About Us

In business for over 30 years, we know a thing or two.

Joseph M Wheeler

President
Joe Wheeler is an executive who for over thirty years has built successful Florida banking companies always developing the lending teams who have built companies in excess of $4 billion. He has been President of various banks for over 15 years, served in leadership roles of over 50 nonprofit organizations, spoken to many professional organizations and has been the subject of many published articles. He has started de novo banking charters, participated in 15 bank mergers and acquisitions, managed special assets of acquired companies and recently sought to recapitalize community banks with private equity partners.

He founded Wheeler Capital Partners responding to past client requests for refinancing upcoming maturities. As he assisted long time clients he discovered the traditional sources of financing have changed. Clients need financial consultants to present their needs to multiple funding sources in a form acceptable to the lending sources and they need to know what fits each lender.

We provide millions of dollars for our client needs with multiple lending sources. Continual development of new funding sources has provided Wheeler Capital Partners the ability to offer clients uncharacteristically flexible rate, terms and conditions.

Over time we have developed our client relationships becoming trusted advisors. Typically we are part of the “due diligence” team developing a project or advising on a purchase. Different funding sources often fund multiple parts of transactions but we have found adding early structure favorable to funding criteria enhances attractiveness to lenders.

Call and put us on your team!

Recent Blog Posts

Learn from the top thought leaders in the industry.

Is Commercial Real Estate on the Decline?

After enjoying two consecutive quarters of growth, the United States commercial real estate (CRE) market declined sharply in the first quarter of 2017. This decline was significant, dragging CRE investments below $100 billion for the first time since the beginning of...

Will Cap rates rise in 2017?

Interest rates have begun to rise and according to the Federal Reserve are expected to continue throughout 2017.  How will this change forecasted domestic and foreign CRE investment and will cap rates increase in response to interest rates. According to Spencer Levy...

Rushing to a wall of uncertainty in 2016

We find 2016 is upon us beginning with a historic decline in the stock market, crude oil at record lows, the dollar strengthening with domestic employment growing in an election year certain to change US leadership. Globally most industrialized countries’ growth has...