Business Details
31 Years
experience
Expert Commercial Real Estate Investment Banking Solutions
Established in 1995, our firm specializes in providing tailored equity and debt financing solutions for commercial real estate transactions. Our seasoned team combines global capital markets expertise with in-depth knowledge of local real estate dynamics to meet diverse client needs. We have structured over $7 billion in commercial real estate transactions across 20+ U.S. states, serving a wide range of property types including multifamily, office, retail, industrial, and hotel assets. Through our affiliate Pickwick Capital Partners LLC, we maintain strong relationships with institutional investors to secure competitive terms for clients seeking capital between $5 million and $200 million. Our research division, Giliberto-Levy, develops industry-leading indices that track commercial mortgage performance and high-yield real estate debt markets.With more than 125 years of combined team experience, we offer comprehensive capital stack solutions from senior debt to preferred equity. Our expertise extends to complex transactions requiring mezzanine financing, as demonstrated through successful projects like the $11.7 million Whitaker Park mezzanine financing. We maintain affiliations with FINRA and SIPC through Pickwick Capital Partners LLC, ensuring regulatory compliance and market credibility. Our Virginia headquarters serves as the base for nationwide operations, while our proprietary transaction tracking and market analysis tools provide clients with actionable insights. Our reputation for delivering creative capital solutions to complex real estate ventures has been built through consistent execution of transactions across economic cycles.
Services
Equity Financing
Debt Placement
Market Research
Capital Structuring
Mezzanine Financing
Preferred Equity
Senior Loans
Commercial Mortgage Analysis
Portfolio Management
Transaction Advisory
Details
- Year established: 1995
Highlights and features
- We offer 30 years of experience in commercial real estate investment banking since 1995.
- Our team combines global capital markets expertise with local real estate market knowledge.
- We have structured over $7 billion in commercial real estate transactions across 20+ U.S. states.
- Our proprietary Giliberto-Levy indices track commercial mortgage performance and high-yield debt markets.
- We maintain affiliations with FINRA and SIPC through our Pickwick Capital Partners LLC partnership.
Associations and certifications
- FINRA
- SIPC
Services
Equity Financing
Our equity financing services connect real estate developers with institutional investors. We structure equity transactions ranging from $5 million to $200 million, leveraging relationships with major capital sources. The team has completed over $7 billion in commercial real estate transactions nationwide.
Debt Placement
We arrange senior debt financing for all property types, utilizing market knowledge to secure optimal terms. Our debt placement services cover transactions from $5 million to $200 million, with access to major institutional lenders and capital markets.
Market Research
Our Giliberto-Levy research division develops proprietary indices tracking commercial mortgage performance (G-L 1) and high-yield CRE debt (G-L 2). This market intelligence provides clients with actionable insights for investment decisions.
Mezzanine Financing
We structure mezzanine financing solutions that bridge equity gaps in complex transactions. These subordinate capital solutions help projects achieve optimal capital structures while providing investors with enhanced returns.
Preferred Equity
Our preferred equity solutions offer alternative capital structures for commercial real estate projects. These instruments combine elements of debt and equity financing, providing flexibility for both developers and investors in complex transactions.
People
John B. Levy
President
John leads equity and debt placement operations since founding the company in 1995. He has structured over $7 billion in commercial real estate transactions and co-created the Giliberto-Levy indices.
Sandler D. Passman
Equity Banker
Sandler manages sales and marketing initiatives with extensive experience in institutional investor relations and operational analysis for commercial real estate capital placement.
Dale Wittie
Affordable Housing Financing Expert
Dale leads affordable housing financing programs with 25+ years of experience at Virginia Housing, focusing on multifamily financing solutions and specialized capital structures.
Bram J. Levy
New Business Development
Bram oversees business development with executive experience at technology firms Snagajob and LivingSocial, bringing innovative approaches to commercial real estate capital solutions.
Julia P. Grant
Director
Julia directs key operational elements with 28+ years of experience, managing complex commercial real estate transactions and client relationships across diverse market conditions.
Questions
What types of commercial real estate financing do you offer?
We provide equity financing, debt placement, mezzanine financing, preferred equity, and senior loan structuring for commercial real estate projects ranging from $5 million to $200 million.
How does your firm structure complex real estate transactions?
Our team combines capital markets expertise with local market knowledge to create tailored solutions, leveraging relationships with institutional investors and our proprietary transaction analysis tools.
What is the Giliberto-Levy Commercial Mortgage Performance Index?
The G-L 1 Index tracks private-market commercial mortgage performance while G-L 2 measures high-yield CRE debt performance, providing benchmarking tools for portfolio managers and investors.
What geographic areas do you serve?
We operate nationwide with particular expertise in Virginia, Maryland, North Carolina, Tennessee, and Pennsylvania markets, handling transactions in 20+ U.S. states.
What experience does your team have in CRE finance?
Our professionals bring more than 125 combined years of commercial real estate financing experience, with individual track records in major market transactions.
How do you help clients with capital stack optimization?
We provide one-stop capital stack solutions, structuring appropriate combinations of equity, senior debt, mezzanine financing, and preferred equity for each project's specific needs.
