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CASE STUDY

How Parkview Financial Leverages FINTRX

$3.5B

Total Loan Closings

Los Angeles, CA

Headquarters

2009

Year Founded

parkview financial-1

Overview

Founded in 2009, Parkview Financial is a Los Angeles, CA-based Real Estate firm specializing in ground-up commercial and residential private debt financing. As a direct private lender, Parkview provides short-term bridge and construction loans secured by first trust deeds to developers throughout the United States. Its Private Debt Real Estate Fund has originated more than $3.5B in construction financing with loans ranging

 

from $5M - $300M for property types including multi-family, industrial, office, retail, residential and mixed-use. The investor relations and sales team is led by Managing Director, Head of Sales & Investor Relations, Austin Carlson. Carlson has been a long-time FINTRX user since 2018. Team member, Drew Weinstein joined the firm in 2021 with the goal to spearhead its family office and RIA business development channels.

"FINTRX provides us accurate family office, wealth manager, and registered investment advisor data that enables the Parkview team to get in direct contact with the Chief Investment Officers and Due Diligence Managers."

Drew Weinstein
Drew Weinstein
Investor Relations & Operations Associate, Parkview Financial

SUMMARY 

Case Study

Founded in 2009, Parkview Financial is a Los Angeles, CA-based Real Estate firm specializing in ground-up commercial & residential private debt financing. As a direct private lender, Parkview provides short-term bridge & construction loans throughout the US...
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Their Challenge

Since its inception in 2009, Parkview Financial found it difficult and cumbersome to source the right investors for its private real estate funding opportunities. 

Prior to becoming a FINTRX user, Parkview would spend hours on end identifying suitable family offices and registered investment advisors. The firm ultimately turned to FINTRX hoping to maintain credible and updated private wealth data for future prospecting opportunities. 

 

The Outcome

With over 850,000+ family office & investment advisor records, Parkview Financial has streamlined its family office and registered investment advisor intelligence. and continues to strategize its approach to the market.

In providing continuously updated information on family offices, wealth managers and registered investment advisor contacts, Parkview can optimize its workflow and stay organized.

Parkview leverages the FINTRX native data fields on the 'Contact Responsibilities & Roles' to target the right investors and due diligence associates.

Our native data points have allowed Fairview to segment 730,000+ family office and registered investment advisor contacts to one core list of targeted individuals that would be interested in its Real Estate Private Debt Funds.

 

"FINTRX has helped our firm target and get in touch with family offices and registered investment advisors across the United States by providing Parkview with deep dive contact history and accurate contact information."

- Drew Weinstein, Investor Relations & Operations Associate, Parkview Financial

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