Joe Bowden

,

You've built a successful portfolio of commercial real estate.

But you're tired of jumping through these hoops…

Each bank has its own reporting requirements.

What works at Bank A gets rejected at Bank B. It's a financial headache.

You're not asking for much.

Just the simplicity of a single, streamlined lending relationship.

Let me show you how we can consolidate your loans under one roof.

If you qualify, then I would like to introduce you to our Bank of America Private Bank Custom Lending Platform.

This access is specifically for individuals that have $10 million liquid, and designed to cover your immediate needs in commercial real estate lending like:

• Flexibility: Customizable loan solutions that fit your needs. • Consolidated: One point of contact; streamlined efficiency. Multiple recourse types • High-Dollar Capable: We handle loans starting at $2 million and way up. • Simplified Reporting: Uniform year-end packages that make financial and tax reporting a breeze.

Interested in consolidating, simplifying, and amplifying your real estate portfolio with us?

Leave me a note and let's find some time to get acquainted.

More About Joe Bowden:

• 15+ years in investment and lending, focusing on commercial loans through Bank of America, including recourse and non-recourse lending. • Collaborates with Merrill's Institutional Investments & Philanthropic Solutions group to provide tailored investment advice to endowments and 501(c)(3) charities, along with access to Donor-Advised Funds and Foundations. • Certified Exit Planning Advisor (CEPA®) designation from the Exit-Planning Institute, equipped to assist clients in developing effective exit strategies through the Value Acceleration Methodology. • Certified Investment Management Analyst® (CIMA®) from Investments & Wealth Institute™ (The Institute) • Chartered Retirement Planning Counselor™, CRPC™ from The College for Financial Planning Institutes Corp. • Certified Plan Fiduciary Advisor®, CPFA™ designation from the National Association of Plan Advisors (NAPA) for institutional retirement plan advising • Sports & Entertainment - Accredited Wealth Management Advisor™, SE-AWMA™ designation from The College for Financial Planning Institutes Corp • Named to the 2024 Forbes "Best-in-State Wealth Advisors" list Published on April 3, 2024. Rankings based on data as of June 30, 2023.*

* 2024 Forbes “Best-in-State Wealth Advisors” list. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor. Compensation was not received from anyone for the study. Past performance does not guarantee future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC. Joseph Bowden NMLS#804074 Institutional Investments & Philanthropic Solutions (also referred to as “Philanthropic Solutions” or “II&PS”) is part of Bank of America Private Bank, a division of Bank of America, N.A., Member FDIC and a wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”). Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.