Our Experience
Portfolio Underwriting and Management
Our team has helped clients expedite hundreds of millions of recoveries, boosting portfolio investment returns. We’ve priced, bid, and managed diverse portfolios ranging in size from $30 million to over $5 billion in the U.S., Latin America, and Europe. Clients and partners have included banks, investment funds, receiverships, trusts, and private investors. Portfolios have included commercial real estate, residential and commercial mortgages, sub-investment grade mortgage bonds, leasing portfolios, and asset based loans.
Organizational Reviews
We work with companies desiring to improve profitability, enhance investment return, and address concerns about transparency. We have analyzed the business operations of hundreds of organizations, prepared detail business plans and cash forecasts, and developed and provided detailed reports with actionable recommendations.
Our direct experience includes performance of servicer and asset management reviews on behalf of investment funds. We have also evaluated the strategic business plans of dozens of borrower owned businesses to determine operational viability, avenues and terms of potential debt refinance, and additional equity requirements and funding sources.
Capital Sourcing and Investing
Blue Impact has experience sourcing capital for opportunistic investments in real estate and sub-performing loan portfolios. Blue Impact can assist in vetting investment opportunities and bringing additional capital to invest alongside operators. Our partners have participated as operating partner with major U.S. investment funds and banks acquiring sub-performing mortgage and REO portfolios.
Board Advisory
The principal of Blue Impact has served as member of oversite committee boards for the RTC and FDIC, and for liquidating trusts overseeing the resolution of multimillion dollar asset portfolios. He has also served on the board of directors of a computer services corporation, and two NGO’s.
Financial Institution Receivership and Liquidating Trusts
Our partners have managed the assets of twenty-five failed financial institutions in receivership, as well as liquidating trusts on behalf of governmental entities, institutional investors, and bankruptcy courts in the US and abroad. This involved development of management and disposition procedures subject to governmental/court oversight and approval, presentation of business plans to oversight committees, executing resolution strategies, and accounting for assets under governmental standards and scrutiny.
Troubled Asset Recovery
We have managed and resolved dozens of multi-million dollar troubled real estate projects, ranging in size from a handful of units, to massive developments with over six thousand units. Assets we have managed and resolved have included international resort and convention hotels, residential developments, highly contaminated manufacturing plants, condominium projects, shopping malls, and operating farms and ranches. We have resolved issues including title defects and encumbrances, investor lawsuits, environmental contamination, organized squatters, and fraud.
Loan Servicing
We have established and grown from inception five highly successful loan servicing organizations for residential mortgage and commercial loans. Our experience encompasses the hiring of staff for all phases of the organizations, selecting and installing software and general ledger systems, and developing customer service and call centers. Each organization achieved the highest ratings from Fitch, S&P, and Moody’s.
Dispute Resolution
Blue Impact has significant experience managing and resolving disputes both in and out of the court system. Experience has included resolution of dozens of assets in bankruptcy chapters 11, 13, and 7. We’ve resolved lender liability issues, contested foreclosures, lawsuits filed by governmental entities for environmental contamination and title restrictions, and lawsuits filed by condominium owners against developers. Our experience has involved resolution of investor and bond holder lawsuits, both as plaintiff and defendant. We’ve had great success negotiating out of court settlements by bringing thoughtful analytics, sound judgement, and an understanding of the court system through years of experience with courts in multiple jurisdictions in the US and internationally.