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Berkadia's Overview

Total employees2964
HeadquartersNew York
Founded2009

Berkadia, a joint venture of Berkshire Hathaway and Jefferies Financial Group, is an industry-leading commercial real estate company providing comprehensive services to multifamily and commercial property investors. Berkadia is renowned for its integrated mortgage banking, investment sales, and loan servicing platform, offering a full suite of solutions including debt placement, equity and structured finance, and investment sales advisory. With a strong emphasis on technology and data-driven insights, Berkadia aims to empower clients with innovative solutions and deep market expertise to achieve their investment goals across the U.S. and internationally.

Where is Berkadia's Headquarters?

HQ Function

Serves as the central hub for executive leadership, strategic planning, corporate finance, and key client relationship management for Berkadia's national and international operations.

Notable Features:

Modern office space in a prominent Midtown Manhattan building, designed to foster collaboration and equipped with advanced technology to support its operations.

Work Culture:

Characterized by a fast-paced, client-centric, and innovative environment. Employees often describe it as collaborative, with a strong focus on professional development and achieving excellence in the commercial real estate sector.

HQ Significance:

Its location in New York City provides direct access to major financial institutions, capital markets, and a diverse talent pool, reinforcing Berkadia's position as a leader in the CRE industry.

Values Reflected in HQ: The headquarters reflects Berkadia's commitment to professionalism, innovation, and market leadership through its strategic location and functional design.

Location:

While Berkadia's primary market focus is the United States, it maintains a significant global presence through its strategic operations center in Hyderabad, India. This office supports global functions including technology development, data analytics, loan servicing support, and research. Berkadia also engages in cross-border transactions and collaborates with international partners to serve client needs globally, leveraging its U.S. expertise for international investors and U.S. clients investing abroad.

Street Address:

521 Fifth Avenue, 20th Floor

City:

New York

State/Province:

NY

Country:

USA

Berkadia's Global Presence

Ambler, Pennsylvania, USA

Address: 325 Sentry Parkway, Building 5 West, Suite 200, Blue Bell, PA 19422 (Note: Ambler/Blue Bell area is a major operations hub)

Serves as a critical hub for national loan servicing and operational support, leveraging the skilled workforce in the greater Philadelphia area.

Hyderabad, India

Address: Building No. H06, Phoenix SEZ, Hitec City 2, Gachibowli(V), Serilingampally(M), Hyderabad, Telangana 500081, India

Supports global operations with technology solutions, research, analytics, and process optimization, playing a vital role in Berkadia's service delivery and innovation efforts.

Irvine, California, USA

Address: 18100 Von Karman Ave, Suite 900, Irvine, CA 92612

Facilitates origination, client management, and deal execution for Berkadia's West Coast operations, covering markets in California and other western states.

Buying Intent Signals for Berkadia

Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.

Notable news
Hiring actively
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
*Example signal, not calculated in real time

Executive Team of Berkadia

As of April 2025, Berkadia' leadership includes:

Justin Wheeler - Chief Executive Officer
Mark McCool - President, Berkadia Commercial Mortgage LLC
Hilary Provinse - Executive Vice President, Head of Mortgage Banking
D.J. Effler - Co-Head of Investment Sales
Mike Riccio - Co-Head of Investment Sales
Jeff Stuart - Chief Financial Officer
Grace Huebscher - President, Berkadia Mortgage Banking (Retired, now Advisor)

Investors of Berkadia

Berkadia has been backed by several prominent investors over the years, including:

Berkshire Hathaway
Jefferies Financial Group

Executive New Hires/Exits in the Last 12 Months

Hire2
Exits0

Berkadia continues to strengthen its leadership team with strategic appointments. Notable movements include additions to specialized sectors within multifamily and finance.

New Appointments:

Gemma Geldmacher, Gemma Geldmacher appointed as SVP and Head of Multifamily Investor Relations to strengthen client engagement and capital raising efforts.
Steve LoRusso, Steve LoRusso appointed as Senior Director to expand Berkadia's Affordable Housing platform in New England.

Technology (Tech Stack) used by Berkadia

Discover the tools Berkadia uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.

Berkadia Email Formats and Examples

Berkadia primarily utilizes the email format combining an employee's first name and last name, separated by a period, followed by the @berkadia.com domain. Variations like first initial followed by last name might exist but are less common.

[first].[last]@berkadia.com

Format

john.doe@berkadia.com

Example

90%

Success rate

News and media

Berkadia News & InsightsApril 23, 2024

Berkadia Adds Steve LoRusso to Affordable Housing Team

Berkadia announced the addition of Steve LoRusso as Senior Director on its Affordable Housing team. Based in Boston, LoRusso will focus on originating loans in the New England region and report to Tim Leonhard, SVP and Head of Berkadia Affordable Housing....more

Multi-Housing NewsFebruary 15, 2024

Berkadia Secures $46M for Dallas-Area Community

Berkadia has secured $45.9 million in acquisition financing for Aura Castiloga, a 300-unit, garden-style multifamily community in Carrollton, Texas, a suburb of Dallas. Managing Director Jason Rice of Berkadia Dallas secured the financing on behalf of the borrower, RPM Living....more

Berkadia News & InsightsOctober 26, 2023

Berkadia Welcomes Gemma Geldmacher as Head of Multifamily Investor Relations

Berkadia announced the appointment of Gemma Geldmacher as Senior Vice President, Head of Multifamily Investor Relations. In this role, Geldmacher will be responsible for leading Berkadia’s equity raising efforts for its multifamily development partners....more

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