Capital, crafted for legacy investors.
A boutique mortgage advisory serving residential and commercial real estate investors. White-glove structuring, decisive execution, and access to a curated network of capital partners.
Three disciplines. One standard.
Whether financing a single residence or a thirty-property commercial portfolio, every engagement is led personally and executed with the same precision.
Private Residential Lending
Purchase, refinance, and jumbo financing for primary, secondary, and luxury estate residences — structured around your full financial picture.
- Conforming & Jumbo
- Asset-based qualification
- Foreign national programs
Investor & DSCR Loans
Scale your rental portfolio with no-tax-return DSCR programs, BRRRR-friendly bridge capital, and short-term construction financing.
- DSCR · 1–10 unit
- Fix & flip · Bridge
- Portfolio blanket loans
Commercial Real Estate
Multifamily, mixed-use, retail, office, industrial, and self-storage. Agency, CMBS, life-co, debt-fund, and bank programs at your disposal.
- Agency · CMBS · Bank
- Multifamily 5+ units
- Owner-occupied SBA
Quiet diligence. Decisive close.
Discovery
A confidential conversation about your objectives, balance sheet, and target asset profile.
Structuring
We model the optimal capital stack across our network of bank, agency, and private lenders.
Term Sheet
Preliminary terms presented within 48 hours. You review, refine, and select with full transparency.
Close
A dedicated team shepherds the file through underwriting, appraisal, and clear-to-close.
A brokerage built on relationships, not transactions.
Healey Legacy Lending was founded on a simple principle: serious investors deserve a serious advisor. We act as the single point of contact between you and a deep network of bank, agency, private, and institutional capital sources.
Every file is structured personally. Every term is negotiated in your favor. Every close is a long-term relationship — because legacy is built one transaction at a time.
Begin a private conversation about your next acquisition.
Apply in minutes or schedule a confidential strategy call with a senior advisor.
We answer the phone.
Reach a senior advisor directly during business hours, or send a note and we will respond within one business day.