Our Services

Terra West Group (TWG) provides specialized services in finance, financial management and real estate focusing in the food and agricultural sector.

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Portfolio Of Represented Projects and Transactions


Finance Advisory


Muti-Site Dairy Operation

Dalhart, Texas


Senior Secured Revolving Line of Credit

$16,000,000

Terra West Group (“TWG”) acted in the capacity as ...

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Muti-Site Dairy Operation

Dalhart, Texas


Senior Secured Revolving Line of Credit

$16,000,000

Terra West Group (“TWG”) acted in the capacity as a finance advisor. TWG advised and supported Client on a debt restructure and an increase of Clients revolving line of credit with their lender to accommodate their growth plans with the dairy operation.

204 Unit Multi-Family Apartment Complex

Lathrop, CA


Construction Financing

$52,700,000

Terra West Group (“TWG”) acted in the capacity as ...

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204 Unit Multi-Family Apartment Complex

Lathrop, CA


Construction Financing

$52,700,000

Terra West Group (“TWG”) acted in the capacity as a finance advisor. TWG was significantly involved in arranging and sourcing of a $42,000,000 senior debt loan facility (“Lender”), and a $10,700,000 preferred equity investment (the “PE Investment”) for the development and construction of a 204-unit, 3-story, Class “A” apartment complex (the “Project”). TWG arranged the Loan and PE Investment by introducing client (“Common Member”) to Lender and PE Investor, as a source of financing for the Project.

This scope of work included a project feasibility analysis, third party report reviews, appraisal review, underwriting, spreadsheet analysis, site evaluation, assembling a professional business plan presentation for consideration to its lenders and investors to approve the terms as outlined herein for the financing and for continued services to process a commitment, funding and successful closing.

Peanut Processing Company

Portales, New Mexico


Senior Secured Revolving Line of Credit

$33,000,000

Terra West Group (“TWG”) advised and supported Cli...

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Peanut Processing Company

Portales, New Mexico


Senior Secured Revolving Line of Credit

$33,000,000

Terra West Group (“TWG”) advised and supported Client on securing senior bank financing and the restructure of its asset base loan facility to support the company's objectives. The loan facility was designed to facilitate the targeted company's accelerated growth to expand the operations, allowing the company to enter new markets, and consummating strategic acquisition capital.

In addition, TWG conducted a full financial analysis to identify underutilized resources, developed financial and forecasting analysis models tailored to the business. TWG assembled and developed a comprehensive financial package to seek the growth capital needed to accommodate the business expansion. TWG handled all correspondence and negotiated loan terms, structure, and legal provisions of the deal.

3,033 Acre Almond Farming Enterprise

Hickman, CA


Acquisition Financing and Land Investment Analysis

$47,750,000

Terra West Group (“TWG”) acted in the capacity as ...

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3,033 Acre Almond Farming Enterprise

Hickman, CA


Acquisition Financing and Land Investment Analysis

$47,750,000

Terra West Group (“TWG”) acted in the capacity as a real estate and finance advisor. TWG had a significant involvement providing transactional expertise to acquire the property as well as arranging and sourcing of acquisition financing.

The finance advisory services included but were not limited to the following:

a) Assemble and develop a transactional deal memo, and comprehensive package offering to solicit to lender that met Client’s objectives.

b) Handle all correspondence, educate, and keep the other external sources of finance informed and, on your side, and negotiate loan terms, structure, and legal provisions.

AttachmentAdditional Information

Dairy Farm

Visalia, CA


Real Estate Refinance

$2,300,000

Terra West Group (“TWG”) advised and supported Cli...

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Dairy Farm

Visalia, CA


Real Estate Refinance

$2,300,000

Terra West Group (“TWG”) advised and supported Client on a refinance and recapitalization request following the acquisition of farm land. When the client’s primary lender did not want to provide long-term financing following the acquisition, TWG leveraged its broad network of capital providers to obtain and negotiate term sheets from multiple sources for long-term financing.

