Wealth Manager Solutions

Commercial Real Estate Financing for Your Clients

Who is Plum?

Plum is a national commercial real estate (CRE) financing company that helps CRE owners protect and grow their wealth. We deliver personalized and consultative service to every client and act as an arm of your wealth management team. Plum’s experienced team of commercial real estate professionals guides CRE investors through the financing options and works closely with them to make the loan process painless.


More Loan Options

Sophisticated clients expect choices. Plum provides CRE owners with a variety of loan programs, including access to long-term capital, offering the right terms and options to meet the individual needs of each client.

Outstanding service

Your clients deserve white-glove treatment. Plum delivers a high quality and consultative service consistent with the standard that wealth managers want for their clients. Our commercial real estate experts help owners think through the financing options and work closely with them to make the loan process as efficient as possible.

Commitment to growing long-term wealth

Increasing your clients’ wealth is our goal. Plum doesn’t finish once the loan closes, but helps owners increase their wealth year after year. We have developed a network of partners to help enhance the value of their real estate investments.


Successful, fast and efficient closing of a loan is always the best outcome. Your wealth management clients have a range of investments in their portfolios that require your attention and advice. We know that speed and professionalism reflect well on wealth managers.


Potential Loan Terms on Acquisitions or Refinances

$1-$25 million,
and up to 75% loan-to-value

5-20 year terms,
with fixed-rate options

Lending across

Office, Retail, Multifamily, Manufactured Housing, Hospitality, Industrial, Self-Storage and Mixed-Use Properties.

Hear from Some of our Clients

“Every deal has its challenges and it’s important to have someone who knows when to step in and intercede and that’s what Plum did. I’m very pleased with the outcome.”

Office Property owner

“It was the first time I’ve felt like a lender was on my side. When I talk to them it’s like I’m talking to someone on my team. Plum make the customer feel like they win, and I’d love to work with them again. ”

RV Park owner

“The Plum team was helpful, kind and valued our relationship. The experience was first class.”

Retail property owner

Get in contact with Plum,

and see how we can help your clients protect and grow their wealth.