Bridge Capital

Bridge Capital · Secured Investment

Investment Opportunity Overview

Subject Property: 9832 Palma Vista Way, Boca Raton, FL 33428

At a glance

Property Value
$1,300,000
Investor Capital
$57,009
Secured Return
14-15% / yr
Acquisition PTV
4%

The Numbers

Line ItemAmount
Value$1,300,000
Investor Capital (wired at closing)$57,009
Acquisition Fee$6,012
Secured Return · Year One$7,981 to $8,551 (14-15% / yr)
Secured Return · Year Two$15,962 to $17,103 (28-30% over term · 14-15% / yr)

The Client & the Plan

9832 Palma Vista Way is a 5-bedroom, 3,500-square-foot home built in 2001 in Boca Raton, Florida, valued at $1,300,000. This opportunity is an additional capital increment on an existing, performing Bridge Capital position on the property.

The deal is structured subject-to: the existing senior first mortgage of roughly $89,171 stays in place, brought current at closing and kept current through the 24-month term.

The exit is supported by three clear paths, all inside the 24-month term:

  1. Refinance the property and retain it, or buy us out with cash;
  2. Sell the property on the open market; or
  3. Complete the intended improvements and list for maximum value.

3rd Party Valuation

A 5-bedroom home in Boca Raton, Palm Beach County, Florida.

3rd-Party Valuation
$1,300,000
As-is market value · 2026
Full third-party valuation report, including comparable sales, available on request

Deal Facts

single-family · 3,500 sqft · 5 bd / 4 ba · built 2001 · Boca Raton, FL
Cash to Close
INVESTOR WIRES TO TRUSTEE AT CLOSING
$57,009
■ Acquisition
Property Value$1,300,000
Funding Request$50,000
Closing & Admin$997
Prepaid Rent (24 mo)$13,647
Senior First Mortgage (stays in place, sub-2)$89,171
Total Advance$64,644
■ Cash to Close
Total Advance$64,644
+ Acquisition Fee$6,012
− Prepaid Rent Credit($13,647)
= Cash to Close 4% Acquisition PTV$57,009
■ Year 1
Your Secured Return 14-15% / yr+$7,981 to $8,551
Return14-15% / yr
■ Year 2
Option to Repurchase Price 7% Back-End PTV$91,794
Your Secured Return 28-30% over term+$15,962 to $17,103
Return14-15% / yr
■ Full Return Potential
The deal's own return, above your secured position. A cushion of upside that can only strengthen your position, never dilute it.
Year-1 Option to Repurchase 25% Year-1$71,396
Year-2 Option to Repurchase 28% Year-2$91,794