HM Capital

What HM Capital does

HM Capital, LLC is an independent commercial mortgage banking and capital advisory firm founded in 1977 and headquartered in Tulsa, Oklahoma, with regional offices in Oklahoma City, Oklahoma and Fayetteville, Arkansas. The firm specializes in arranging financing for income-producing commercial real estate, including multifamily, office, retail, industrial, and single-tenant properties. Core products span permanent non-recourse debt financing (5-30+ year terms), construction and bridge financing, equity placement via joint venture and preferred equity partnerships, single-tenant and owner-occupied financing, and one-time close construction-to-permanent loans. The firm is a founding member of Strategic Alliance Mortgage (SAM), a 17-firm nationwide network that has produced over $210 billion in loan volume and services more than $50 billion collectively.

The firm generates revenue through transaction fees on loan origination and managed-services fees on its in-house loan servicing portfolio, which totals over $600 million. Its customer base consists of commercial real estate developers and investors, primarily in Oklahoma and Arkansas but with national reach through the SAM network. Distribution is anchored by long-standing relationships with approximately 20 life insurance companies (including Aegon, Lincoln Financial, Mutual of Omaha, and Nationwide), supplemented by CMBS, GSE (e.g., Freddie Mac SBL), bank, debt fund, and government agency (SBA, USDA Rural Development) capital providers. Leadership is led by President and CEO Treak Tasker (since 2004, CMB-credentialed, MBA COMBOG member) and EVP Marsha Dunbar, who adds securitization and government-guaranteed lending expertise.

The firm's go-to-market is consultative and relationship-driven, relying on referrals, executive-level relationships with capital providers, and a small regional footprint rather than technology-led distribution. Since 2001, HM Capital has financed $1.6 billion in cumulative loan volume. The firm operates with 11-50 employees and does not disclose specific revenue figures. Note: The firmographics data and a separate leadership/acquisitions block reference 'HM Capital Partners,' a Dallas-based PE firm (energy/food/media focus, founded 1984) — this appears to be a different entity from the Tulsa-based HM Capital, LLC analyzed here.

Name

HM Capital

Legal name

HM Capital, LLC

Website

https://www.hmcapital.com/

Company type

Private

Founded year

1984

Operating status

Operating

Headcount range

11–50 employees

Short description

HM Capital, LLC is an independent commercial mortgage banking and capital advisory firm founded in 1977 in Tulsa, Oklahoma. The firm originates permanent, construction, bridge, and equity financing for commercial real estate developers and investors via a network of institutional capital providers.

Ownership category

akta.pro rank

Product category

Commercial Mortgage Banking

NAICS

Other Financial Investment Activities (5239)

SIC

Mortgage Bankers & Loan Correspondents (6162)

akta.pro primary industry

Capital Markets Advisory (Equity Placement, JV & Recapitalization) (BPAJABAL)

Keywords

• Commercial mortgage banking
• Capital advisory
• Commercial real estate financing
• Loan servicing
• Debt and equity placement

Headquarters

HQ city

Dallas

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales

Revenue model

1. Loan Origination Fees: HM Capital earns fees from originating and placing commercial real estate loans for developers and investors. They arrange permanent financing, construction financing, bridge financing, and equity placement for commercial properties.
2. Loan Servicing: HM Capital services their commercial loan portfolio in-house, totaling over $600 million. They provide loan administration services including payment collection, tax/insurance administration, property inspections, and financial reviews for lenders. The company manages loans throughout the entire loan term.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels3 records

Core offering

HM Capital is an independent commercial mortgage banking and capital advisory firm that arranges permanent, construction, bridge, and single-tenant financing as well as equity placement for income-producing commercial real estate. The firm leverages a national network of institutional capital sources, including life insurance companies, banks, CMBS lenders, GSE lenders, debt funds, and government agencies, and services its commercial loan portfolio in-house from origination through maturity.

