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2023 Top Mortgage Brokers and Lenders
California
- Ramsey Daya and Chris Moritz
- Ben Harris, Keith Rosso, Allan Freedman, Anthony Cinquini, George Spadier and Branden McBirney
- Newmark Santa Monica Team
- Val Achtemeier
- Scott Peterson and Bill Chiles
- Malcolm Davies and Zachary Streit
- Tyler Bradford
- Steve Bram
- Evan Kinne and Ed Steffelin
- Jonathan Lee and Shahin Yazdi
- George Mitsanas
- Stephen Stein and D. Scott Lee

Stephen Stein and D. Scott Lee
$661 million
Provides clients with innovative and sound solutions
Closed 112 placements of debt and equity in 2022
Stephen, Scott and the Tauro Capital team excelled in 2022, having closed 112 capital placements of debt and equity in 31 states, totaling $661 million with 70+ capital sources. These assignments funded a variety of asset classes including ghost kitchens, industrial outdoor storage, medical and urgent care facilities, portfolios of NNN properties in addition to multifamily, retail, industrial and self-storage.
Deal activity has continued into 2023, highlighted by a $14.5-million loan for the purchase of The Block at Pima Center, a multi-tenant retail center located on the Pima Indian Reservation in Scottsdale, AZ; and 19 NNN properties for a $50-million exchange. Founded in 2017, and with offices in California, Arizona and Texas, the firm provides clients innovative and sound solutions for commercial real estate loans, equity requirements related to construction, acquisitions, recapitalizations, owner-user, dispositions, and advisory services assisting with asset management, portfolio and capital structuring, due diligence/analysis manpower, and down-market situation strategies.
These are some of the reasons we selected Stephen Stein and D. Scott Lee for inclusion in the 2023 Connect CRE Top Mortgage Brokers and Lenders Awards. These awards recognize industry professionals who have demonstrated the highest commercial real estate finance standards.