Financial Advisors

Help your clients access Private Credit Investments in commercial real estate through a reliable Partner.

Who we serve

We offer a complete investment service for various Financial Advisors in Private Credit.

Chartered Financial Planners

Certified Public Accountants

Registered Investment Advisors

Private Credit: An exciting alternative investment opportunity for your clients

Predictable Regular Cash Flow

It is beneficial for planning your financial needs.

Increase Diversification

Private Credit has low correlation with traditional asset classes.

Anti-Inflation

Excellent hedge against inflation, with mostly floating rate basis investments

AVANA - Your trusted ally for unlocking Private Credit opportunities in commercial real estate sector for your clients

Tailored Investment Solution

We tailor investment solutions to perfectly match our partner's needs.

Niche Specialization

We understand the unique features of hospitality funding, in order to take advantage of possibilities for higher yields.

Attractive Risk-adjusted Returns

Private Credit investment in niche CRE sector has low correlation with most other asset classes.

Wealth Preservation

We follow a rigorous underwriting process that ensures a low delinquency rate (<1%).

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Social Impact

Invest in ESG (Environmental, Social, and Corporate Governance) that not only grows your wealth, but also helps communities grow and generates job opportunities.

Trusted Partner

We have been trusted by global Institutional leaders like Oaktree for long term investment management.

Ways to Invest

With our unique EqualSeat™ platform, built on the regulations under 506(c) securities offering, we ensure that your clients have an Equal Seat with Institutional Investors to invest in private Credit in the commercial real estate sector. We're here to make investing accessible for everyone!

Learn More about EqualseatTM

We provide a range of distinguished investment opportunities through various funding programs

Hospitality

Lending solutions tailored to the hospitality sector, facilitating financing for hotels and resorts to support their growth and operational needs.

Retail

We offer flexible loan choices tailored to suit retail properties, helping business owners grow.

Office

We provide essential financial support for office spaces, empowering entrepreneurs to upgrade and fully utilize their properties.

Industrial

We are helping business owners find the best ways to fund their industrial properties like warehouses, manufacturing places, and logistics centers.

Storage

We help storage businesses manage and grow their self-storage and distribution centers, by providing custom-made funding solutions.

Mixed Use

We offer versatile loan solutions for mixed-use projects that combine residential, commercial, and retail elements, helping business owners thrive.

Check Out a Few Live Projects. They Could Be Potential Investment Opportunities for Your Clients.

Retail Center in Jackson Deal

Loan Purpose:

Acquisition

Loan Type:

Retail

Loan Amount:

$6,734,000

9-Story Office Building

Loan Purpose:

Acquisition

Loan Type:

Office

Loan Amount:

$14,200,000

65-Unit Hotel Deal

Loan Purpose:

Refinance

Loan Type:

Hotel

Loan Amount:

$18,800,000

Energy Storage Project in NY

Loan Purpose:

Construction

Loan Type:

Renewable Energy

Loan Amount:

$5,408,361

Our Team

About Michael Tansley

As Chief Financial Officer, Michael has 30+ years of industry experience in financial services and operations. He currently serves as CFO/COO of AVANA Companies, LLC where he joined in December 2021.  Most recently, prior to joining AVANA, Michael was the CFO/COO of an investment manager in alternative investments for 10 years. Prior to that he served in several senior finance and operational roles at JPM Asset Management and GE and before that at PriceWaterhouse he was a senior manager in the financial services group.

Michael Tansley
Chief Financial Officer/Chief Operations Officer

Our Team

About Cathy Ellsworth

Cathy Ellsworth is the Executive Vice President of Investor Relations for AVANA Companies, a private credit/CRE investment manager with approximately $1B in assets.  At AVANA, she is responsible for the firm’s fundraising efforts in the United States, working with both retail and institutional investors, including family offices, endowments, foundations, RIA firms, pension funds, insurance companies and investment consultants.

Cathy Ellsworth
Executive Vice President, Investor Relations