MH Estates Capital Partners invests in manufactured home communities through a $30 million fund, sourcing and placing debt directly with lenders rather than through brokers.
Sponsor
Challenge
MH Estates relied on brokers for financing, managed outreach manually, and lacked a centralized system for lender feedback. As the $30M fund expanded, fragmented operations made it harder to find high-probability lenders and reach decision-makers quickly.
Solution
Lev Memo turns PSAs, appraisals, and underwriting models into polished debt packages in minutes. Personalized outreach runs from the firm's own email while Lev Match surfaces capital sources by geography, asset type, and deal size.
What is Lev Memo?
Lev Memo is an AI-assisted deal packaging tool that turns source documents — PSAs, appraisals, underwriting models — into a polished, lender-ready debt package. MH Estates uses it to launch MHC deals in minutes instead of rebuilding materials by hand for every lender conversation.
“The time savings we see from using AI to generate our deal materials are pretty incredible.”
Results
Email integration, quote matrix tracking, and onboarding support helped MH Estates upload existing contacts, customize templates, and automate follow-ups — positioning the team to run 10–15 deals per year with direct lender access and full transparency.
“I want to make sure we get to a decision-maker and we're not going through a gatekeeper and waiting weeks. Lev has helped solve that issue.”
10–15
manufactured-home-community deals a year, placed directly with lenders — no broker in between
< 1 hour
to package a deal from PSAs, appraisals, and models — work that used to take days
$30M
fund deploying capital with every lender relationship centralized in one CRM
The questions sponsor teams actually ask us, answered straight.
Direct outreach gives MH Estates control over timing, lender selection, and follow-up — without a broker layer between the sponsor and the decision-maker. Lev Match surfaces MHC-fit lenders by geography and deal size so the team is not starting from a cold list.
Lev Memo ingests the source files your team already works from — PSAs, appraisals, models — and assembles them into a lender-ready package. The output reflects your deal's actual numbers and asset profile, not a generic template.
Lev Match ranks lenders by fit and surfaces direct contacts where available. Combined with outreach from your own email and automated follow-ups, MH Estates cuts the weeks-long gatekeeper loop that slowed broker-dependent financing.
A concise read on what changed after Lev across lender outreach, deal prep, and execution.
Packaging, outreach, and follow-up take a fraction of the previous time.
All communications and terms tracked in one place.
Positioned to manage 10–15 deals annually with direct lender access.
Explore how other CRE teams run lender outreach, deal prep, and execution on Lev.
