Financing

At Milestone Group, we provide strategic financing expertise to support complex real estate, development projects and business special situations. From securing emergency funding to structuring innovative financial solutions, we help clients navigate challenges, mitigate risk, and achieve successful outcomes.

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From conventional banks and credit unions to institutional investors and pension funds, we help structure layered financing that fits each project’s scale and mission. Our approach blends alternative financing solutions—such as group or syndicate funding, real estate investment trusts (REITs), vendor take-back (VTB) mortgages, and private lenders—with community-based capital like congregational or membership giving campaigns. By combining these diverse sources, we create flexible, resilient financial structures that reduce risk, optimize interest costs, and support everything from land acquisition to long-term operations.