Berkadia | Medical & Life Sciences Brochure

Page 1

A PERSONALIZED AND THOUGHTFUL APPROACH

Berkadia Medical & Life Sciences provides a client experience unique to its peers. We combine deep capital markets expertise, operational excellence and in-house marketing and design to ensure best-in-class service rooted in Berkadia's core values.

At Berkadia, we strive to be your trusted advisor, not your typical 'broker.' As a privately held firm, we are able to take the long view and always put our clients’ interests first.

Whether you're seeking a value-add investment in an up-and-coming market, the disposition of a core medical office portfolio, or the refinancing of a life sciences asset, our team of specialized experts in investment sales and mortgage banking is here for you.

2 BERKADIA Medical & Life Sciences

Superior expertise, unparalleled execution and consistent speed to market, combined with Berkadia’s world-class platform gives clients the winning edge. We are pushing healthcare real estate advisory to the next level.

Medical & Life Sciences BERKADIA 3

IT'S IN OUR DNA.

Our mission is inspired by our two shareholders who created and remain the majority stakeholders in 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 continue the Berkadia legacy in 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.

4 BERKADIA Medical & Life Sciences

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.

Medical & Life Sciences BERKADIA 5
RESIDENTIAL CARE RESIDENTIAL CARE OUTPATIENT CARE INPATIENT ACUTE CARE POST-ACUTE CARE MICRO-HOSPITALS ACUITY ACUTE-CARE HOSPITALS FITNESS/WELLNESS CENTERS MEDICAL OFFICES/CLINICAL URGENT CARE FACILITIES DIAGNOSTIC IMAGING CENTERS AMBULATORY SURGERY CENTERS SPECIALTY OUTPATIENT CENTERS / FREESTANDING EMERGENCY DEPARTMENT INPATIENT REHAB FACILITIES LONG-TERM ACUTE CARE FACILITIES SKILLED NURSING FACILITIES (Covered by Berkadia Seniors Housing & Healthcare) (Covered by Berkadia Seniors Housing & Healthcare) ASSISTED LIVING FACILITIES OUTPATIENT REHAB FACILITIES HOME / TELEHEALTH SERVICES AT-HOME HOSPICE SERVICES HOME / TELEHEALTH SERVICES AT-HOME HOSPICE SERVICES OUR
6 BERKADIA Medical & Life Sciences
FOCUS SPANS THE ENTIRE HEALTHCARE ACUITY CURVE.

POST MARKET SURVEILLANCE & PATIENT SUPPORT

LAUNCH & COMMERCIAL

MANUFACTURING & SUPPLY CHAIN

CLINICAL DEVELOPMENT

RESEARCH & DISCOVERY

BIOPHARMA
VALUE CHAIN
Medical & Life Sciences BERKADIA 7

SUCCESS IS NOT PURELY MEASURED BY NUMBERS.

But, they help tell our story: $5 billion Medical & Life Sciences investment sales volume since 2018

$2.4 billion Medical & Life Sciences portfolio and single-asset recapitalizations since 2018

*Career production statistics

$1 billion Medical & Life Sciences loan originations since 2018

41 states

We have a national presence, closing transactions in 41 states and counting

8 BERKADIA Medical & Life Sciences
Medical & Life Sciences BERKADIA 9

MEDICAL & LIFE SCIENCES

404.536.5054

sabrina.solomiany @ berkadia.com

Sabrina Solomiany joined Berkadia in June 2022 and is a Senior Managing Director and the Head of Medical & Life Sciences. She specializes in providing healthcare and life sciences real estate investors with acquisition, disposition, debt placement and recapitalization strategies. Ms. Solomiany's expertise spans various specialties of healthcare real estate including medical office buildings, life sciences, inpatient rehabilitation facilities, shortand long-term acute care hospitals, behavioral health, surgical hospitals, cancer centers, proton therapy, specialty hospitals, free-standing emergency departments, micro hospitals and urgent cares. Her clients include REITs, institutional investors, healthcare providers, developers and private capital investors.

847.209.0425

chris.lashmet @ berkadia.com

Chris Lashmet joined Berkadia in 2022 and is a Managing Director of Medical & Life Sciences. Prior to Berkadia, Mr. Lashmet co-led the Medical Office group at Blueprint Healthcare Real Estate Advisors with his business partner Eric Lee. Together, they founded the new division at Blueprint, grew a team, and experienced significant early success in the market. They closed 20 medical office transactions valued at $170 million during their tenure at Blueprint across various deal profiles, spread throughout the country.

Eric Lee

Managing Director

763.226.8563

eric.lee @ berkadia.com

Eric Lee joined Berkadia in 2022 and is a Managing Director of Medical & Life Sciences. Prior to Berkadia, Mr. Lee co-led the Medical Office group at Blueprint Healthcare Real Estate Advisors with his business partner Chris Lashmet. Together, they founded the new division at Blueprint, grew a team, and experienced significant early success in the market. They closed 20 medical office transactions valued at $170 million during their tenure at Blueprint across various deal profiles, spread throughout the country.

