Marathon Capital & Mortgage Advisory
Structured capital for commercial real estate and investor-purpose borrowers.
Marathon Capital & Mortgage Advisory structures and places debt for acquisitions, refinances, bridge executions, construction projects, and DSCR investor loans across 48 states — with principal-led oversight from initial review through close.
Marathon Intelligence— AI underwriting + 50+ lender placement- Transaction range
- $50K–$50M
- Coverage
- 48 States
- Focus
- CRE Debt
Investor Finance - Approach
- Advisory-led
Execution-focused
Servicing
48 States
Loan range
$50K – $50M
Principal-led
Every file
A financing resource for
Commercial Bankers
SFR Investors
CPAs & Attorneys
CRE Sponsors
Real Estate Brokers
Wealth Advisors
What we do
Two capital tracks. One advisory standard.
Every request is structured against a specific business plan, matched to the appropriate capital source, and managed directly through diligence and funding — with clarity, responsiveness, and execution discipline as the constant.
01 — Commercial
Commercial Financing
Acquisition, refinance, bridge, and construction executions across multifamily, mixed-use, office, retail, industrial, hospitality, land, and other income-producing assets — including value-add and transitional business plans.
Explore
02 — Investor
Investor & DSCR Financing
DSCR loans, SFR portfolio financing, rental acquisition, rate-and-term or cash-out refinance, and small multifamily executions for 1–4 unit investment properties.
ExploreCommercial Financing
Debt executions structured against the deal, not the product menu.
Acquisition financing
Purpose-built capital stacks for sponsor-driven acquisitions.
Refinance
Rate-term and cash-out solutions across stabilized assets.
Bridge loans
Short-duration capital for transitional business plans.
Construction financing
Ground-up and vertical construction capital.
CMBS / conduit
Non-recourse fixed-rate execution on stabilized institutional assets, $2M+.
Value-add / transitional
Structured debt through lease-up and stabilization.
Mixed-use & multifamily
Multifamily, mixed-use, office, retail, industrial, hospitality, land.
DSCR loans
Qualification driven by property cash flow, not personal income.
SFR portfolio financing
Portfolio-level executions for scaled rental operators.
Rental acquisition
Purchase capital for single-family and small multifamily.
Rate-term & cash-out refinance
Reposition equity across existing rental holdings.
Investor-purpose lending
Business-purpose executions for real estate investors.
1–4 unit rental executions
Small multifamily and 1–4 unit investment property loans.
Investor & DSCR
Investor-purpose capital for scaled and emerging portfolios.
The Process
The Marathon execution framework.
A direct, principal-led workflow built to move efficiently from initial review to funding — without unnecessary handoffs or ambiguity.
01
Review the deal
Evaluate sponsor, asset, timing, and business plan.
02
Structure the request
Define loan sizing, capital stack, terms, and execution path.
03
Match the channel
Align the request with the most appropriate lending relationship.
04
Manage to close
Oversee diligence, milestones, and funding through closing.
Why Marathon
Advisory-led. Capital-markets minded. Sponsor-focused.
Transaction clarity
Terms, structure, and timing communicated up front — no surprises at close.
Direct communication
Principal-level engagement on every file from intake through funding.
Capital markets mindset
Executions framed against relative value, not a single lender's box.
Sponsor-focused structuring
Capital stacks built around sponsor equity, business plan, and hold thesis.
Efficient execution
Diligence, structuring, and closing tracked to defined milestones.
Responsive throughout
Fast, direct answers when the deal timeline demands it.
Brokers & Referral Partners
Co-broker with Marathon — keep the client, split the economics.
Bankers, brokers, CPAs, attorneys, and real estate professionals route commercial and investor loan requests to Marathon for structured execution. Marathon Pro ($199/mo) lets you run deals end-to-end and keep 100% of origination — or hand off for a 15–25% referral fee. Nothing paid until the loan closes.
Submit a deal as a brokerBankers
Brokers
CPAs
Attorneys
Real Estate Pros
Wealth Advisors
Proprietary Platform
Marathon Intelligence™
Proprietary AI underwriting, trained on our 50+ lender network.
Marathon Intelligence is our in-house deal intelligence layer — pairing an AI-driven Copilot with a curated rolodex of bank, agency, debt-fund, DSCR, and CMBS relationships, so every file is underwritten, packaged, and placed with capital-markets precision.
Structure the narrative, stress-test the exit, and submit lender-ready packages from your own email — in a single workflow, exclusive to Marathon brokers.
Intelligence Copilot
Structures the narrative, stress-tests exits, and flags gaps before submission.
Automated Underwriting
Sponsor, property, and structure parsed into a lender-ready package.
100+ Lender Network
Curated bank, agency, debt-fund, DSCR, and CMBS relationships matched to the deal.
One-Click Submission Packages
Cover memo, checklist, and doc list generated and sent from the broker's own email.
- Marathon Intelligence™
- 100+ Lenders
- $50K–$50M
- 48 States
New — Marathon Mobile
The entire Marathon workspace, now on your phone.
Broker Portal, Marathon Intelligence™, Origination OS and the Borrower Client Portal now install on your home screen as their own app — full screen, with bottom tab navigation and the same secure sign-in. No app store download required.
iPhone · Android · No app store needed
Referral Feedback
What partners and sponsors say.
Anonymized quotes from referral partners and sponsors who have placed transactions through Marathon.
“Marathon closed a bridge execution for one of my clients on the original contract date after another lender fell through. Clear communication end to end.”
Managing Partner
Regional CPA firm · Texas
“Direct, principal-led, and structured — Marathon is now our first call for investor and DSCR referrals.”
Senior Banker
Community bank · Southeast
“They understood the business plan on day one and placed the debt with a lender that actually wanted the deal.”
Sponsor
Multifamily value-add · Central U.S.
For Brokers
Run your book on Marathon Intelligence.
Proprietary AI underwriting, a curated 50+ lender rolodex, and one-click submission packaging. $199/mo — you keep 100% of origination on self-managed deals.
Applications reviewed manually. Optional 50/50 co-broker and 15–25% referral tracks available.
Marathon Pro
$199/mo
- 100% of origination on self-managed deals
- Marathon Intelligence Copilot + underwriting
- Curated 50+ lender network
- White-label submission packages
Ready to move
Bring your next transaction to Marathon.
Structured debt placements for commercial real estate and investor-purpose borrowers from $50K to $50M, managed with principal-led oversight across 48 states.
- Servicing 48 States