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BUILT FOR THE NOW. AND THE NEXT.


A LONG TRADITION OF TAKING THE LONG VIEW.


Not your typical CRE firm. Before we tell you what we are, we’d like to tell you what we’re not. We’re not tied to quarterly earnings reports, because we’re privately held. Our ownership structure is unique, so we can think, solve, and react differently. We’re a joint venture of Berkshire Hathaway and Jefferies Financial Group – both of which are renowned for their capital strength and sophisticated investment strategies. We have Investment Sales, Mortgage Banking, and Servicing seamlessly integrated so we can adapt in real time—which means we’ll craft custom, long-term solutions that deliver the best outcomes. We’re Berkadia. A different kind of CRE firm. With industry-leading skilled CRE experts, we’re built to be more flexible, creative, and innovative. Deal after deal. Year after year.

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investments in technology, and data-driven insights from the country’s most

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The relationships, insight, focus and energy this rockstar team brought to the table were the keys to our success.” JOSHUA K ANE Senior Vice President of Finance

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McWhinney

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$8B 2020 SALES

TR ANSAC TION

INVESTMENT SALES

VOLUME

NATIONAL EXPERIENCE, LOCAL EXPERTISE. While multifamily makes up a sizable portion of our business, our expertise extends to the student housing, hotels and hospitality, affordable housing, land services, and seniors housing and healthcare sectors. Our investment sales platform leverages proprietary data and research on buildings and markets across the country to deliver best‑in‑class actionable insights. With the leverage of over 2,250 active mortgage banking and investment sales client relationships, plus the flexibility to respond to the market with solutions customized to your unique needs, we’ll find you the best buyer

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and help you meet your goals.

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24/7 SUPPORT

349

2020 SALES TR ANSAC TION COUNT

20 years of local experience on average

120,000 owner/investor database contacts

10+ BERK ADIA

data sources

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MORTGAGE BANKING

EXPERTISE FOR EVERY ENDEAVOR. With a deep bench of experienced mortgage banking professionals across the country, Berkadia provides debt and equity solutions for commercial real estate transactions of all sizes nationwide. Our unique multidisciplinary approach provides maximum efficiency and greater expertise. Our capital sources enable short, intermediate, and long-term solutions to meet your needs

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in the acquisition, refinance, rehabilitation, and repositioning of your asset.

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#2

#3

OPTIGO AND

MA NUFAC T URED

HOUSING COMMUNITIES

CONVENTIONAL LENDER

Freddie Mac

45% R ANKED AMONG

the top four DUS producers for Manufactured Housing Communities, Small Loans, Student Housing and Green Financing

#3

$27B

Fannie Mae

DUS Lender

25%

IN LOANS

CLOSED IN 2020

#2 FHA-insured lender nationwide, year-over-year

HUD

13%

production volume increase of more

Life Company

7%

than 200%

Bank

46 life insurance

5%

Other

2%

Conduit

2%

Proprietary

1%

company lenders with whom we

*

latest available rankings

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closed loans

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SERVICING

UNPARALLELED QUALITY MEETS SUPERIOR SERVICE. At Berkadia, servicing is more than collecting and remitting payments. Our servicing operations are equipped to expertly handle all aspects of servicing– from loan boarding through resolution and everything in between. Enhanced surveillance and asset management supported by robust technology, along with our CRE experts, provide our clients with the critical information they need, when they need it. Our mobile-enabled servicing portals allow borrowers and investors access to insights and data in real-time–on whatever device they use. Berkadia’s multi-cycle industry knowledge and experience in managing diverse portfolios enable us to deliver seamless service and customized solutions. As the largest non-bank servicer, our platform supports all products and property types across all market sectors. Rating agencies, lenders and borrowers all recognize us as industry-leading for our systems, processes, data security, service and experience. With our people and technology, we go beyond any standard in personalized

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customer service and client satisfaction.

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Ratings Berkadia has earned the highest Primary Servicer ratings from each of Fitch, Standard & Poor’s and Morningstar/DRBS

Largest non-bank

National Reach Seven servicing offices to better

COMMERCIAL SERVICER

serve our clients and borrowers, each

IN THE INDUSTRY

one equipped with specific expertise to deliver unparalleled service

Experience Highly experienced team with an average of 20+ years of industry experience across our management teams

Three years of sustained quarter-over-quarter growth, demonstrating the strong relationships we’ve built with the

20,300+

lenders for whom we service

L O A N S A C T I V E LY SERVICED

$303B PORTFOLIO UPB

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SERVICING

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TECHNOLOGY

SMART INVESTMENTS PAY OFF. With a significant investment in technology and proprietary data gleaned from properties and markets across the country, we have developed a unique and fully-integrated platform that marries local real estate expertise with capital markets knowledge. Armed with innovative technology and cutting edge analytics, our team

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delivers actionable insights that will drive your business forward.

