Pillar I · The Registry · Edition I

The standing record of who funds what in CRE.

Q: Are contacts included for every record?

No. 267 Verified records include a named individual with a confirmed direct line. 269 Contact-only records include a reachable contact without full parameter verification. 209 Coverage-only records have no direct contact on file — outreach goes through a general line or platform inbox. Every record discloses its tier.

745 active capital providers across banks, debt funds, life companies, agency programs, conduit lenders, and bridge shops. One file. Four formats. Built by a practitioner.

745 Records

36% Verified

9 Categories

May 2026 Refreshed

Get the Lender Edition View the public sample

Specimen · first 6 of 745

Lender Type Geo Deal Size LTC Status

Bank OZK (RESG) Bank National $50–500M 70% Verified

Blackstone Real Estate Debt Debt Fund National $100M+ 70% Verified

MetLife Investment Mgmt Life Co. National $50–250M 65% Verified

Walker & Dunlop Agency National $5–500M 80% Verified

Madison Realty Capital Debt Fund National $25–300M 75% Verified

Greystone Agency / Debt Fund National $10M+ 85% Verified

Each row is a record. The complete Edition contains 745.

01 / Scope

By the numbers

Total records

745

Practitioner-curated, field-sourced.

Verified

267

Direct contact + recent transaction.

Lender categories

Bank, debt fund, life co, agency, CMBS, REIT, bridge, construction, private.

Deal size floor

$5M+

From single-asset bridges through institutional portfolios.

02 / Verification

Status breakdown

267

of 745 records phone-verified (36%)

Verified 267

Contact-only 269

Coverage-only 209

Last refresh: May 2026Next refresh: Aug 2026

03 / Delivery

What ships in the ZIP

HTML

The working directory

Open in any modern browser. No installation, no login, no internet required after download. Filter, sort, side-by-side compare, deal-match, and your own timestamped notes persisted to local storage.

Use for: sourcing on a specific deal.

XLSX

14-tab workbook

Master tab plus per-category subsets (Banks, Debt Funds, Life Cos, CMBS, Agency, Bridge, Mezz, Private). Frozen headers and AutoFilter on every sheet. Contacts and Geography tabs roll up named contacts and state-level coverage.

Use for: lender grids in OM financing sections.

CSV

CRM-ready flat file

UTF-8 flat export. Field names align with common Salesforce and HubSpot CRE-CRM conventions. Drop into your pipeline without column-mapping work.

Use for: Salesforce / HubSpot import.

PDF

Printable directory

Full record list as a desk reference. Honest about its scope: this is the static dump for the deal file or the train ride, not the working tool – the HTML and XLSX are the working tools.

Use for: print, archive, offline reading.

AI-agent ingestion

Markdown flat export structured for direct import into any LLM context window. Paste into Claude, Cursor, or any agent pipeline. Grep-friendly for vault workflows and local search.

Use for: AI-agent ingestion, vault, grep.

04 / Schema

Fields included

lender_name Legal name of the institution or platform

lender_type Institution type – bank, debt fund, life co, agency, conduit, bridge, mezz, private

ownership Public, private, credit union, government-sponsored, REIT, family office

geography National, regional, or named states; primary market concentration noted where known

asset_classes Multifamily, industrial, office, retail, hospitality, mixed-use, land, self-storage, NNN

loan_type Construction, bridge, permanent, CMBS, agency, portfolio, mezz, preferred equity

deal_size_min Stated program floor – smallest loan typically considered

deal_size_max Stated program ceiling – upper bound or "no maximum" where applicable

check_size_band Practical deal-size sweet spot based on counterparty observation

ltc_max Maximum loan-to-cost; construction and bridge lenders where applicable

ltv_max Maximum loan-to-value; permanent and agency lenders where applicable

dscr_floor Minimum debt service coverage ratio; permanent and life co programs where published

recourse_posture Full recourse, non-recourse, carve-outs only, or program-dependent

construction_appetite Whether the lender actively originates construction loans in the current cycle

transitional_bridge Eligibility for value-add, lease-up, and transitional asset financing

contact_tier Status tier – Verified, Contact-only, or Coverage-only

contact_name Named individual – originator, VP, or relationship manager (Verified records only)

direct_phone Direct line to named contact, confirmed in the most recent refresh (Verified records only)

source Origination basis – deal submission, term sheet, closing call, correspondent, or public filing

last_verified_date Date the record was last confirmed against a live counterparty or refresh check

field_notes Originator context, known preferences, deal-level observations, and program nuances

05 / Workflows

Use cases

Build a lender list for a construction loan

Filter the HTML tool by loan_type = Construction and geography, then sort by LTC max. Export your shortlist to the deal file in under five minutes.

Compare active debt funds by deal size and geography

Open the Debt Funds tab in the XLSX workbook. The check_size_band and geography columns let you rank options against a specific deal profile without calling anyone.

