business & Real Estate Advisory

Real Estate Financing

We attract capital to great ideas & create optionality:

  • Land Loans
  • Bank Construction Debt
  • Stretch Senior Debt
  • Preferred Equity
  • High Competency with Multifamily, Homebuilding, & Retail

Project Due Diligence

We manage risk for our clients looking to acquire / develop real estate or businesses:

  • Project Financial Modeling – Uncovering Risk & Returns
  • Market Research – Demand Drivers & Submarket Competition
  • Manager Vetting – Review of Sponsors, Developers, GCs, Partners
  • Report Formation – Thorough Documentation of Findings

Business & Real Estate Advisory

We provide strategic guidance, handle your financial management, and cover your back office:

  • Fractional / Interim CFO
  • Liquidity Management
  • Business Valuation
  • Accounting Services
  • Corporate & Real Estate Financial Planning
  • Lender / Investor Relations Support

Meet the Team

Sandeep Shah

Principal

Jeff Mayo

Principal

Julia Paneyko, Operations & Investor Relations at Vitae Capital.

Julia Paneyko

Operations

Janet Harris

Director

Risk Mangement

VCBP Capital Markets and Business Advisors' Mitigates Your Greatest Risks:

Unpreparedness & Flying Blind

Brickell Land — Florida Vitae Capital IV
Highland Oaks — Dallas-Fort Worth MSA Vitae Capital V
Kairoi Matthews — North Carolina Vitae Capital V
North Bay Village — Florida Vitae Capital IV
The Belvedere at Old West Austin — Austin MSA Vitae Capital IV
The Galatyn — Dallas-Fort Worth MSA Vitae Capital IV

Let's talk

Our mission is to fuel our clients’ vision with expert solutions and prepare them to compete at the highest level