TWG was able to negotiate a long-term credit facility to repay the existing bridge financing and generate additional long-term debt to recapitalize the balance sheet and build working capital. The long-term financing was negotiated at a lower rate than the client’s existing operating debt which reduced interest cost and resulted in an improved financial position.

Large Dairy Farm Enterprise

Hilmar, CA


Recapitalization and Debt Restructure

$19,500,000

Terra West Group (“TWG”) advised on a recapitaliza...

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Large Dairy Farm Enterprise

Hilmar, CA


Recapitalization and Debt Restructure

$19,500,000

Terra West Group (“TWG”) advised on a recapitalization and debt restructure of client’s short-term loan facilities to support client’s business objectives. TWG also assisted client on developing a centralized financial management and company organization platform to simplify its complex organization and capital structure of the entire dairy enterprise and its related legal entities.


Real Estate Services


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320 Acre Almond Orchard

Orland, CA


Real Estate Acquisition

$8,400,000

TWG acted in the capacity as a licensed real estat...

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320 Acre Almond Orchard

PURCHASE

Orland, CA


Real Estate Acquisition

$8,400,000

TWG acted in the capacity as a licensed real estate broker and finance advisor. TWG was retained by Client to seek opportunities in direct farmland investment as an alternative investment to commercial real estate and other private equity passive investments, offering diversification as well as a different risk and return profile.

TWG services also included conducting a project feasibility analysis, third party report reviews, appraisal review, underwriting, spreadsheet analysis, site evaluation, and supported Client on securing real estate term financing. The finance advisory services included but were not limited to the following:

a) Assemble and develop a transactional deal memo, and comprehensive package offering to solicit to lender that meet Client’s objectives;

b) Handle all correspondence, educate, and keep the other external sources of finance informed and, on your side, and negotiate loan terms, structure, and legal provisions.

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952 Acre Almond and Walnut Operation

Winters, CA


Real Estate Sale

$24,200,000

Terra West Group (“TWG”) acted in the capacity as ...

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952 Acre Almond and Walnut Operation

SOLD

Winters, CA


Real Estate Sale

$24,200,000

Terra West Group (“TWG”) acted in the capacity as a licensed broker and Ag advisor. Through strategic alliances and relationships with agricultural-related affiliates and serving as an "on-the-ground" resource, TWG uncovered the opportunity by aligning both the landowner (“Seller”) and investor (“Buyer”), successfully executing the sale of the subject property. TWG was involved in every phase of the transaction; from the initial consultancy, due diligence, investment analysis, strategic planning, site selection, to operations, and disposal of assets.

"Connecting People, Opportunities and Real Estate"

AttachmentAdditional Information
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Commercial Medical Building

Tomball, Texas


Real Estate Acquisition

$3,027,500

Terra West Group (“TWG”) acted in the capacity as ...

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Commercial Medical Building

PURCHASE

Tomball, Texas


Real Estate Acquisition

$3,027,500

Terra West Group (“TWG”) acted in the capacity as a licensed real estate broker and finance advisor. TWG was retained by an AG client, to seek opportunities in commercial real estate as an alternative to direct farmland investment, offering diversification as well as a different risk and return profile.

The subject identified and procured consisted of a brand new constructed 10,000 square foot Alzheimer’s care facility in Tomball, Texas, located on one acre of land. The facility is extremely well-located, with close proximity to other various medical centers and retirement homes. Village Green Alzheimer’s care facility offers 16 private suites, a secured outdoor courtyard, security cameras, escort services, housekeeping, three nutritious home cooked meals with snacks and beverages throughout the day, nurse on call 24/7, spa bath, professional hair salon and many other amenities.

TWG services included conducting a project feasibility analysis, third party report reviews, appraisal review, underwriting, spreadsheet analysis, site evaluation, and supported Client on securing real estate term financing. The finance advisory services included but were not limited to the following:

a) Assemble and develop a transactional deal memo, and comprehensive package offering to solicit to lender that met Client’s objectives;

b) Handle all correspondence, educate, and keep the other external sources of finance informed and, on your side, and negotiate loan terms, structure, and legal provisions.

