Disclosures
Gold bull and bear figures in front of a market chart

Alternative thinking. Institutional discipline.

Capital markets and investment banking for companies, property owners and investors.

Who We Are

Goodfellow Capital Markets is a New York–based capital markets and investment banking firm. Its founders bring experience in investment banking, wholesale distribution, securities structuring and portfolio management, and the firm advises companies, business owners, property owners and investors on capital raising, mergers and acquisitions, debt financing, restructuring and 1031 exchanges.

About Goodfellow
What we do

Capital markets and investment banking

Senior-level advice and execution for companies, property owners and investors.

Investment Banking

Mergers and acquisitions, capital raising, debt financing and restructuring for middle-market companies and business owners.

Investment banking →

Real Estate Capital

We help property owners, developers and sponsors find debt and equity capital for real estate projects.

Discuss a project →

1031 Exchanges

Replacement property sourcing for exchange investors, and end-to-end sponsorship of Delaware Statutory Trusts.

1031 exchanges →

About Goodfellow

A New York–based capital markets and investment banking firm.

Who we are

Goodfellow Capital Markets is a New York–based capital markets and investment banking firm. The firm advises middle-market companies, business owners, property owners and investors on capital raising, mergers and acquisitions, debt financing and restructuring, and assists real estate investors with 1031 exchanges.

Goodfellow’s founders bring experience in investment banking, wholesale distribution, securities structuring and portfolio management, including backgrounds in private credit and private equity. Members of the team have held roles at top-ten asset managers and leading alternative investment managers, and have worked across the real estate, oil and gas, and commercial lending sectors.

Each engagement is led by senior professionals, who remain directly involved from the initial assessment and structuring of a transaction through outreach to capital providers, negotiation and closing. Securities transactions are conducted through a registered broker-dealer.

Founding member

The people behind Goodfellow.

Brady Smith, CETF®

Partner, CIO

Investment Banking

Mergers and acquisitions, capital raising and advisory services for middle-market companies and institutional investors.

Investment Banking

M&A, capital raising and advisory services

Goodfellow Capital Markets is an independent capital markets and investment banking firm. Our investment banking group advises middle-market companies, business owners and institutional investors on mergers and acquisitions, capital raising and restructuring.

Whether a client is selling a business, completing an acquisition, financing growth or reshaping its balance sheet, we provide senior-level advice and execution at each stage of a company’s development.

Services

Our capabilities

Mergers & Acquisitions

Advises business owners, companies and investors on the sale, acquisition and combination of businesses, from initial strategy and valuation through negotiation and closing.

  • Sell-side advisory
  • Buy-side advisory
  • Mergers and divestitures
  • Recapitalizations

Capital Raising

Arranges private placements of debt and equity securities for middle-market companies.

Debt Financing

Structures and places senior, unitranche, mezzanine and asset-based credit facilities.

Real Estate Capital

Helps property owners, developers and sponsors find capital for real estate projects, arranging debt and equity financing from banks, credit funds and private investors.

Loan Facilitation

Provides liquidity solutions for portfolios of loans, leases and receivables, connecting sellers with banks, credit funds and institutional buyers.

Restructuring and Advisory

Advises companies and their stakeholders on refinancings, recapitalizations and capital structure matters.

Discuss a transaction

New York

Goodfellow Capital Markets, LLC
353 Lexington Avenue, 4th Floor, Ste 407
New York, NY 10016

info@goodfellowcm.com
(657) 831-3559

All inquiries are handled confidentially.

This page is for informational purposes only and is not an offer to sell or a solicitation of an offer to buy any security. Any transaction is subject to due diligence, market conditions and definitive documentation.

1031 Exchanges

Replacement property sourcing for 1031 exchange investors, and end-to-end sponsorship of Delaware Statutory Trusts.

1031 Exchanges

Established expertise in 1031 exchanges

Our professionals bring more than 40 years of combined real estate experience and extensive expertise to the 1031 exchange market, on both sides of the transaction. We help exchange investors locate replacement opportunities that fit their goals and timelines, and we structure and launch Delaware Statutory Trusts (DSTs) from start to finish.

