In this special roundtable episode, we are joined by three of the industry's top capital markets experts: Anna Siradze-Herdina (Talinvest), Andy Bratt (Gantry), and Cody Baker (Baker Capital Partners).

We pull back the curtain on what lenders are really thinking as we close out 2025.

We cover:

• The "Extension" Problem: Why lenders are done extending loans for stalled lease-up projects and what that means for borrowers stuck at 50-60% occupancy.
• Interest Rate Myths: The panel debunks the idea that Fed cuts equal immediate mortgage rate drops. We discuss why borrowers are moving to 7-10 year fixed debt instead of waiting for a market miracle.
• Construction Debt: Why banks have resurged as the primary source for construction loans, while life companies stick to permanent debt.
• Underwriting 2026: The #1 advice from our panel: Stop fluffing your pro forma. Lenders are scrutinizing rental rate assumptions more than ever, you need data to back up your story.

Tune in for a masterclass on how to get your self-storage deal funded in the new year. Connect with Our Guests: Anna Siradze-Herdina (Talinvest): [email protected] Andy Bratt (Gantry): [email protected]Cody Baker (Baker Capital): [email protected] Connect with Thaddeus Campbell:LinkedIn: / itsthadcampbell

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