What We Do
Gelco Real Estate Funding develops and implements strategies for using mortgages to protect and preserve wealth. The lack of liquidity is a major obstacle to implementing successful wealth transfer strategies developed in estate, gift and business succession planning. Wealth preservation can require significant amounts of capital, whether it is to establish a family or charitable trust, create an ILIT to pay estate taxes or buy key man insurance to preserve a family business.
Gelco Real Estate Funding works with the trusted advisors to high net worth individuals to create strategies using a conservative portion of the equity in real estate to create the liquidity needed to fund wealth preservation plans. As commercial mortgage brokers, we can provide financing from $250,000 to $250,000,000 through local banks, agency DUS and Program Plus lenders, and CMBS and institutional conduits.
Gelco also provides loans for single-tenant “replacement” 1031 exchangeproperties as well as for owner-occupied properties, which is especially useful in funding business succession strategies
