Capital Access Group Announces Fiscal Year 2014 Results and Early Results for 2015: Fiscal Year 2015 Off to Strong Start with a 275% Increase in Dollar Volume in First Two Months!

Capital Access Group finished as the #2 lender in the San Francisco District Office Region for fiscal year 2014. “Overall 504 lending was down last year nationally,” said Jacklyn Jordan, President and CEO of Capital Access Group. “At the same time, we saw some interesting trends, including an increase in the average total project cost.”

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Featured Client Success Story: SBA 504 Financing Sets the Stage for $3.940 Million Purchase of Historic Golden State Theatre in Downtown Monterey

Capital Access Group recently helped husband and wife team Eric & Lori Lochtefeld secure $3.349 million in total project financing to purchase the historic Golden State Theatre ( located at 417 Alvarado Street in downtown Monterey, CA.

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Capital Access Group Featured in Scotsman Guide

The Scotsman Guide magazine featured Capital Access Group Senior Vice President, Claudia Cohen, in a contributed article with insights about how to compete in a hot commercial real estate market.

Brokers, lenders, and business owners are all reporting that there is a very low supply of buildings in the Bay Area, and that smaller businesses are getting outbid by all-cash offers and investors who are willing to pay more or close more quickly on a property.

The article, “Compete With the Big Guys Using SBA 504,” addresses this situation with details about current trends in the commercial real estate market and advice to help business owners compete and win.

Capital Access Group is always ready to help borrowers increase their leverage in negotiations by determining their maximum pre-qualification amount at the start of their search. That way, borrowers understand their offer limit from the beginning and can negotiate accordingly.

Being prepared is key in this market. Visit our website to learn how you can get pre-qualified in 24 hours at no charge.

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Featured Client Success Story: Baydelta Maritime’s Newest Tugboat, DeltaAudrey, Sets Sail with $10.4 Million SBA 504 Financing Package

San Francisco-based Baydelta Maritime provides tugboat escort services for petroleum tankers and cargo vessels entering and departing the San Francisco Bay and its tributaries. The company, which has been updating its fleet since 2007, leveraged the SBA 504 program to acquire the newest member of its fleet, the Delta Audrey.

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Featured Client Success Story: Building Ownership Provides Universal Herbs, Inc. With Peace of Mind and Room to Grow

Universal Herbs (, an online seller of vitamins, herbal supplements, and natural cosmetics, was recognized recently by Inc. Magazine as one of the fastest growing internet retail companies. But the company’s growth was inhibited due to lack of space for inventory. And because Universal Herbs was still leasing space, they lacked flexibility to make changes necessary to increase productivity. (more…)

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Featured Client Success Story: Aquatech Swim School Secures Financing for New, Olympic-Class Facility in Alameda, CA

Aquatech Swim School was formed in 2006 by Stephen Moore and Adrienne Mattos to deliver the “Mattos Method” of swimming instruction. The Mattos Method was created by Adrienne, a former all-American swimmer at Cal, to allow students to learn at their own pace through a consistent exercise schedule that delivers benefits in and out of the pool.  Stephen, Aquatech’s CFO and CTO, rounds […]

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FEATURED CLIENT SUCCESS STORY: Veteran-Owned Business, R.P. Coatings, Inc., Benefits from Capital Access Group’s

VetLoan Advantage Program

R.P. Coatings, Inc. a Hayward, CA-based industrial flooring services company founded in 1982, needed space to grow. Owner Ron Nemeth wanted to take advantage of the recent construction boom in Hayward, but instead was spending his time worrying about where to store things and how to maintain his inventory. (more…)

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As the #1 CDC in the South Bay and experts in 504 lending, two of the Bay Area’s business journals called on Capital Access Group to provide insight into current industry trends.

Silicon Valley Business Journal Interviews Capital Access Group VP Claudia Cohen The Silicon Valley Business Journal recently sat down with Claudia Cohen from Capital Access Group. As the #1 504 lender in the South Bay, the reporter was interested in Claudia’s perspective on recent trends in the 504 program, including changing market conditions in the […]

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FEATURED CLIENT SUCCESS STORY: New 9,440 s.f. Warehouse & Showroom Facility Lowers Costs and Sets the Stage for Growth for Marin-Based Robert Federighi Design

Founded in 1999, Robert Federighi Design provides interior design, remodeling, and staging services for high-end homes in Marin, Sonoma, and San Francisco counties. The company’s goal is to impart the very best of design concepts and service, with integrity in every aspect of its operation.

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North Bay Business Journal Profiles Capital Access Group’s Founder & CEO, Jacklyn Jordan

Jacklyn Jordan was also profiled in the “Leaders in SBA Lending” feature in the most recent issue of the North Bay Business Journal. The profile included a quote from Jacklyn emphasizing to business owners the importance of owning their own buildings to secure future occupancy costs. “We believe it is imperative for companies that think they’re going to be around for the long-term to own their own real estate,” she said.

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Featured Client Success Story: Repeat Customer, Park SFO, Leverages SBA 504 Program to Expand Parking Services for Airport Travelers

Park SFO offers a unique approach to airport parking by providing its customers with a state-of-the-art, indoor parking facility along with the highest levels of customer service.

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Featured Client Success Story: Mother & Son Team Secures Funding for New Bakery Facility to Fuel Growth!

When Cocola Inc., a one-of-a-kind, high-end bakery, needed to expand its production capacity to meet increasing demand for its decadent desserts, the owners turned to Capital Access Group and the SBA 504 loan program.

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