Business Details
31 Years
experience
Trusted Commercial Real Estate Investment Banking Services
Founded in 1995, John B Levy has established itself as a leader in providing equity and debt financing solutions for complex commercial real estate transactions. Our team combines global capital markets expertise with localized real estate knowledge to meet diverse client needs. With over 125 years of combined experience across our team, we specialize in structuring and placing equity and debt for CRE projects ranging from $5 million to $200 million. Our platform offers a comprehensive one-stop solution for the entire capital stack, serving all asset classes nationwide. We have co-created industry-defining research tools like the Giliberto-Levy Commercial Mortgage Performance Index (G-L 1) and the High-Yield Real Estate Debt Index (G-L 2).Through our affiliation with Pickwick Capital Partners, we connect developers with institutional investors for equity ventures. Our track record includes successfully closing over $7 billion in transactions across 20+ U.S. states. We maintain long-term relationships with capital providers to secure competitive terms for clients. Our research division continues to shape industry understanding of commercial real estate debt performance. For three decades, we have remained committed to delivering creative capital solutions while maintaining our reputation for excellence in transaction execution.
Services
Equity Financing
Debt Financing
CRE Research
Mezzanine Financing
Capital Advisory
Details
- Year established: 1995
Highlights and features
- 30+ years structuring CRE financing solutions since 1995
- Nationwide capital market relationships secure competitive terms
- Proprietary research indices guide data-driven decision making
- One-stop platform for full capital stack solutions
- Team with 125+ combined years of CRE financing expertise
Services
Equity Financing
We structure and place equity capital for commercial real estate transactions ranging from $5 million to $200 million. Our nationwide network connects developers with institutional investors through our affiliation with Pickwick Capital Partners. The service provides tailored solutions for all asset classes, leveraging 30 years of industry experience and $7 billion in completed transactions.
Debt Financing
Our debt financing solutions cover the complete capital stack for commercial real estate projects. We utilize long-term relationships with capital providers to secure competitive terms for clients. The service includes structuring senior loans, mezzanine financing, and preferred equity arrangements across all property types and transaction sizes.
CRE Research
We produce industry-leading research indices including the Giliberto-Levy Commercial Mortgage Performance Index (G-L 1) and High-Yield Real Estate Debt Index (G-L 2). These tools measure private-market real estate debt performance and provide benchmarking data for portfolio managers and investors since 1978.
Mezzanine Financing
Our mezzanine financing solutions provide subordinate capital for commercial real estate developments. The service offers flexible terms through our network of institutional investors, complementing senior loan structures. We've successfully arranged $11.7 million in mezzanine financing for multifamily projects in Richmond, VA.
Capital Advisory
We provide strategic capital advisory services for complex real estate ventures. The service includes transaction structuring, capital stack optimization, and market analysis. Our advisors have 125+ combined years of experience guiding clients through CRE financing challenges across 20+ U.S. states.
People
John B. Levy
President
Founder and president since 1995, John leads equity and debt placement operations. With 30+ years in CRE finance, he co-created the Giliberto-Levy indices and has closed $7B+ in transactions.
Sandler D. Passman
Equity Banker
Equity banking specialist managing sales, marketing, and relationship management. Sandler brings extensive experience in capital markets and operational analysis to our client engagements.
Dale Wittie
Affordable Housing Director
Affordable housing financing expert with 25+ years at Virginia Housing. Dale oversees multifamily financing programs and leverages deep industry knowledge to structure specialized capital solutions.
Bram J. Levy
Business Development
New business development leader with prior senior roles at Snagajob and LivingSocial. Bram focuses on expanding our market reach and client relationships in CRE financing.
Julia P. Grant
Director
Senior director with 28+ years managing firm operations. Julia plays key roles in transaction execution and client service delivery across our equity and debt financing platforms.
Questions
What commercial real estate financing services do you offer?
We provide equity financing, debt financing, mezzanine financing, and capital advisory services for commercial real estate transactions ranging from $5 million to $200 million.
Do you work with all property types?
Yes, our platform serves all asset classes including multifamily, office, retail, industrial, hotel, and mixed-use developments across the United States.
What geographic areas do you serve?
We operate nationwide with particular expertise in Mid-Atlantic markets. Our team has completed transactions in 20+ U.S. states from Virginia to California.
What research resources do you provide?
We produce the Giliberto-Levy Commercial Mortgage Performance Index (G-L 1) and High-Yield Real Estate Debt Index (G-L 2) for tracking private-market real estate debt performance.
How experienced is your team?
Our professionals have 125+ combined years of commercial real estate financing experience, with individual tenures spanning 25-30 years in the industry.