BUILT FOR THE NOW. AND THE NEXT - Berkadia
←
→
Page content transcription
If your browser does not render page correctly, please read the page content below
BUILT FOR THE NOW. AND THE NEXT.
A LONG Not your typical CRE firm.
TRADITION
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
OF TAKING
– 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.
THE LONG VIEW.
We’re Berkadia. A different kind of CRE firm. With industry-leading
investments in technology, and data-driven insights from the country’s most
BERK ADIA
skilled CRE experts, we’re built to be more flexible, creative, and innovative.
Deal after deal. Year after year.
1
The relationships,
insight, focus and
energy this rockstar
team brought to the
table were the keys
to our success.”
JOSHUA K ANE
Senior Vice President of Finance
McWhinney
BERK ADIA
BERK ADIA
2 3
INVESTMENT SALES
$9B 24/7
NATIONAL
2019 SALES SUPPORT
TR ANSAC TION
VOLUME
EXPERIENCE, 401
LOCAL EXPERTISE.
2019 SALES
TR ANSAC TION
COUNT
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 over 2,200 active mortgage
banking and investment sales client relationships, plus the flexibility to respond to the
20 years
market with solutions customized to your unique needs, we’ll find you the best buyer
of local experience
and help you meet your goals.
on average
135,000
owner/investor
database contacts
10+
data sources
BERK ADIA
BERK ADIA
4 5
#1
CONVENTIONAL
OPTIGO LENDER
MORTGAGE BANKING
EXPERTISE FOR
Freddie Mac
40%
EVERY ENDEAVOR. R ANKED AMONG
the top five
With a deep bench of experienced mortgage banking professionals across
the country, Berkadia provides debt and equity solutions for commercial DUS lenders and DUS producers
real estate transactions of all sizes nationwide. Our unique multidisciplinary for Small Loans, Green
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.
Financing, Seniors Housing
and Student Housing
Fannie Mae
$27B
IN LOANS
23% CLOSED IN 2019
Conduit
11%
105%
increase in
year-over-year Life Company
Conduit loans 9%
Bank
closed
6% Other
5% HUD
Proprietary
45 4% 2%
life insurance
company lenders
with whom we
BERK ADIA
closed loans
BERK ADIA
6 7
Ratings
Berkadia has earned the highest
Primary Servicer ratings from
SERVICING each of Fitch, Standard & Poor’s
and Morningstar
UNPARALLELED Largest non-bank
National Reach
Five servicing offices to better serve
QUALITY MEETS
COMMERCIAL SERVICER our clients and borrowers, each one
equipped with specific expertise to
IN THE INDUSTRY
deliver unparalleled service
SUPERIOR SERVICE. Experience
Highly experienced team with
At Berkadia, servicing is more than collecting and remitting payments. Our servicing
operations are equipped to expertly handle all aspects of servicing– from loan an average of 20+ years of
boarding through resolution and everything in between. Enhanced surveillance and industry experience across our
asset management supported by robust technology, along with our CRE experts, management teams
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
Two years
portfolios enable us to deliver seamless service and customized solutions. As the
of sustained quarter-over-quarter
largest non-bank servicer, our platform supports all products and property types
growth, demonstrating the strong
across all market sectors. Rating agencies, lenders and borrowers all recognize us as
relationships we’ve built with the
industry-leading for our systems, processes, data security, service and experience.
lenders for whom we service
With our people and technology, we go beyond any standard in personalized
customer service and client satisfaction. 18,500+
L O A N S A C T I V E LY
SERVICED
$280B
SERVICING
BERK ADIA
BERK ADIA
PORTFOLIO UPB
8 9
TECHNOLOGY
1,900+ 200+
CRE EXPERTS MARKET AND
SMART
SUBMARKET METRICS
INVESTMENTS
PAY OFF. 570,000+ Monthly unit mix
rent data on
With a significant investment in technology and proprietary data gleaned
from properties and markets across the country, we have developed a
UNIQUE
65,000+
PROPERTIES
unique and fully-integrated platform that marries local real estate expertise properties
with capital markets knowledge.
Armed with innovative technology and cutting edge analytics, our team
delivers actionable insights that will drive your business forward.
Up-to-date debt
information on
300,000+
properties
9,000+
DEMOGR APHIC
D ATA P O I N T S
BERK ADIA
BERK ADIA
10 11
2019 TR ANSAC TIONS
Berkadia’s steadfast
boots on the ground
enabled us to keep
our focus on our
business while
we entrusted their
expertise to get the
deal done – efficiently
and effectively.”
JOE LUBECK
Chief Executive Officer
American Landmark/Electra America
BERK ADIA
BERK ADIA
12 13
S P E C I A LT Y G R O U P S
Multifamily Housing Affordable Housing
Our deep financing relationships with Fannie Our team is here to help you successfully navigate
Mae, Freddie Mac, HUD and a multitude of the often winding path to building true community
conventional capital sources position Berkadia as strength—whether it’s preserving or enhancing
the ideal partner for multifamily property owners existing affordable homes or creating beautiful new
and developers. We navigate market conditions, properties. And now, our newly added tax credit
the complexity of working with government- syndication and advisory platform offers developer
sponsored entities, and the intricacies of private clients access to seamlessly integrated solutions for a
capital sources to excel in the multifamily space. range of affordable housing capital needs.
Seniors Housing & Healthcare Student Housing
Our mission is to meet the unique challenges, We know that pursuing an education today
opportunities, and above all, responsibilities of the means having a comfortable, accessible,
senior housing market. We take pride in delivering and modern place to call home. Our ability
on the most complex independent living, assisted to anticipate change in the student housing
living, memory care, and skilled nursing projects of market and provide forward‑thinking advice and
any scale and in any location across the country. opportunities for you is the Berkadia advantage.
Hotels & Hospitality Manufactured Housing
When you work with us, you’re more than a client, Our team consists of skilled commercial real estate
and more than a partner. Whether you’re seeking experts focused on providing finance solutions for
an opportunity in an emerging market or in a factory-built and modular housing. With nearly a
well‑established urban destination, our team of century of combined lending experience, we’re here
experts is ready to take the long view so that we do to prepare you for investing capital in this volatile and
what’s good for you today and even better for you sometimes fickle market.
years down the road.
Land Services
With decades of experience in land services, our
team combines their vast industry knowledge
BERK ADIA
BERK ADIA
with Berkadia’s powerful research and marketing
capabilities, ensuring maximum value for your asset.
14 15EXPERTISE
JV Equity & Structured Capital Group
In 2019, Berkadia launched its JV Equity and
The Berkadia
Structured Capital Group, focused on arranging joint
venture investments and structured capital from
international and domestic institutional and qualified
team’s client-first
capital sources. This team of equity experts offers
greater support and resources to Berkadia clients
than ever before, including capital advisory services,
access to a diverse roster of capital sources as well
approach made
as a wide breadth of domestic and international
capital relationships, to help get deals closed.
for an efficient Tax Credit Syndication
transaction that
Berkadia recently expanded its affordable housing
capabilities with the addition of a tax credit
syndication and advisory platform. This team of
far exceeded our
specialized experts capitalizes on Berkadia’s already
robust Affordable Housing team by allowing us
to deliver tax credit equity alongside our lending
products for a seamlessly integrated capital solution.
expectations.”
J O N AT H A N S TA N N E R
EVP, CFO and Treasurer
Summit Hotel Properties
BERK ADIA
BERK ADIA
16 17BERKADIA .COM / 800.446 . 2226
a Berkshire Hathaway and Jefferies Financial Group company
© 2020 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: http://www.berkadia.com/legal/licensing.aspx / 0220You can also read
