JV EQUITY & STRUCTURED CAPITAL
TRUSTED PARTNERS IN THE SUCCESS OF YOUR INVESTMENT
Berkadia JV Equity & Structured Capital specializes in arranging joint venture equity and structured capital in the living sector from a broad range of over 600+ domestic and foreign capital relationships.
Key Advantages:
• Dedicated, nationwide presence focused exclusively on equity
• 50+ years of combined equity experience
• Principal involvement in all deal stages
Financing Types:
• JV Equity
• Programmatic Capital
• Preferred Equity/Mezzanine
• Co-GP Capital
• Stretch Senior
• Platform-Level/Entity-Level Capital
125+
Berkadia JV Equity & Structured Capital has capitalized more than 125 property transactions since launching in 2019.
23,000+
From inception, we’ve raised equity for more than 23,000 multifamily/built-for-rent units and student housing beds.
24
Berkadia JV Equity & Structured Capital has closed transactions in 24 states and counting.
IT'S IN OUR DNA.
Our mission is inspired by our two shareholders who created Berkadia— Berkshire Hathaway and Jefferies Financial Group. Both firms are renowned for their capital strength, sophisticated investment strategies and exacting attention to their clients’ diverse needs.
We're honored to infuse our Berkadia values into everything we do. When you work with us, you’re more than a client, and more than a partner. You’re a member of our family.
Mortgage Banking
Your projects, of any size and location, benefit from best- in - class financing partners and unparalleled access to capital.
Servicing
Get customized solutions and seamless service with our established resources and proven expertise.
Investment Sales
When you equip the right professionals with industry-leading insights and tools, the result is better investment outcomes.
Technology
Advanced decision-making with actionable insights backed by our powerful data.
FEATURED TRANSACTIONS
HUD 221(d)(4) Multifamily Portfolio North Carolina & Tennessee
$248,000,000*
Recap, JV equity
High-Rise Multifamily Development Atlanta, GA
$400,000,000*+
JV equity, ground-up multifamily
Workforce Housing Portfolio Florida & Georgia
$290,000,000*
Preferred equity recapitalization behind GSE
Student Housing Portfolio New York & North Carolina
$129,000,000*
Preferred equity recap behind GSE
Multifamily Development Dallas, TX
$64,000,000*
International JV equity, ground-up multifamily
BTR Programmatic Partner
$95,500,000*
JV equity, value-add acquisition
$160,000,000*
Preferred equity, ground-up
SFR/BTR Programmatic Partner Indiana, Missouri & Texas
$205,000,000*
Recapitalization & growth equity
MF Programmatic Co-GP & LP
Value-Add Venture
Arizona & California
$250,000,000*
Programmatic Co-GP & JV equity
Confidential
Collapsible ground lease, development
Confidential
Preferred equity, Qualified Opportunity Zone (QOZ)
$96,000,000*
JV equity, value-add multifamily
Confidential
International JV equity, ground-up multifamily
*Transaction totals
Confidential
JV equity, ground-up multifamily
$114,000,000*
JV equity, value-add multifamily
$100,000,000*
Stretch senior acquisition, hospitalityto-multifamily conversion
Platform Level Investment - Monday Properties
Northeast & Southeast USA
$50,000,000*
Growth capital balance sheet investment
The Zoey Austin, TX
Trellis at the Lakes St. Petersburg, FL
Encore Chandler Chandler, AZ
Condo Deconversion Portfolio Orlando, FL
Excelsior Hotel New York, NY
The Haywood & Double Creek II Austin, TX
Legacy Sunflower Orange County, CA
CLOSING IS JUST THE END OF THE BEGINNING.
We’re in this for the long haul.
Berkadia JV Equity & Structured Capital maintains principal involvement in deals throughout the entire transaction process. To us, every deal is the start of a new relationship or the continuation of one built on performance and trust.
