Berkadia | Corporate Capabilities Brochure

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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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$27B

INVESTMENT SALES

2021 INVES TMENT S A L E S T R A N S AC T I O N VO LU M E

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 nearly 3,000 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 and help you meet your goals.

237% INCREASE in total investment sales

transactions in 2021, compared to FY 2020.*

41% INCREASE in total investment sales market BERK ADIA

share as of Q3 2021, compared to FY 2020.*

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*Based on transaction volume Source: Real Capital Analytics


24/7 SUPPORT

762

2021 INVES TMENT S A L E S T R A N S AC T I O N S

20+ years of local experience

120,000 owner/investor database contacts

10+ data sources BERK ADIA

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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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#1

OPTIGO® LENDER

#1 Conventional #1

Targeted Affordable Housing

Freddie Mac

27%

#1 Seniors Housing #3 Manufactured Housing Communities

#1

IN COMBINED FREDDIE MAC, FANNIE MAE, AND FHA ORIGINATION VOLUME

Other

20%

$40B T O TA L L O A N PRODUCTION

Fannie Mae

#3

17%

2021

2,090

DUS LENDER

LOANS CLOSED

R ANKED AMONG

the top four DUS producers for Small Loans, Multifamily Affordable Housing, Manufactured Housing Communities

Life Company

11%

and Green Financing

41 life insurance company lenders with whom we closed loans

Bank

9% HUD

8%

Conduit

5%

FHA-insured lender nationwide

3%

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#3

Proprietary

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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 COMMERCIAL SERVICER IN THE INDUSTRY

National Reach Seven servicing offices to better serve our clients and borrowers, each 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

Demonstrated Growth Four years of sustained quarter-overquarter growth, demonstrating the

20,139

strong relationships we’ve built with the lenders for whom we service

LOANS SERVICED IN 2021

$337B BERK ADIA

SERVICING PORTFOLIO UPB

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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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2,500+

250+

CRE EXPERTS

MARKET AND SUBMARKET METRICS

700,000+ UNIQUE PROPERTIES

Monthly unit mix rent data on

70,000+ properties

Up-to-date sale 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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2 0 2 1 MOR TGAGE BA NK ING A ND INV E S TME NT SA LE S TR A N SAC TION S

116

13

6

15

23

36 39

25

22

162

13

65 13

45

154

20

115

83

27

30

307 86

49

39

32

34

76

84

30 13

139 10

240

175

67

37

228

314

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S P E C I A LT I E S

Multifamily Housing

Institutional Solutions

Our deep financing relationships with Fannie

Berkadia Institutional Solutions, powered by Moran,

Mae, Freddie Mac, HUD and a multitude of

was built upon the values of collaboration, client

conventional capital sources position Berkadia as

service and unmatched experience in the institutional

the ideal partner for multifamily property owners

space. With the track record, national coverage and

and developers. We navigate market conditions,

market expertise to meet your investment needs,

the complexity of working with government-

we’re here to advise you throughout the lifecycle of any

sponsored entities, and the intricacies of private

transaction with the backing of Berkadia’s mortgage

capital sources to excel in the multifamily space.

banking and servicing platforms and best-in-class technology.

Affordable Housing Our team is here to help you successfully navigate

Seniors Housing & Healthcare

the often winding path to building true community

Our mission is to meet the unique challenges,

strength—whether it’s preserving or enhancing

opportunities, and above all, responsibilities of the

existing affordable homes or creating beautiful new

senior housing market. We take pride in delivering

properties. Our tax credit syndication and advisory

on the most complex independent living, assisted

platform offers developer clients access to seamlessly

living, memory care, and skilled nursing projects of

integrated solutions for a range of affordable housing

any scale and in any location across the country.

capital needs.

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Student Housing

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

We know that pursuing an education today

and more than a partner. Whether you’re seeking

means having a comfortable, accessible,

an opportunity in an emerging market or in a

and modern place to call home. Our ability

well‑established urban destination, our team of

to anticipate change in the student housing

experts is ready to take the long view so that we do

market and provide forward‑thinking advice and

what’s good for you today and even better for you

opportunities for you is the Berkadia advantage.

years down the road.

Manufactured Housing

Land

Our team consists of skilled commercial real estate

With decades of experiences in land services, our

experts focused on providing finance solutions for

team combines their vast industry knowledge

factory-built and modular housing. With nearly a

with Berkadia's powerful research and marketing

century of combined lending experience, we’re here

capabilities, ensuring maximum value for your asset.

to prepare you for investing capital in this volatile and sometimes fickle market.


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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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SOLUTIONS

JV Equity & Structured Capital Berkadia JV Equity & Structured Capital 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 dedicated HUD professionals, including some of the industry's top FHA experts, have a proven track record of successfully navigating the lending process on behalf of clients and delivering meaningful results.

Small Loans Berkadia Small Loans 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. BERK ADIA

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BERKADIA .COM / 800.446 . 2226 a Berkshire Hathaway and Jefferies Financial Group company © 2022 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 / 0122.