Product overview

HM Capital is an independent commercial mortgage banking and capital advisory firm offering a unified suite of financing services for income-producing commercial real estate. The core offerings include Permanent Financing, Equity Placement, Single-Tenant/Owner Occupied Financing, Construction Financing, and Bridge Financing, all delivered through relationships with institutional capital providers including life insurance companies, banks, CMBS, and debt funds. Loan Servicing is provided in-house for the company's portfolio, totaling over $600 million in loans.

Differentiator

Problem solved

Functional benefit

Products and services

• Permanent Financing Permanent non-recourse debt financing for stabilized income-producing commercial properties, typically with terms of 5 to 30+ years and amortization of 10 to 30+ years, arranged through HM Capital's network of institutional capital providers.
• Construction Financing Short-term construction financing and participating debt programs for commercial developments, including one-time close construction-to-permanent loans that eliminate interest rate risk.
• Bridge Financing Short-term transitional financing for value-add acquisitions, special case scenarios, and positioning of assets for permanent refinancing or disposition.
• Equity Placement Arrangement of joint venture and preferred equity partnerships for commercial real estate projects through HM Capital's network of national real estate capital providers.
• Single-Tenant / Owner-Occupied Financing Financing solutions for single-tenant commercial properties based on tenant credit strength, including options for owner-occupied and non-credit tenants.
• Loan Servicing In-house servicing of HM Capital's commercial loan portfolio totaling over $600 million, including payment collection, tax and insurance administration, property inspections, financial reviews, and loan modifications from origination through maturity.

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Strategic Alliance Mortgage (SAM)coreStrategic or Co-development Partner · 1 January 2001HM Capital is a founding member of Strategic Alliance Mortgage, an organization comprising 17 privately owned commercial mortgage banking companies located throughout the U.S. The SAM group has combined servicing of over $50 billion in loans and has generated more than $210 billion in loan production since 2001. Through SAM, HM Capital multiplies capital sources and gains access to shared knowledge enabling superior capital market solutions.

Scale indicators5 records

Recent moves5 records

Expansion highlights4 records

Broad incumbents

• Walker & Dunlop: Large publicly traded commercial real estate finance company originating, servicing, and brokering multifamily and CRE debt. Highly comparable to HM Capital in core mortgage banking activity, but operates at national scale with a much larger servicing portfolio and capital-markets platform.
• JLL Capital Markets: Global CRE services firm with a large debt placement and capital markets advisory practice (including legacy HFF). Competes with HM Capital on larger equity placement and debt advisory mandates for institutional clients.
• CBRE Capital Markets: Largest global CRE services platform with extensive debt and equity placement capabilities. Overlaps with HM Capital on permanent financing and equity placement for institutional sponsors.
• Newmark Group: Public CRE services firm offering investment sales, debt placement, and loan servicing. Direct competitor for HM Capital's debt and equity placement mandates, particularly for middle-market and institutional sponsors.

Direct peers

• Northmarq: Independent commercial real estate mortgage banking firm with a regional office model across the U.S., placing debt and equity for income-producing properties. Closest direct peer to HM Capital in business model, product set (permanent/construction/bridge), and life-insurance-company capital relationships.
• Meridian Capital Group: Independent commercial real estate mortgage brokerage arranging debt and equity for multifamily and commercial properties nationwide. Comparable to HM Capital in product mix and life-insurance-company focus.
• Eastdil Secured: CRE investment banking firm focused on debt placement, equity placement, and investment sales for institutional clients. Overlaps with HM Capital on larger capital advisory and equity placement mandates.
• Grandbridge Real Estate Capital: National CRE mortgage banking and servicing firm arranging permanent, construction, and bridge debt for institutional and middle-market sponsors. Closely comparable in product set and life-insurance capital relationships.
• Lument: Direct CRE lender and Fannie Mae/Freddie Mac DUS originator offering permanent, bridge, and structured debt for multifamily and seniors housing. Adjacent competitor to HM Capital on the agency/GSE side of HM Capital's product mix.

Others

• PGIM Real Estate Finance: Large institutional CRE debt provider and one of the life insurance company capital sources HM Capital originates into. Comparable as a capital provider in HM Capital's network rather than as a direct competitor.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A5 records

Investments30 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about HM Capital