Modern mixed-use multifamily property at dusk

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.

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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.

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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.

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Commercial 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 broker

Bankers

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.

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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

Selected Transactions

Representative deals, anonymized for confidentiality.

A snapshot of recent commercial and investor executions — structure, pricing, and outcome preserved; sponsor details omitted.

Commercial·Central Texas

32-unit multifamily acquisition in a value-add Texas submarket.

Asset: Multifamily · 32 units
Loan amount: $4.2M
Structure: Acquisition · 5-yr fixed
Rate: 6.75%
LTV / LTC: 75%

Challenge

Sponsor was under contract with a tight 30-day close and a lender that pulled terms mid-diligence.

Solution

Repriced and re-placed the debt with a balance-sheet lender that could underwrite the in-place cash flow and lease-up thesis on the vacant units.

Outcome

Closed on the original contract date at 75% LTV, 6.75% fixed, IO for 24 months.

Commercial·Southeast U.S.

Bridge execution on a transitional mixed-use asset.

Asset: Mixed-use · retail + apartments
Loan amount: $3.6M
Structure: Bridge · 18-mo interest-only
Rate: 10.25%
LTV / LTC: 70%

Challenge

Existing loan was maturing on an asset mid-lease-up; conventional refinance was not yet available.

Solution

Structured an 18-month bridge with an integrated rehab reserve and a defined path to a permanent DSCR takeout.

Outcome

Refinanced 14 months later into a 30-year fixed at a lower coupon post-stabilization.

View all case studies

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.

Apply for access See the platform

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

Submit a Deal Schedule a Capital Review 601.422.7660