As a DST sponsor, Goodfellow can manage every stage of an offering: sourcing and acquiring the property, structuring the trust and its financing, bringing the offering to market, and serving as asset manager and property manager through the eventual sale.

Replacement property

Finding the right replacement

Exchange deadlines are tight, but speed never comes at the expense of diligence. Every offering we present to an investor first passes a rigorous review and qualification process, and we work alongside investors, their qualified intermediary and their tax advisors to match the right opportunity to their objectives and close on time.

How we qualify an offering

  • Sponsor: track record, financial strength and full-cycle results on prior offerings
  • Property: location, tenant credit, lease terms and physical condition
  • Financing: leverage, interest rate, maturity and lender terms
  • Offering terms: fees, reserves and how projected distributions compare with property cash flow
  • Structure: review of the offering documents and the trust’s compliance with IRS requirements
  • Third-party reports: independent due diligence, appraisal and environmental findings

What we match on

  • Income and distribution goals
  • Property type and location
  • The debt level needed to replace existing financing
  • Diversification across multiple DSTs or properties
  • Timing to meet the 45-day and 180-day deadlines
DST sponsorship

Our DST platform

Goodfellow can serve as sponsor, asset manager and property manager on a Delaware Statutory Trust, carrying each offering from property selection through the eventual sale.

  1. 1

    Select

    Research-driven selection of institutional-quality properties in markets with strong long-term fundamentals, held to rigorous acquisition standards.

  2. 2

    Structure

    Trust formation, financing and an offering structure built for 1031 investors and the IRS requirements for DSTs.

  3. 3

    Offer

    Offering documents and distribution through broker-dealers and financial advisors nationwide.

  4. 4

    Manage

    Active asset and property management, regular distributions and timely investor reporting throughout the hold.

  5. 5

    Exit

    A planned exit, with options that may include a sale, a subsequent 1031 exchange or a 721 exchange into an operating partnership.

One team, three roles

Sponsor

We source and underwrite each property, structure the trust and its financing, and stand behind the offering for its full life.

Asset manager

We execute the business plan, oversee leasing, budgets and capital projects, and keep investors informed.

Property manager

We run day-to-day operations, including tenant relations, maintenance and rent collection.

What investors receive

Passive ownershipNo landlord duties or property decisions
Regular distributionsPaid from property cash flow; not guaranteed
Timely tax reportingAnnual information to support each investor’s return
Ongoing communicationUpdates on performance and the business plan

This page is for informational purposes only and does not constitute tax, legal or investment advice. Investors should consult their own tax and legal advisors about their circumstances. DST interests are securities offered only to accredited investors through a private placement memorandum and involve significant risks, including illiquidity and possible loss of principal. Securities are offered through a registered broker-dealer.

Contact us

To discuss a transaction or learn more about our services, contact Goodfellow.

New York

Goodfellow Capital Markets, LLC
353 Lexington Avenue, 4th Floor, Ste 407
New York, NY 10016

info@goodfellowcm.com
(657) 831-3559

To request a meeting, choose “Request a meeting” as the topic and we will reply with times.

Important disclosures

General

This website is for informational purposes only and is not an offer to sell or a solicitation of an offer to buy any security. Any offer will be made only through definitive offering documents. Securities transactions are conducted through a registered broker-dealer.

Investment banking and capital markets

Descriptions of our services are general in nature. Any engagement is subject to due diligence, market conditions, internal approvals and definitive documentation, and there is no assurance that any transaction will be completed or any financing obtained.

1031 exchanges and Delaware Statutory Trusts

Goodfellow does not provide tax or legal advice; investors should consult their own tax and legal advisors. DST interests are securities offered only to accredited investors through a private placement memorandum and involve significant risks, including illiquidity, possible loss of principal, lack of control over the property and the possibility that tax deferral is not achieved. Distributions are not guaranteed.

Third-party information

Information from third-party sources is believed to be reliable but is not guaranteed.