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Commercial real estate & multifamily

Rate cap and swap advisory for commercial real estate and multifamily

Evercrest is the independent advisor for CRE and multifamily borrowers on lender-required swaps and rate caps, including Fannie Mae and Freddie Mac agency executions. We get you the best pricing and documentation that fully meets the lender's requirements.

Overview

The conflict is built into the loan.

When a floating-rate loan requires a swap or a rate cap, the bank offering the loan is usually the same counterparty pricing the hedge. That overlap quietly costs borrowers basis points and leaves terms unnegotiated. Evercrest sits only on your side. On swaps, we benchmark the bank's pricing against an independent mid, negotiate the credit charge, and confirm at closing that the executed rate matches what was agreed. On caps, we put the trade out to competitive auction instead of letting you take the first quote.

Agency caps deserve special attention. Fannie Mae and Freddie Mac floating-rate multifamily loans carry prescriptive cap requirements: eligible counterparties, required conventions, replacement reserve funding, and documentation that must conform to agency standards. We have deep experience with these executions and manage the process from structuring and pricing through closing, so the cap clears agency review without surprises.

What we do

How we work for CRE borrowers.

Lender-required swaps

Negotiate the credit charge, verify the mid.

Agency rate caps

Fannie Mae and Freddie Mac executions, done right.

Bank loan caps

Competitive auctions, not first quotes.

ISDA negotiation

Level the documentation in your favor.

Cap replacement & extensions

Plan and price the next cap early.

Terminations & restructuring

Exit or modify existing hedges at fair value.

Common questions

Questions, answered.

Why hire an advisor if the swap is with my own lender?
Because the economics and terms are still negotiable, and an independent advisor routinely saves several basis points or more.
Do you handle Fannie Mae and Freddie Mac cap requirements?
Yes, including eligible counterparties, required conventions, and agency-conforming documentation.
How fast can you get me a cap quote?
Send the basic financing terms and we will get back to you right away.

Have a lender-required cap or swap coming up?

Get competitive pricing first.