We partner with municipal agencies, developers, small businesses, healthcare and education institutions, non-profits, and financial firms.

Services

  • Capital Structuring & Deployment

    We optimize financial strategies, from budgeting to funding, and deploy capital for real estate, business, and community projects, aligning investments with your goals for maximum impact.

  • Project Management

    We provide end-to-end project oversight, ensuring seamless planning and execution. Our team identifies and resolves organizational capacity gaps, tackles accounting and compliance challenges, and guides you toward improved operational effectiveness—ultimately creating a stronger foundation for growth and impact.

  • Investment Assistance

    We support investors, businesses, and developers through every stage of the transaction process. From assembling and reviewing documentation to coordinating closing communications, our services streamline the complexities of investment deals—protecting your interests and keeping transactions on track.

  • Owner's Representation

    We manage all phases of your real estate endeavors—from site selection, due diligence, and acquisition to zoning, entitlements, and final execution. Acting as your dedicated representative, we oversee timelines, bid packages, and negotiations to ensure every step is handled with efficiency and expertise.

  • Pipeline Cultivation & Investment Analysis

    We help investors develop and maintain a steady pipeline of real estate projects and small businesses tailored to their strategic impact goals. Our team supports underwriting, credit committee reviews, and stakeholder engagement, ensuring each opportunity aligns with both financial returns and meaningful community outcomes.

  • NMTC Advisory

    We offer specialized guidance for organizations seeking New Markets Tax Credits (NMTC). From assessing project eligibility to preparing compliant applications and managing ongoing requirements, our expertise helps secure the funding needed to drive transformative, community-focused projects.

  • “Classic Lake’s diligence in underwriting, collecting and analyzing data, and dedication to quality were immediately evident. During the engagement, Mr. Walton became an integral part of our project team and was an excellent representative of our organization.”

    Brian Oxford, New Markets Manager, CAHEC

  • "UHC contracted with Classic Lake to assist UHC’s management on this complex transaction. Kyle’s vast knowledge of the program made it easier to close the NMTC transaction on time. UHC highly recommend Kyle as a consultant for providing advisory in NMTC financing to non-profit organizations”

    Jesús Rafael Maldonado, CFO, United Health Centers of the San Joaquin Valley

  • “Kyle's ability to break down a complex transaction into clear and simple steps was critically important to communicating the New Market Tax Credit requirements and benefits to our key donors and Board of Directors. Classic Lake demonstrated a genuine passion for Three Square's work, and food-insecure Southern Nevadans will have access to significantly more nutritious food because of him. Without hesitation I would recommend Kyle Walton and Classic Lake for anyone seeking investment structuring and advisory services."

    Tifani Walker, Chief Financial Officer