General Process
Fortress's general goals and strategies are as follows:
Maintain a constant flow of distressed and/or defaulted first position commercial whole loans from various financial institutions (FDIC, banks, special servicers, etc.)
- Access and analyze the asset and formulate the best possible plan for future monetization.
- Perform extensive underwriting due diligence for each prospective loan, including original loan file, current market data, on-site due diligence and borrower strength assessment relative to each prospective loan and the associated collateral.
- Acquire loans through negotiation at discounted values within acceptable target range.
- Monetizing acquired assets through deal-specific exit strategies.
Loan Criteria
In the current market, Fortress is focused on acquiring loans that meet our stringent criteria including:
Performance level of loan
Size of unpaid principal balance (UPB)
Geographic Location
Asset Class (Multi-family, Retail, Office, Industrial/Warehouse, Self-Storage, Hospitality)
Borrower capacity to facilitate a prompt discounted payoff or workout agreement.
Cash flow/ Occupancy
Property age and condition
Recourse/ Non-recourse
Exit Strategies
Re-sell the note
Negotiate a forbearance agreement with the borrower to accommodate a borrower workout.
Enter a cooperation agreement with the borrower to short sell the collateral
Execute a deed-in-lieu of foreclosure to take possession of the property
Foreclose to take possession of the property
Sell as real estate owned (REO)
Hold and manage the asset to maximize value at a future sale