Identify agency, life co, and bridge options for a refinance

Cross-filter lender_type against LTV max and DSCR floor. The HTML tool holds that three-way filter as a saved view you can return to across multiple deals.

Import lender records into HubSpot or Salesforce

Drop the CSV directly into your CRM import wizard. Field names align with standard CRE pipeline conventions – no column remapping, no custom field gymnastics.

Create a lender grid for an OM financing section

Pull the relevant rows from the XLSX master tab into your model. The frozen-header format pastes cleanly into most pitch deck and OM templates.

Pressure-test sponsor debt assumptions before IC

Cross-check the deal's assumed LTV, recourse posture, and program type against records in the Edition. Know before the IC call whether the debt stack is executable.

Overview

The Lender Edition is a practitioner-built directory of 745 active CRE capital providers — banks, credit unions, debt funds, life companies, conduit lenders, agency programs, and bridge lenders operating across the United States.

This is not an aggregated dataset. Each record was sourced through direct market engagement: deal submissions, term sheets, closing calls, and counterparty research accumulated over a decade of CRE finance work. The directory reflects who is actually lending today, not who has a website.

Pricing: Available on Gumroad. One-time purchase. Immediate delivery in HTML, XLSX, CSV, and PDF formats.

What's Inside

745 records across 9 lender categories. Each record contains:

Lender name and institution type
Primary geographic coverage (national, regional, or state-level)
Asset class focus (multifamily, industrial, office, retail, hospitality, mixed-use, land)
Loan parameters: typical LTC, DSCR requirements, minimum/maximum deal size
Program type: construction, bridge, permanent, agency, CMBS, portfolio
Contact information (where available and verified)
Record status: Verified · Contact-only · Coverage-only
Notes field: relevant originator context, known preferences, deal-level observations

Status breakdown:

Status	Count	Meaning
Verified	267	Direct contact confirmed; data corroborated by recent transaction
Contact-only	269	Contact information confirmed; lending parameters from market sources
Coverage-only	209	Coverage area and category confirmed; no direct contact on file

42% are Verified records. The rest are contact-and-coverage only. That is an honest accounting. The complete Lender Edition discloses this for every record.

Methodology

Field-sourced means this directory was built from direct market participation, not scraped from public databases or licensed from data aggregators. Records originate from:

Deal origination and submission processes (submitting to lenders, receiving term sheets)
Closing calls and post-close originator follow-up
Industry conference coverage and direct introductions
Broker-dealer and correspondent relationships
Published term sheets and publicly available offering memoranda

Verified means the contact information and lending parameters were confirmed through direct engagement within the current market cycle. A Verified record is not a guarantee of current appetite — CRE lending is cyclical and program parameters change. It is a confirmation that the counterparty relationship exists and the data reflects actual market experience, not marketing copy.

Updated quarterly. The directory is refreshed on a rolling basis. Purchasers of the current edition receive update notices.

Public Sample

Twenty-five records drawn from the full Lender Edition are available as a public sample. The sample includes verified and contact-only records across multiple categories and geographies.

View the public sample →

The sample does not include export functionality or full field disclosure. It is sufficient to assess record quality and format.

Format and Delivery

The Lender Edition is delivered in four formats simultaneously via Gumroad’s secure download portal:

Format	Use
HTML	Browser-native; filterable, sortable, printable. No installation required.
XLSX	Excel-compatible. Full field exposure. Sort and filter natively.
CSV	Import into any data tool, CRM, or database. UTF-8 encoded.
PDF	Print-ready. Formatted for A4 and US Letter. Section-indexed.

Delivery is immediate upon purchase confirmation. No account required. Gumroad issues a purchase receipt and a permanent download link.

Version updates: purchasers receive notification of quarterly refreshes. Major version releases (new field schema, record count expansion) are offered at a discounted upgrade price.

Acquire

One-time purchase. No subscription. No recurring billing.

The Lender Edition is available on Gumroad. Delivery is immediate upon purchase.

Questions before purchasing: support@valoreregistry.com

Guarantee

Any Verified record with a dead direct line within 90 days — we replace it free, within 5 business days.

Refresh

Quarterly refresh. Free re-download for 12 months from purchase.

Refund

14-day refund if the file is materially different from what was described, corrupted, or not delivered correctly.

Guarantee

Any Verified record with a dead direct line within 90 days — we replace it free, within 5 business days.

What this covers

A Verified record whose direct phone line is dead within 90 days of purchase
A Verified record whose direct contact has left the firm without a successor noted
A program parameter (deal size, asset class, geography) that is materially mis-stated

What this does not cover

Whether a lender will quote your specific deal — Verified confirms the platform exists and is reachable, not appetite
Records on the Contact-only or Coverage-only tiers — those tiers are explicit about what they cover
General-line phone numbers or shared inboxes flagged as such in the record
Records older than the most recent refresh — see the version-history page

Refund 14-day refund if the file is materially different from what was described, corrupted, or not delivered correctly.

Refresh Quarterly refresh. Free re-download for 12 months from purchase.

