About Us

UT Financial Services, LLC is a national commercial real estate consultant firm based out of Charlotte, North Carolina.  UT Financial Services provides a full spectrum of financing options for real estate projects including debt, mezzanine, equity, and bridge financing.

UT Financial Services also assists clients with business expansion loans through the SBA, USDA and Private Lenders worldwide.  We advise in transactional structure and assist in the selection and design of efficient capital solutions to meet transactional goals.

Our Mission

To serve our borrowers and exist to assist them in succeeding with each investment property they undertake.  Our unique team process adds value and mitigates risk for our borrowers.  We emphasize excellence and integrity in every aspect of our business and we possess the moral courage to carry out those principles always.

Core Values


We completely understand and appreciate the importance of maintaining the highest level of confidentiality when dealing with our clients – not just their financial data, but with all of their company’s information.


In a world which is now so technologically inter-connected, it is extremely important to be professional in every respect. To us, that means doing exactly what you said you would do, when you said you would do it, in an exceptional fashion.


We are a “performance-based” organization. If we are unable to achieve the intended results (secure capital) then we are not compensated beyond incurred expenses.

Thank you UT Financial for assisting us with saving our Industrial Warehouse and Residential Investment Property from foreclosure. You quickly generated multiple term sheets to enable us to have a choice of the best option. Your great relationships with a number of industry lenders is apparent, but I find your greatest value add comes in your knowledge of the process, and your ability to guide us through each step of the transaction from preparing the executive summary, through term sheet, due diligence, documentation and closing. I would be happy to encourage anyone to engage with UT Financial Services for mortgage brokerage services, and would provide my strongest recommendation.

Keith Benoit

President, Benoit Properties LLC - Thibadaux, Louisiana

A selection of our financial resources and investors include:

Want to Learn More About What We Do?

Our services page outlines popular options for structuring the transactional or financial solution you need. If you don’t see what you need on our list, schedule a consultation and we’ll customize a solution to fit your needs.

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