Scaleable capital Trez Forman Capital operates with a large-cap backing from Forman Capital and Trez Capital and offers bridge lending and other structured financing, suggesting strong capacity to finance sizable CRE projects for potential borrowers.

Geographic reach With offices across Florida, Georgia, British Columbia, Ontario and Texas, the firm can support cross-border and multi-market deals, enabling quick local presence and faster underwriting for borrowers expanding beyond a single market.

Asset class versatility Active in multiple CRE segments including multi-family, retail, office, industrial, student housing and hospitality, presenting opportunities to pair diverse borrower needs with flexible loan structures and JV financing.

Flexible terms Loan sizes from five million up to eighty-five million plus, with 1–3 year terms, interest-only amortization and up to 80% LTV, signaling a readiness to tailor solutions for bridge, construction and pre-development projects.

growth potential Low reported revenue relative to peers and a sizeable AUM backdrop imply opportunities to upsell advisory services, expand co-investment ventures, and leverage existing depth of networks to capture more deal flow.