CAPITAL
MARKETS
Your Partners in Innovation
Performance Trust Capital Markets was founded to connect our core clients—community financial institutions—to high-quality asset originators and holders. We pride ourselves on being solution oriented, and our platform is intentionally built to serve the entire spectrum of origination partners-from existing Wall Street caliber to underserved issuers.
We create unique and first-time securitizations, custom-funding solutions, and capital raises that address specific problems our partners are facing by matching those structures with a highly desirable funding base. Our combination of creative structuring and banking professionals, highly experienced institutional salesforce and exclusive and extensive down-stream distribution to community banks and credit unions provides our clients with unparalleled access to financing solutions.
60+ Sole or Joint Lead deals totaling over $9 billion since 2018
75 Co-Manager deals totaling over $55 billion since 2018
100+ team members focused on unique distribution channels
New Issue Activity
Our areas of expertise span the following sectors:
- Reverse mortgages
- Consumer unsecured
- RMBS/CMBS
- Litigation finance
- Esoteric asset classes
Loan Products
Our areas of expertise span the following sectors:
- HELOC
- Commercial real estate
- Consumer unsecured
- Solar
- Manufactured housing
- PACE
- Custom loan structures