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1,312 acres Row and Permanent Crops

South Stanislaus and Merced Counties


Real Estate Listing

1,312 acres, consisting of 201 acres of almonds and approximately 1,100 acres of row crops including...

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1,312 acres Row and Permanent Crops

LISTING

South Stanislaus and Merced Counties


Real Estate Listing

1,312 acres, consisting of 201 acres of almonds and approximately 1,100 acres of row crops including dry farming crops. Contact a TWG Representative for more details.

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440 Acre Almond Orchard

Newman, CA


Acquisition Financing and Land Investment Analysis

$7,040,000

Terra West Group (“TWG”) acted in the capacity as ...

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440 Acre Almond Orchard

PURCHASE

Newman, CA


Acquisition Financing and Land Investment Analysis

$7,040,000

Terra West Group (“TWG”) acted in the capacity as a real estate and finance advisor. TWG had a significant involvement in the arranging and sourcing of acquisition financing. TWG services included conducting a project feasibility analysis, third party report reviews, appraisal review, underwriting, spreadsheet analysis, site evaluation, and supported Client on securing real estate term financing. The finance advisory services included but were not limited to the following:

a) Assemble and develop a transactional deal memo, and comprehensive package offering to solicit to lender that met Client’s objectives;

b) Handle all correspondence, educate, and keep the other external sources of finance informed and, on your side, and negotiate loan terms, structure, and legal provisions.

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Industrial Office/Flex Warehousing Complex

Modesto, CA


Real Estate Acquisition

$7,150,000

Terra West Group (“TWG”) acted in the capacity as ...

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Industrial Office/Flex Warehousing Complex

PURCHASE

Modesto, CA


Real Estate Acquisition

$7,150,000

Terra West Group (“TWG”) acted in the capacity as a licensed real estate broker and finance advisor. TWG was retained by an AG client, to seek opportunities in commercial real estate as an alternative to direct farmland investment, offering diversification as well as a different risk and return profile.

The subject identified and procured consisted of a mixed-use project that contains three industrial/flex buildings, one storage warehouse, and one multi-tenant office building. The five buildings contained approximately 75,875 square feet of rentable area and are situated on three contiguous legal parcels encompassing 4.54 acres.

TWG services included conducting a project feasibility analysis, third party report reviews, appraisal review, underwriting, spreadsheet analysis, site evaluation, and supported Client on securing real estate term financing. The finance advisory services included but were not limited to the following:

a) Assemble and develop a transactional deal memo, and comprehensive package offering to solicit to lender that met Client’s objectives;

b) Handle all correspondence, educate, and keep the other external sources of finance informed and, on your side, and negotiate loan terms, structure, and legal provisions.

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973 Acres Almond & Walnut Operation

South-East Merced County


Real Estate Listing

For more information please contact TWG Representative...

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973 Acres Almond & Walnut Operation

LISTING

South-East Merced County


Real Estate Listing

For more information please contact TWG Representative

431 Acre Pistachio Orchard

Kern County


Project Feasibility

Terra West Group (“TWG”) acted in the capacity as a finance advisor. TWG advised and provided a real...

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431 Acre Pistachio Orchard

Kern County


Project Feasibility

Terra West Group (“TWG”) acted in the capacity as a finance advisor. TWG advised and provided a real estate assessment of the existing conditions and opportunities of fee simple agricultural real property owned by Client and completed a feasibility analysis and plan that included an unbiased and independent recommendations based on client’s options that were under consideration, to sell or hold subject property.

1) TWG conducted a feasibility analysis on the economic, technical, and legal & regulatory aspects of the project.

a. Reviewed background and relevant material

b. Determine highest and best use of the property

c. Assess the economic feasibility and identify the financial benefits and costs associated with both options under consideration

d. Identify all sources of risk and key risk factors associated with each option.

2) Analysis of current farm based on area economics and current market trends, prepare pro-forma cash flow budgets, and project ROI measuring the yield for continuing to hold onto property.

