Loans on real estate fund managers' holdings, with maturities and lenders
search_re_fund_loansLoans bound to a real estate fund manager through a validated property binding: lender of record (labelled when it is the CMBS trust holding the note rather than the originator), instrument, amount with its basis, origination, recorded and maturity dates, whether still open, address, state and property type where recorded, and the source. Filter by manager (dfx id or CRD), a name in the manager, holding or address, lender, state, property type, instrument (cmbs, mortgage...), maturing within N days or a maturity range; open loans only by default. group_by=manager rolls the matched loans up per manager (loans, amount, next maturity, lenders): the answer to 'which managers have loans maturing in the next 24 months'. A manager without a validated holding has no loans here, which is coverage, not an absence of debt. Property type is recorded on a minority of CMBS rows. Gross asset value is a fund's assets on a filing date: never fund size, never commitments, never dry powder, and a quarantined reading enters no sum. The sworn ADV tape starts in 2011 and runs through the latest monthly filings DFX has read (coverage_live on the answer gives the years and counts), so a first report in 2011 or 2012 is a first sighting, not a formation. Holdings, properties, loans and lenders appear only where a property binding passed its blind labels, which is a few hundred managers. ACCESS: without a paid DFX plan on the vertical, a list returns its first 5 rows in full and a count of the rest by type (locked.count, locked.by_type), never the rows; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in entitlement and locked. Full access: DFX Intelligence, 7 days free at https://dfxintel.com/data-factory/plans.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| sort | No | maturity | |
| limit | No | ||
| query | No | Manager, holding entity or address contains. | |
| state | No | Two-letter US state code. | |
| cursor | No | next_cursor from a previous page of this tool, unchanged. | |
| lender | No | Lender name contains. | |
| group_by | No | ||
| open_only | No | ||
| maturity_to | No | ||
| maturity_from | No | ||
| property_type | No | office, multifamily, industrial, retail, hotel (where recorded). | |
| manager_dfx_id | No | A real estate fund manager: a dfx:ref:<uuid> id or the manager's CRD. | |
| instrument_kind | No | ||
| maturing_within_days | No |