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Wells Fargo Provides $75 Million Unsecured Line Of Credit For High-Net-Worth Family Office

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FINANCED
$75,000,000
Adam Bakhash
David Oheb
Morgan Ben-Moshe

California

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Note / Loan
Financed 11/03/2025
the dealplayerscompscontact
Property Image
FINANCED

Wells Fargo Provides $75 Million Unsecured Line Of Credit For High-Net-Worth Family Office

No Address On File

See Similar Deals
Note / Loan
Financed 11/03/2025
Adam Bakhash
David Oheb
Morgan Ben-Moshe
the dealplayerscompscontact
Contact now

Summary

CALIFORNIA
Asset Type:Note / Loan
Transaction Type:Loan

The transaction involved an unsecured line of credit with a loan amount of $75,000,000. The asset is categorized under Note / Loan within the Nationwide market, designed to facilitate quick acquisitions of distressed class-A office assets.

Summary of transaction details:

  • Property Type: Note / Loan
  • Transaction Amount: $75,000,000
  • Lender: Wells Fargo - Adam Bakhash
  • Loan Type: Unsecured line of credit
  • Loan Terms: 2 Years
  • Brokers: David Oheb & Morgan Ben-Moshe - Meridian Capital Group

The client, a high-net-worth family office, sought a creative financing solution to execute quick-close, all-cash acquisitions. Meridian Capital Group engaged various private-wealth lending groups to secure a tailored financing solution, which was closed in partnership with Adam Bakhash at Wells Fargo. This process enabled the client to gain a competitive advantage in acquisition bids.

Players

David Oheb
Meridian Capital Group
David Oheb
77 deals$821.5M volume(212) 612-0193
BROKER
Morgan Ben-Moshe
Meridian Capital Group
Morgan Ben-Moshe
15 deals$170M volume(310) 270-9091
BROKER
Meridian Capital Group
Meridian Capital Group
BROKERAGE
Adam Bakhash
Wells Fargo
Adam Bakhash
3 deals$107M volume
LENDER
Wells Fargo
Wells Fargo
LENDER

Details

FINANCED
IMAGE: David Oheb, Morgan Ben-Moshe & Adam Bakhash DATE: 11/3/2025 MARKET: Nationwide ASSET TYPE: Note / Loan LENDER: Wells Fargo (@WellsFargo) - Adam Bakhash BROKERS: David Oheb (@TeamOheb) & Morgan Ben-Moshe (@Morgan_BenMoshe) - Meridian Capital Group (@Meridian.Capital.Group) LOAN AMOUNT: $75,000,000 LOAN TYPE: Unsecured line of credit LOAN TERMS: 2 Years NOTE FROM BROKER: Our client is a high-net-worth family office actively acquiring distressed class-A office assets across the country and needed creative financing solutions to move quickly on these opportunities. Meridian engaged the most competitive private-wealth lending groups nationwide to create a market and ultimately secured a custom-tailored unsecured line of credit of $75,000,000 priced at SOFR + 1.65%, closed in partnership with Adam Bakhash at Wells Fargo. The facility provides the client with the ability to execute quick-close, all-cash acquisitions, giving them a meaningful competitive edge when bidding against other buyers. The transaction closed in three business days from LOl execution and was timed to fund an acquisition scheduled to close the following day, which was seamlessly financed through the line. For more information on how Meridian can add value to your portfolio, please contact: Morgan Ben-Moshe 323-703-3626 [email protected] David Oheb 212-612-0193 [email protected]

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Deal Type
Debt Service Coverage Ratio (DSCR)

1.05x

Max Loan Amount

$75,000,000.00

Monthly NOI$500,000.00
Monthly Debt Service$474,051.02
Change in Cash Flow$0.00
Refinance Proceeds$0.00