3) Analysis of existing leasehold

4) Water & water budget analysis

5) Real estate market analysis and opinion of value

6) Sales Comparable Real Estate Analysis of comparable properties in the region.

Deliverables

1) Memorandum providing an overview of findings and a recommendation;

2) Develop financial models tailored to the operations, including crop, development and water analysis;

3) Sales Comparable Real Estate Market Analysis.

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Industrial Office/Flex Warehousing Complex

Modesto, CA


Real Estate Sale

$8,600,000

Terra West Group (“TWG”) acted in the capacity as ...

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Industrial Office/Flex Warehousing Complex

SOLD

Modesto, CA


Real Estate Sale

$8,600,000

Terra West Group (“TWG”) acted in the capacity as a licensed broker for the sale marketing of the real property. TWG was retained by Client to provide brokerage, leasing, and property management services. TWG has successfully executed Clients strategy to target the property as a value-add commercial real estate investment and seek to increase the cash flow over time by making physical improvements, restructure leases, improve management of the property, and then seek to sell the asset to capture the resulting appreciation in value.

AttachmentAdditional Information

Financial Management


Fresh Produce Company

Reedley, CA


Financial Management Services

Terra West Group (“TWG”) provided financial management services to a diversified produce marketer an...

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Fresh Produce Company

Reedley, CA


Financial Management Services

Terra West Group (“TWG”) provided financial management services to a diversified produce marketer and cold storage company specializing in the handling and marketing of table grapes, tree fruit, pomegranates, and other fresh produce. TWG served as the company’s CFO to manage the financial management responsibilities of the various business enterprises. We provided strategic analysis around operations and assist management in planning for growth of the companies.

Large Dairy Farm Enterprise

Lindsay, CA


Financial Management Services

Terra West Group (“TWG”) provides ongoing financial management services for a large diversified dair...

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Large Dairy Farm Enterprise

Lindsay, CA


Financial Management Services

Terra West Group (“TWG”) provides ongoing financial management services for a large diversified dairy and farming operation milking 13,000 head on multiple sites and farming over 12,000 acres. TWG serves as the CFO of the companies providing services including ongoing budgeting, capital analysis, bank relationship management, and project analysis. We focus on addressing the operating efficiencies of the various operations and developing strategies to improve profitability and manage risk.

Vertically Integrated Tree Nut Operation

North and Central Valley, CA


Financial Management Services

Terra West Group (“TWG”) provides financial management services to a diversified and vertically inte...

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Vertically Integrated Tree Nut Operation

North and Central Valley, CA


Financial Management Services

Terra West Group (“TWG”) provides financial management services to a diversified and vertically integrated tree nut enterprise, specializing in farming, handling, processing, and marketing a variety of California grown tree nuts. TWG serves as an advisory assisting with the financial management responsibilities of the various business enterprises. We provide strategic analysis around operations and assisted management in planning for growth of the companies.

Multi-State Dairy Enterprise

Tulare, CA


Financial Management Services

Terra West Group (“TWG”) served as a financial consultant, assisting a distressed dairy operation on...

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Multi-State Dairy Enterprise

Tulare, CA


Financial Management Services

Terra West Group (“TWG”) served as a financial consultant, assisting a distressed dairy operation on the negotiation and restructure of its banking relationship. We provided ongoing consultation around the restructure of the company’s debt capital and sourced multiple capital providers as potential solutions. Additional services included preparation of cash flow budgets required by the bank, management schedules, and memorandums to communicate capital/restructure requests from capital providers.

Walnut Processing Company

Central Valley, CA


Financial Management Services

Terra-West Group provides ongoing financial management services to a large walnut processing company...

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Walnut Processing Company

Central Valley, CA


Financial Management Services

Terra-West Group provides ongoing financial management services to a large walnut processing company. TWG assists the owners in developing financial strategies to improve efficiency and manage risk. Services including ongoing budgeting, capital analysis, bank relationship management, and project analysis.