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Greenleaf Case Study

Greenleaf Case Study

How Local Financing Fuels Commercial Real Estate Growth in Atlanta.
Greenleaf Property Management, a rapidly growing real estate and asset management firm, needed a banking partner that could match their pace and support their expanding portfolio.

Support That Grows With You.

When traditional banking partners lacked the experience or flexibility to meet their growing needs, Greenleaf turned to Coastal States Bank. CSB delivered with strategic CRE financing, fast decisions, and responsive local bankers who understand their evolving operational needs.

  • Icon Growing

    Scalability

  • Secure Icon

    Stability

  • Icon Expansion

    Efficiency

With CSB’s Commercial Real Estate lending solutions, Greenleaf continues to scale its newest business line through the acquisition of single-tenant net lease and industrial properties. Paired with treasury management tools and secure, interest-bearing accounts, CSB delivers timely capital, streamlined transactions, and responsive local guidance that evolves with Greenleaf’s needs. This integrated banking approach allows Greenleaf to expand efficiently, safeguard cash flow, and maintain financial strength—supporting long-term growth while preserving operational stability.

Scalability

Secure, flexible, interest-bearing accounts, such as CSB's Money Market Account, provide Greenleaf with a stable financial foundation as the company continues to grow. With reliable access to funds, consistent liquidity, and safeguards in place to protect capital, Greenleaf is able to manage cash flow confidently while supporting long-term planning. This stability allows the organization to pursue growth opportunities without sacrificing financial control or security.

Stability

Streamlined transaction processes and treasury management tools simplify day-to-day financial operations for Greenleaf, reducing administrative complexity and improving cash visibility. With less time spent managing payments and reconciliations, Greenleaf can focus more energy on pursuing new opportunities and strategically expanding its portfolio.

Efficiency
Icon Growing

Scalability

Secure Icon

Stability

Icon Expansion

Efficiency

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"Having Coastal States Bank as our financial partner means our capital, operations, and growth are all supported by a bank that values the relationship, not just the product they are selling."

 

- Dave Codrea, Partner

"Having Coastal States Bank as our financial partner means our capital, operations, and growth are all supported by a bank that values the relationship, not just the product they are selling."
A Trusted Banking Partner for Expansion

 

A Trusted Banking Partner for Expansion

A Trusted Banking Partner for Expansion

 

With flexible lending, cash-flow tools, and interest-bearing accounts, CSB helped strengthen Greenleaf’s financial foundation—supporting continued growth across nine states and empowering future expansion.

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