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

• 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

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.

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

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.

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

AWARDS & RECOGNITIONS

Rainmakers in Debt & Equity 2023

Team Winners

Berkadia JV Equity & Structured Capital

Rainmakers in Debt & Equity 2022

Team Winners

Berkadia JV Equity & Structured Capital

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