Your job title should never limit what you do to best serve your clients.

A sound piece of advice from Michael Chase, the managing director of the Boston regional office for NorthMarq, which provides capital solutions for commercial real estate owners.

It’s lessons like that that he first learned as a kid in the family business… and then later at a small real estate firm. These are places where the company culture encourages problem-solving, taking responsibility, suggesting a company-wide change that could have a positive impact, and doing whatever needs to be done to keep the business thriving. 

He found the same philosophy in his current position and added something else: It’s key to understand your client’s business plan and needs and then structure the best capital for their investments.

We get into all the details on that, as well as…

• What an early mentor taught him that changed his career
• The traits he looks for in his clients (he doesn’t take just anybody)
• Parts of a real estate loan’s structure that many borrowers ignore at their peril
• The true value of win-win deals
• And more