Capital markets investors

CAPITAL
MARKETS

Your Partners in Innovation

Performance Trust Capital Markets is a full-service broker-dealer specializing in providing innovative financing and securitization solutions to a broad range of lenders, originators and issuers. Our custom, solution-oriented approach provides value to our larger, established clients and empowers us to be a leader in unique and first-time securitizations. Our combination of creative structuring and banking professionals, highly experienced institutional salesforce and extensive distribution to Community Banks and Credit Unions provides our clients with unparalleled financing solutions.

Capital markets investors

180+ Sole or Joint Lead transactions totaling $42+ billion in securitizations since 2018

Capital markets investors

130+ Co-Manager roles totaling over $91+ billion in securitizations since 2018


Capital markets investors

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
  • Small Balance Commercial
  • Esoteric asset classes
Capital markets investors

Loan Products

Our areas of expertise span the following sectors:

  • HELOC
  • Commercial real estate
  • Consumer unsecured
  • Solar
  • Manufactured housing
  • PACE
  • Custom loan structures
Capital markets investors