Berkadia | JV Equity & Structured Capital

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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.

23

Berkadia JV Equity & Structured Capital has closed transactions in 23 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."

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."

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

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."

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

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