About

Built for the refinance cycle

Crestpoint Capital Markets was formed for a specific market condition: the largest concentration of commercial loan maturities in a generation. The firm pairs licensed Texas brokerage leadership with institutional process, so our clients negotiate from preparation, not deadline.

The Firm

Advisory first, transaction second

The firm represents the owner, defines the capital structure, runs a competitive process across institutional lenders, and manages diligence through funding. Recommendations are measured against four things only: proceeds, coupon, structure, and certainty of execution.

The result is a practice that behaves like an institutional capital markets desk: fixed process, disclosed economics, and lender relationships maintained across cycles rather than assembled per transaction.

Leadership

Accountable senior coverage

Jeffrey Pey

Managing Principal

Leads capital markets strategy, lender coverage, and execution on every Crestpoint engagement.

Directs firm strategy and origination across Texas markets.

Structures senior, bridge, and agency financings for Texas owners across the property spectrum.

Accountable for process discipline from engagement letter through funding.

Sasha Jam

Managing Broker

Holds the firm's Texas brokerage license and supervises every engagement file.

Reviews underwriting, lender selection, and disclosure before a package goes to market.

Coordinates term sheet negotiation and closing with borrower counsel and lender credit.

Michael Walker

Vice President

Runs lender processes across banks, agency, life company, CMBS, and debt fund channels.

Builds the credit memorandum, cash flow model, and sizing scenarios on each transaction.

Manages quote comparison and structure negotiation through commitment.

Melissa Jones

Senior Loan Advisor

First point of contact for owners approaching a maturity or acquisition deadline.

Assembles rent rolls, operating statements, and diligence for lender review.

Tracks conditions, third-party reports, and closing timelines to funding.

Discipline

One process, run the same way on every engagement.

Speed

Lender package in 48 hours; term sheets inside two weeks.

Alignment

Success fee at closing. No retainers on standard engagements.

Discretion

Marketed only to lenders selected with the owner.