We were first introduced to Derivative Logic, Inc in 2017 when our Freddie Mac originator recommended them among approved firms for purchasing required interest rate caps with the agencies. From the start, my priority was ensuring the cap was fairly priced, market standard, and fully approved with our lender so there would be no issues after committing to the trade. DL delivered on that and more, and since then we’ve purchased more than 35 caps with them.
Jim’s command of the interest rate cap ecosystem is exceptional. He reviews agreements in detail, highlights negotiation points, and consistently works to bring transparency and fairness to a traditionally opaque market. His ability to explain complex macro topics in a way that fits his audience is a real differentiator.
Derivative Logic provides truly white glove service. Jim tracks each cap, manages renewals, and offers clear guidance on pricing, market conditions, and creative, lender compliant solutions that support the borrower’s goals.
What keeps us working with DL is simple: Jim values long term relationships and wants to see his clients succeed. His focus is always on fairness, transparency, and achieving the best outcome for the borrower, not on maximizing his own fees.