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1,950+

250+

CRE EXPERTS

MARKET AND SUBMARKET METRICS

700,000+ UNIQUE PROPERTIES

Monthly unit mix rent data on

70,000+ properties

Up-to-date debt information on

300,000+ properties

9,000+ DEMOGR APHIC D ATA P O I N T S BERK ADIA

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Berkadia’s steadfast boots on the ground enabled us to keep our focus on our business while we entrusted their expertise to get the deal done – efficiently and effectively.” JOE LUBECK Chief Executive Officer BERK ADIA

American Landmark/Electra America

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2020 TR ANSAC TIONS

56 8

5

6 6

32

25 10

10 26

161

23

56

59

53 15

71

10

148

255

99

117

33 22

22

53

132

8

102

41 56

27

28

22

125

52 40

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S P E C I A LT I E S

Multifamily Housing Our deep financing relationships with Fannie

Berkadia Institutional Solutions, powered by Moran

Mae, Freddie Mac, HUD and a multitude of

Launched in 2021, Berkadia Institutional Solutions,

conventional capital sources position Berkadia as

powered by Moran, was built upon the values of

the ideal partner for multifamily property owners

collaboration, client service and unmatched experience

and developers. We navigate market conditions,

in the institutional space. Our newly-formed team

the complexity of working with government-

has the track record, national coverage and market

sponsored entities, and the intricacies of private

expertise to meet your investment needs. And we’re

capital sources to excel in the multifamily space.

here to advise you throughout the lifecycle of any transaction with the backing of Berkadia’s mortgage banking and servicing platforms and best-in-class technology.

Affordable Housing Our team is here to help you successfully navigate the often winding path to building true community strength—whether it’s preserving or enhancing

Seniors Housing & Healthcare

existing affordable homes or creating beautiful new

Our mission is to meet the unique challenges,

properties. Our tax credit syndication and advisory

opportunities, and above all, responsibilities of the

platform offers developer clients access to seamlessly

senior housing market. We take pride in delivering

integrated solutions for a range of affordable housing

on the most complex independent living, assisted

capital needs.

living, memory care, and skilled nursing projects of any scale and in any location across the country.

Student Housing We know that pursuing an education today

Hotels & Hospitality

means having a comfortable, accessible,

When you work with us, you’re more than a client,

and modern place to call home. Our ability

and more than a partner. Whether you’re seeking

to anticipate change in the student housing

an opportunity in an emerging market or in a

market and provide forward‑thinking advice and

well‑established urban destination, our team of

opportunities for you is the Berkadia advantage.

experts is ready to take the long view so that we do what’s good for you today and even better for you years down the road.

Manufactured Housing

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Our team consists of skilled commercial real estate

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experts focused on providing finance solutions for

Land Services

factory-built and modular housing. With nearly a

With decades of experiences in land services, our

century of combined lending experience, we’re here

team combines their vast industry knowledge

to prepare you for investing capital in this volatile and

with Berkadia's powerful research and marketing

sometimes fickle market.

capabilities, ensuring maximum value for your asset.


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The Berkadia team’s client-first approach made for an efficient transaction that far exceeded our expectations.” J O N AT H A N S TA N N E R EVP, CFO and Treasurer

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Summit Hotel Properties

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EXPERTISE

JV Equity & Structured Capital Group Berkadia’s JV Equity & Structured Capital Group specializes in arranging joint-venture investments and structured capital from foreign and domestic capital sources. Our clients trust us to structure their investments for the long-term, by providing capital advisory services, backed by relationships with a diverse range of investors.

Housing and Urban Development As a leader in the HUD sector, our team has the vision and versatility to create customized debt financing and equity solutions to fit all project sizes, locations and borrower profiles. Our HUD group, comprised of the industry’s top FHA experts, has a proven track record of successfully navigating the lending process on behalf of clients and delivering meaningful results.

Small Loans Berkadia’s Small Loan team offers Fannie Mae Small Loans and Freddie Mac Optigo Small Balance Loans for multifamily loans up $7.5 million. Comprised of dedicated management and mortgage banking professionals, the team’s intimate knowledge of Fannie Mae and Freddie Mac loan programs provides a seamless process and customized solutions. Backed by the power of Berkadia’s market data, we empower our clients with access to the best rates, terms, and leverage for their investments, alongside the knowledge to make investment decisions confidently.

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BERKADIA .COM / 800.446 . 2226 a Berkshire Hathaway and Jefferies Financial Group company © 2021 Berkadia Proprietary Holding LLC. Berkadia® is a trademark of Berkadia Proprietary Holding LLC. Commercial mortgage loan banking and servicing businesses are conducted exclusively by Berkadia Commercial Mortgage LLC and Berkadia Commercial Mortgage Inc. This advertisement is not intended to solicit commercial mortgage loan brokerage business in Nevada. Investment sales / real estate brokerage business is conducted exclusively by Berkadia Real Estate Advisors LLC and Berkadia Real Estate Advisors Inc. Tax credit syndication business is conducted exclusively by Berkadia Affordable Tax Credit Solutions. In California, Berkadia Commercial Mortgage LLC conducts business under CA Finance Lender & Broker Lic. #988-0701, Berkadia Commercial Mortgage Inc. under CA Real Estate Broker Lic. #01874116, and Berkadia Real Estate Advisors Inc. under CA Real Estate Broker Lic. #01931050. For state licensing details for the above entities, visit www.berkadia.com/legal/licensing / 0121.

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Berkadia | Corporate Capabilities Brochure