Erickson Financial Solutions

Scott Erickson, the firm's founder, directly leads origination and makes all final investment decisions. The office operates without a formal investment committee, a structure designed to allow same-week commitments when a deal meets its underwriting thresholds.

The firm's primary posture is direct investment, not fund-of-funds allocation. When it does participate alongside external managers, it typically negotiates for co-investment rights that allow it to put its own balance sheet directly into individual assets rather than into a blind pool, ensuring asset-level transparency.

Erickson Financial Solutions relies on a network of regional brokers, property managers, and private lenders cultivated over multiple market cycles. Its structural edge in sourcing comes from being known as a cash buyer that can provide a two-week close, which gives selling families and distressed borrowers certainty that a fund with capital-call risk cannot match.

The firm targets income-producing residential and commercial real estate, with a preference for multifamily, self-storage, and necessity-based retail in secondary western US markets. It avoids ground-up development risk unless the capital structure includes substantial developer co-investment and completion guarantees.

The firm actively provides bridge loans, mezzanine financing, and preferred equity structured as private credit. Its willingness to fill the gap between senior bank debt and sponsor equity gives it access to transactions that traditional lenders pass on due to speed or complexity requirements.