Supporting a Global Alternative Lender with Scalable, Responsive Valuation Services for a $10B+ CRE Bridge Loan Portfolio

A top-five global alternative lender was looking to partner with a proven debt valuation provider to support its rapidly growing portfolio of commercial real estate (CRE) bridge loans across the U.S. and Europe. These loans, often complex and transitional in nature, require in-depth analysis and frequent valuation updates to support internal and external reporting. 

The client already enjoyed a longstanding relationship with SitusAMC on the servicing side and saw an opportunity to extend that relationship into the CRE debt valuation space. With a growing fund, a dynamic portfolio and a goal of providing thorough, nuanced reporting to equity investors, the client needed a valuation partner with deep market knowledge, a flexible approach and a proven ability to execute at scale. 

SitusAMC deployed a senior-level team with deep experience in CRE debt and securities valuations to work closely with the client. Our team took a service-oriented approach, assigning dedicated personnel to the account who could offer tailored support, anticipate needs and operate with agility in a fast-moving environment.  

SitusAMC's team engaged in active, ongoing dialogue with the client—listening carefully, asking thoughtful questions and building deep familiarity with the portfolio. The team analyzed each loan's business plan, the underlying real estate and evolving market dynamics. With more than 400 active, changing loans, and frequent changes in terms and status, SitusAMC maintained responsiveness around the clock, often supporting urgent audit and accounting requests on short notice. 

The valuations were grounded in Accounting Standards Codification 820 (ASC 820), incorporating both qualitative and quantitative inputs to produce supportable, defensible results. SitusAMC aligned its processes with the client’s internal production cycle to ensure timely, accurate delivery that underpinned financial reporting and investor communications. 

What began as a 10-loan, $500 million engagement grew into a 400-loan, $10 billion relationship. SitusAMC’s independent, third-party debt and securities valuations became a cornerstone of the lender’s investor reporting strategy—demonstrating the performance and value of the fund’s assets with clarity, accuracy and confidence. 

Through a close partnership, SitusAMC enabled the lender to meet demanding reporting timelines, support audit reviews seamlessly and communicate the value of its investments effectively to equity stakeholders. In an environment where credibility, control and transparency are critical, SitusAMC’s debt and securities valuation services helped strengthen the fund manager’s reputation and positioned the platform for continued growth and success.