Mike Cerny

Vice President – Originations

224.458.9829

mike.cerny @ berkadia.com

Mike Cerny joined Berkadia Medical & Life Sciences in November 2022 as Vice President –Originations and Lead Underwriter. Mike leads the underwriting team and also focuses on debt placement and JV equity structuring. He is an accomplished senior level professional with over 20 years of diverse experience in commercial real estate, healthcare finance.

10 BERKADIA Medical & Life Sciences

312.845.8573

patrick.abeln @ berkadia.com

Patrick Abeln joined Berkadia in July 2023 as Director for Medical and Life Sciences. Patrick focuses on debt placement and JV equity structuring and is a senior level professional with 14 years of experience, including over nine years in healthcare real estate.

He has served in various roles, most recently as Assistant Vice President responsible for sourcing all financing on acquisition and development projects. He was directly responsible for sourcing over $3 billion in debt from lenders nationwide.

Megan Esqueda

Associate Operations Director

470.681.1394

megan.esqueda @ berkadia.com

Megan Esqueda joined Berkadia in July 2022 and serves as the Associate Operations Director for Medical & Life Sciences. In this role, Megan provides operational leadership, tactical planning, and marketing and transaction management. She also assists with the team’s workflow, maintaining the client database, and implementing new procedures to streamline the overall function of the group.

949.887.3094

madison.strasmann @ berkadia.com

Madison Strasmann joined Berkadia in May 2023 as an Associate specializing in investment sales and mortgage banking. Prior to joining Berkadia, she was an Associate for CBRE’s U.S. Healthcare and Life Sciences Capital Markets team, focusing on debt placement and structured finance strategies for private investors, physicians, and regional physician groups. Madison worked on numerous financing assignments for a consideration of nearly $200 million. Her experience spans various specialties of healthcare real estate including medical office buildings, inpatient rehabilitation facilities, micro-hospitals, ambulatory surgical centers, urgent cares, and life sciences facilities.

George Desloge

Senior Financial Analyst

312.845.5162

george.desloge @ berkadia.com

George Desloge joined Berkadia in 2023 as a Senior Financial Analyst for Medical & Life Sciences. George started his real estate career with Newmark as a Research Analyst where he developed and maintained a proprietary database of market fundamentals and assisted brokerage groups with client acquisition and relocation. In 2019, George transitioned into Newmark’s Appraisal and Valuations Department. As an appraiser, he valued over 350 properties, totaling over $1.5 billion of all asset types including office, retail and industrial. George has experience working with a variety of clients including banks, life companies, pension funds, special servicers, and REITs.

Medical & Life Sciences BERKADIA 11

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.

The Americas 3 Territories Canada The Caribbean | USA PEOPLE
232 OFFICES NEW YORK SAN FRANCISCO
9,130+
12 BERKADIA Medical & Life Sciences

United Kingdom

4 Territories

England | Scotland

Europe

17 Territories

Austria | Belgium | Bulgaria

Czech Republic | France

Germany | Greece | Hungary

Ireland | Italy | The Netherlands

Wales | Jersey Asia Pacific

3,030+ 79 OFFICES

PEOPLE

Poland | Portugal | Romania

Serbia | Spain | Switzerland

PEOPLE 1,040+ 67 OFFICES

16 Territories

Australia | Cambodia | China

Fiji | Hong Kong | India

Indonesia | Japan | Malaysia

New Zealand | Philippines

Singapore | South Korea

Taiwan | Thailand | Vietnam

10,570+ 153 OFFICES PEOPLE 120+ 6 OFFICES PEOPLE 600+ 23 OFFICES

The Middle East

4 Territories

Africa

9 Territories

Botswana | Kenya | Malawi

Nigeria | South Africa

Tanzania | Uganda

Zambia | Zimbabwe

Bahrain | Qatar

Saudi Arabia | UAE

PEOPLE

HONG KONG SHANGHAI SYDNEY SINGAPORE MUMBAI DUBAI NAIROBI BERLIN
LONDON Medical & Life Sciences BERKADIA 13
PARIS

CLOSING IS JUST THE END OF THE BEGINNING.

We’re in this for the long haul. To us, every deal is the start of a new relationship or the continuation of one built on performance and trust. Our clients are family, and we’re relentlessly focused on your long-term success.

14 BERKADIA Medical & Life Sciences

BERKADIA LOCATIONS

Investment Sales (IS)

Mortgage Banking (MB)

Both IS & MB

Closed Transactions

Medical & Life Sciences BERKADIA 15
© 2023 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/licensing 0723-213MH. BERKADIA.COM / 800.446.2226
Issuu converts static files into: digital portfolios, online yearbooks, online catalogs, digital photo albums and more. Sign up and create your flipbook.