06 / Reference

Frequently asked questions

How current is the data?

The Edition was last refreshed in May 2026. The next scheduled refresh is August 2026. Purchasers receive free re-downloads for 12 months from purchase date, so any quarterly refresh within that window is included at no additional cost.

What does Verified mean?

Verified means a named individual at the firm with a direct phone line we confirmed in the most recent refresh, plus program parameters corroborated against a transaction, term sheet, or counterparty conversation. It is an affirmative statement about what we know – not a guarantee of current lending appetite.

Does Verified mean the lender is currently lending?

No. Verified confirms the platform exists, is reachable, and has documented program parameters. CRE lending is cyclical and appetite changes with rate cycles, policy, and portfolio concentration. The record reflects what we could confirm – not a forward commitment from the lender.

What happens if a direct line is dead?

Any Verified record with a dead direct line within 90 days — we replace it free, within 5 business days. Report it to support@valoreregistry.com with the record name and the date you attempted contact. We investigate and replace within 5 business days.

Can I use this for my whole team?

The standard license covers a single-seat practitioner. Firm licenses covering unlimited users at a single entity are available – email support@valoreregistry.com with your firm name and team size for pricing. Multi-seat licenses are generally offered at a flat-rate structure.

Can I import it into CRM?

Yes. The CSV export uses field names aligned with common Salesforce and HubSpot CRE conventions. Most practitioners import it without column-mapping work. The XLSX master tab is also well-suited to paste-import or bulk-update workflows.

Is this scraped?

No. Field-sourced means the records originate from direct market participation: deal submissions, term sheets, closing calls, correspondent introductions, and counterparty research accumulated over a decade of CRE finance work. We do not scrape public directories or license records from data aggregators.

Is this an enterprise CRE data platform replacement?

No. This is a practitioner desk reference for capital sourcing – knowing who to call, what they fund, and how to reach them. It does not include loan-level data, property records, or market analytics. It is complementary to those platforms, not a substitute for them.

Are contacts included for every record?

267 Verified records include a named individual with a confirmed direct line. 269 Contact-only records have a reachable contact without full parameter verification. 209 Coverage-only records have no direct contact on file – outreach goes through a general line or platform inbox. Every record discloses its tier explicitly.

How often do I get updates?

Quarterly refresh. Free re-download for 12 months from purchase. Updates are issued quarterly. You receive an email notification with a new download link – no re-purchase required within your 12-month window.

Can I submit corrections?

Yes. Send corrections to support@valoreregistry.com with the record name and the field in question. Verified corrections are reviewed, and if confirmed, folded into the next quarterly refresh. Submitters are credited in the version notes.

What file formats are included?

Five formats ship simultaneously in the ZIP: HTML (browser-native, filterable, works offline), XLSX (14-tab workbook with per-category sheets), CSV (UTF-8 flat file for CRM import), PDF (print-ready desk reference), and MD (Markdown flat export for AI-agent ingestion, vault workflows, and grep).

Is this useful for construction loans, bridge, agency, life co, or CMBS?

Yes to all. The Edition includes records across all major CRE execution types: construction, bridge, permanent, agency (Fannie/Freddie/FHA), life company, CMBS conduit, portfolio, and mezzanine. The XLSX workbook has per-category tabs, and the HTML tool supports filtering by program type.

Can I expense this?

Yes. Gumroad issues a full invoice receipt at purchase – entity name, date, amount, and line item – suitable for expense reimbursement. Multi-seat firm licenses are also available if your firm requires a single-invoice purchase.

Do you offer firm licenses?

Yes. Firm licenses cover unlimited users at a single entity and are invoiced directly. Contact support@valoreregistry.com with your firm name and headcount estimate for pricing and a quote.

Scope

What this is not.

Honesty about scope is part of the product. Here's what the Lender Edition is not.

Not a live market-data feed. This is a quarterly-refreshed reference file. Markets move between refreshes.
Not an enterprise CRE data platform replacement. Those products serve different needs (property records, CMBS analytics, REIT advisory). This is a directory of capital providers, not a transaction database or property record.
Not a guarantee that a lender is currently quoting. Verified confirms the platform exists and is reachable. Lender appetite changes with rate cycles.
Not a CRM sync tool. The CSV imports cleanly into Salesforce / HubSpot, but there is no live sync, no API, and no automated enrichment.
Not a scraped email list. Records originate from direct market participation. No bulk-purchased lists, no public scrape, no LinkedIn enrichment.
Not a promise of current credit appetite. The file maps who lends what in CRE – not who has dollars to deploy this quarter.

Get the file

745 records · 267 Verified · refreshed May 2026 · next refresh August 2026

Open the standing record.

One-time purchase. Immediate delivery in HTML · XLSX · CSV · PDF · MD. 14-day refund if the file is materially different from what was described, corrupted, or not delivered correctly. Quarterly refresh. Free re-download for 12 months from purchase.

Buy on Gumroad