Berkadia is proud to collaborate with global property consultancy Knight Frank to offer our clients unparalleled access to the world’s most active investors, spanning all key capital hubs to enable deeper relationships with diverse sources. As we continue to expand our capabilities as full-service, tech-enabled advisors dedicated to better serving the needs of our clients, this strategic alliance deeply broadens our reach, market exposure and relationships around the globe, allowing our clients to achieve their real estate goals and objectives. Together, we will be a dominant player in the marketplace.
Knight Frank’s 125-year legacy as the largest privatelyowned capital markets platform fully complements Berkadia’s industry-leading Investment Sales, Mortgage Banking and Servicing capabilities, allowing us to deliver clients greater value and more investment opportunities.
Together, Knight Frank and Berkadia offer a combined global network comprising more than 24,500 people across 560 offices in 53 territories, spanning all key capital hubs.
Our newly-formed alliance offers clients greater access to the world’s broader institutional, private, sovereign wealth and ultra-high-net-worth investor network.
Berkadia’s culture, principles and shared mission align with Knight Frank’s. From our people-first, clientcentric and community-focused mindset, to our integrity and shared commitment to excellence, our collective goal is to enhance people’s lives and environments.
United Kingdom 4 Territories
England | Scotland
Wales | Jersey
Europe 17 Territories
Austria | Belgium | Bulgaria
Czech Republic | France
Germany Greece | Hungary
Ireland | Italy Netherlands
Poland | Portugal Romania
Serbia | Spain | Switzerland Africa 9 Territories
Botswana | Kenya | Malawi
Nigeria | South Africa
Tanzania | Uganda
Zambia | Zimbabwe
The Middle East 4 Territories
Bahrain | Qatar
Saudi Arabia | UAE
Asia Pacific 16 Territories
Australia | Cambodia | China
Fiji | Hong Kong | India
Indonesia | Japan Malaysia
New Zealand | Philippines
Singapore | South Korea
Taiwan | Thailand | Vietnam
MEDIA MENTIONS
TESTIMONIALS
Chinmay, Noam and Cody’s capital relationships have been transformative for the SBREP platform. Their involvement has been the rocket fuel to help turbocharge SBREP’s portfolio expansion across the Southwest since 2021."
SRIJIN BANDYOPADHYAY Founder and Managing Principal of SBREP
Berkadia JV Equity & Structured Capital demonstrated a thorough understanding of the capital markets along with the student housing sector and has acted as an extended capital markets team for us."
STEVE ZHANG CIO of OC Ventures
Montage at Marquis Apartments marks GW Real Estate Partners’ first ground-up multifamily development in the Williamsburg/ Hampton Roads/Newport News MSA. Thanks to the Berkadia team, we have a capital partner whose vision aligns with ours."
ROBERT GORDON
Principal,
GWREP
The capital partner Berkadia sourced was able to navigate the current market volatility and close with us on the terms originally agreed upon. We look forward to partnering on many more opportunities and continuing to grow our relationship with Berkadia."
CHARLIE
KEELS President of Encore Multi-Family, LLC
AWARDS & RECOGNITIONS
CRE's Aspiring Leaders 2024
Cody Kirkpatrick
Senior Managing Director, Berkadia
JV Equity & Structured Capital
Fifty Under 40
Noam Franklin
Senior Managing Director, Berkadia
JV Equity & Structured Capital
Notable in Real Estate
Chinmay Bhatt
Senior Managing Director, Berkadia
JV Equity & Structured Capital
Rising Stars in Real Estate
Noam Franklin
Senior Managing Director, Berkadia
JV Equity & Structured Capital
Rainmakers in Debt & Equity 2023
Team Winners
Berkadia JV Equity & Structured Capital
Rainmakers in Debt & Equity 2022
Team Winners
Berkadia JV Equity & Structured Capital
Chinmay Bhatt
Senior Managing Director
919.360.8884
chinmay.bhatt@berkadia.com
Cody Kirkpatrick
Senior Managing Director
720.982.8240
cody.kirkpatrick@berkadia.com
Noam Franklin Senior Managing Director
917.544.3141
noam.franklin@berkadia.com
Matthew Tu Senior Director
857.205.3418
matthew.tu@berkadia.com
