Chief Investment Strategist
Pat Jackson is Chief Investment Strategist and Senior Portfolio Manager of Sabal Investment Advisors, LLC responsible for overall company direction and oversight, investment sourcing and business development. He is also the Founder of Sabal Financial Group and Sabal Capital Partners. He is responsible for the direction, management and business development activities of the company and oversees strategic business initiatives in support of the financial services practice. Under Pat’s leadership, Sabal Financial Group has acquired nearly $5 billion in assets on behalf of its clients and investors and has grown to include offices in 12 locations across the United States. Pat is also one of the three (3) members of the Management Committee.
Pat founded Sabal Financial Group in 2009 to provide expert investment and asset management capabilities for acquisition, development and construction (“ADC”) and CRE distressed and performing loans for its principal investors as well as credit advisory services and loan portfolio management and performance assessments. Sabal Financial Group has performed more than 175 bank valuations and is a leading provider of financial guidance to investment and commercial banks.
Sabal Financial Group holds a “Primary Servicer” rating of CS2, “Construction Loan Servicer” rating of CC3, and “Special Servicer” rating of CS2 from Morningstar. Sabal Financial Group was also named “Company to Watch” by the Orange County Business Journal in the publication’s 2013 Year in Review.
Additionally, in 2015, Sabal Capital Partners was formed under Pat’s direction by spinning off key lending operations from Sabal Financial Group. Today Sabal Capital Partners is a national lender for owners and operators of commercial real estate, addressing market demand in connection with value-add and reposition opportunities across all income-producing property types, and a new loan originator for construction and acquisition and development loans to established residential builders.
Sabal Financial Group is also a third-party servicer, offering CRE and ADC loan primary servicing and special servicing, as well as construction loan administration for clientele nationwide.
In 2013, Sabal Financial Group expanded its CMBS business with the launch of Sabal Commercial Advisors, leveraging the company’s existing CMBS loan underwriting and due diligence platform to provide CMBS investors and CMBS loan originators with a single-source solution for transaction support services. The platform competitively offers both national coverage and regional expertise.
Pat is the former CEO and founder of IndyMac Commercial Lending Corporation, which he developed, launched and grew into a leading nationwide small balance commercial and multifamily lending platform with an annualized production of $1 billion.
He has also served as President and COO of Unitek Miyachi Corporation and held senior leadership positions with Signet Scientific Company and Intecolor Corporation.
Pat obtained a Bachelor of Science in Business Administration from the University of South Carolina and a Master of Business Administration from Winthrop College Graduate School of South Carolina. Pat is an accredited Mortgage Professional with the Mortgage Banking Association.