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 investments in technology, and data-driven insights from the country’s most skilled CRE experts, we’re built to be more flexible, creative and innovative. Deal after deal. Year after year.
IN INVESTMENT SALES TRANSACTION VOLUME
ACROSS 2023 AND 2024
INVESTMENT SALES
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 8,000 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.
INVESTMENT SALES TRANSACTIONS
ACROSS 2023 AND 2024
$9.5B IN INSTITUTIONALGRADE INVESTMENT SALES TRANSACTIONSVOLUME
ACROSS 2023 AND 2024, WITH AN AVERAGE DEAL SIZE OF $70.1M
24/7 support
20+ years of local experience
136,000 owner/investor database contacts
15+ data sources
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 in the acquisition, refinance, rehabilitation and repositioning of your asset.
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 industryleading for our systems, processes, data security, service and experience.
With our people and technology, we go beyond any standard in personalized customer service and client satisfaction.
A top U.S. non-bank COMMERCIAL MORTGAGE SERVICER IN THE INDUSTRY
Ratings
Berkadia has earned the highest Primary Servicer ratings from each of Fitch, Standard & Poor’s and Morningstar/DRBS
National Reach
Nine 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
Five years of sustained quarter-overquarter growth, demonstrating the strong relationships we’ve built with the lenders for whom we service
20,562 LOANS SERVICED AS OF YEAR-END 2024
$417B SERVICING PORTFOLIO UPB AS OF YEAR-END 2024
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 delivers actionable insights that will drive your business forward.
2,890+
CRE EXPERTS 250+ MARKET AND SUBMARKET METRICS
800,000+ UNIQUE PROPERTIES
Monthly unit mix rent data on 75,000+ properties
Up-to-date sale information on 350,000+ properties
9,000+ DEMOGRAPHIC DATA POINTS
SPECIALTIES
Multifamily Housing
Our deep financing relationships with Fannie Mae, Freddie Mac, HUD and a multitude of conventional capital sources position Berkadia as the ideal partner for multifamily property owners and developers. We navigate market conditions, the complexity of working with government-sponsored entities and the intricacies of private capital sources to excel in the multifamily space.
Affordable Housing
As the industry’s only privately-held fully integrated affordable housing finance platform, our unique business model allows us to deliver comprehensive investment and capital solutions to our developer and investor clients. Berkadia Affordable Housing distinguishes itself by pairing deep technical expertise and a wide array of product offerings with the drive and focus necessary to help our clients grow their business.
Student Housing
We know that pursuing an education today means having a comfortable, accessible, and modern place to call home. Our ability to anticipate change in the student housing market and provide forward - thinking advice and opportunities for you is the Berkadia advantage.
Medical & Life Sciences
We’re committed to leveraging our industry-leading platform to help healthcare and life sciences property owners, operators and lenders succeed. From acquisition to repositioning to disposition, our client-focused experts, supported by years of experience and highly seasoned underwriters and analysts, are prepared to advise and guide you into a future defined by success and stability.
Manufactured Housing
We are dedicated to providing mortgage banking, investment sales, and advisory services to manufactured home community and RV resort owners. With decades of experience, strong partnerships and an industry-leading financing platform, we are well positioned to service our clients through the lifecycle of their assets.
Institutional Solutions
Berkadia Institutional Solutions was built upon the values of collaboration, client service and unmatched experience in the institutional space. With the track record, national coverage and market expertise to meet your investment needs, we’re 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.
Seniors Housing & Healthcare
Our mission is to meet the unique challenges, opportunities and above all, responsibilities of the senior housing market. We take pride in delivering on the most complex independent living, assisted living, memory care and skilled nursing projects of any scale and in any location across the country.
Hotels & Hospitality
When you work with us, you’re more than a client, and more than a partner. Whether you’re seeking an opportunity in an emerging market or in a well- established urban destination, our team of 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.
Single-Family Rental & Build-to-Rent
As demand for Single-Family Rental (SFR) and Build-toRent (BTR) properties has increased significantly driven by changing migration patterns, many investors are shifting their investment strategies to include SFR and BTR. In response, Berkadia's national footprint with unrivaled local expertise has never been more valuable.
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.
FHA/HUD
As a leader in the sector, Berkadia FHA/HUD has the vision and versatility to create customized debt financing and equity solutions to fit all project sizes, locations and borrower profiles. Our dedicated 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 Small Balance Loans for multifamily loans up to $9 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.