Modern high-rise building under construction with scaffolding
Professional reviewing financial documents in a modern office
Real Estate

Fund your next development project

Citiwealth Financial Group structures capital for real estate developers and builders. From Dallas to Philadelphia, we pair financing with disciplined advisory.

What we do

Capital works best when the structure is clear

Real estate development site with crane and steel framework

Capital raising

We connect development projects with the right investors and structure raises that hold up under due diligence.

Analyst reviewing blueprints and financial documents

Construction financing

We arrange construction loans with terms that match your build timeline, not the other way around.

Modern high-rise development under construction at dusk

Advisory

We review your project's numbers before you go to market, so you present a deal lenders can say yes to.

Clear fee structures, defined before we start

We structure each engagement to match your project's size and stage. You see the fee schedule before any work begins, so there are no surprises later.

Capital raising

Flat advisory fee tied to the capital target. You know the cost before we begin.

Advisory fee

per engagement
Get a fee quote

Fixed fee schedule

No upfront retainer

Disclosed in writing

Nondisclosure protected

Milestone-based billing

Transparent terms

Most common

Construction financing

Fee tied to funded loan amount. No fee if no financing closes.

Success fee

at closing
Discuss a project

Performance-based fee

Paid at closing

All costs itemized

Lender fees separate

Clear draw terms

No hidden charges

Advisory retainer

Ongoing capital strategy, project oversight, and due diligence support on a set monthly fee.

Monthly retainer

monthly
Request retainer terms

Monthly fixed fee

Scope defined upfront

Direct senior access

Quarterly reviews

Exit clause

Itemized invoicing

HOW WE SCREEN AND FUND

Clear funding process from first review

Close-up of a developer's hand pointing at a financial spreadsheet with building blueprints in the background

Capital Request Review

We assess your request against project fundamentals, so you get a direct answer on feasibility.

Aerial view of a construction site with cranes and partially built structures

Project Evaluation

We review the pro forma, location, and exit strategy to confirm the deal aligns with our lending criteria.

Financial term sheet on a desk with a pen and a calculator

Structured Term Sheet

You receive a clear term sheet outlining amount, pricing, and draw schedule before any commitment.

Team of professionals reviewing documents around a conference table in a bright office

Funding Execution

We coordinate documentation and disbursement timelines to match your construction schedule.

Developer results

Smart Investments for Smart Investors

We work with developers and builders who track their numbers closely. Here is what structured capital and clear reporting look like on the ground.

The capital sequence was the first thing we had to get right. Citiwealth brought the structure and the reporting that kept our bank lender comfortable through construction.

Marcus Webb

Marcus Webb

Developer, Dallas multifamily project

We had the land and the entitlements but no capital stack. Citiwealth raised the equity and walked us through every condition before we closed.

Elena Marsh

Elena Marsh

Managing partner, Philadelphia build-to-rent

Their due diligence on our pro forma was hard but fair. It made the whole project sharper and easier to finance with our bank partner.

Daniel Okafor

Daniel Okafor

Principal, commercial contractor

What does it take to get funding?

Discuss your project and capital request with us today

We respond to every inquiry within one business day, so your project keeps moving forward.