Independent Advisors & Partnerships

Berkeley has entered into strategic partnerships with established professional services firms, best-in-class developers, operators, and brokers within our core asset classes. These alliance partners ensure high-quality deal flow and access to off market opportunities. Each of our alliance partners brings decades of experience in their respective fields.

Partnerships

Matt Barkett, Chief Client Officer
Dix & Eaton

The D&E investor relations team is committed to driving client success by helping companies build best-in-class investor relations programs and providing support in high-impact situations. D&E’s capabilities include financial reporting and messaging, annual report design and content strategy, major transactions, executive transitions, investor conferences and roadshows, and board communications.

Steve Passov, Owner
Passov Real Estate Group

Passov Real Estate Group is a full-service commercial brokerage firm committed to providing the highest level of professionalism and brokerage services to all its existing and future clients. The firm specializes in tenant and landlord representation, land sales and assemblages, consulting, disposition, investment, development, and redevelopment.

Jonathan Holzman, CEO
City Club Apartments

City Club Apartments LLC is the reinvention and repositioning of a company that started over 100 years ago in Detroit, 1919. Over the course of 3 generations, from Joseph Holtzman Homes, Holtzman & Silverman through to Village Green continuing to deliver innovation and the very best in housing. In 2016, Jonathan Holtzman sold and dissolved Village Green and founded City Club Apartments LLC.

Brandi Weekley, Partner
Taft Stettinius & Hollister LLP

Taft Stettinius & Hollister LLP traces its roots back to 1885. Building on over 130 of rich history, today Taft is a modern, progressive firm which is the trusted advisor to many successful clients. With over 600 attorneys, Taft is engaged in virtually all areas of law — with clients, both individual and corporate, whose needs for legal services range from local to international in scope. The firm has 11 offices in seven states.

Tori Nook, Principal / Co-Founder
Anchor Cleveland

Anchor Cleveland provides superior brokerage services to premier national retailers, restaurants, landlords, property owners, and developers. It excels in identifying and securing key locations for expanding retailers, finding buyers for surplus properties, and finding key tenants to lease shopping center spaces.

Greg Small, CEO
Equicor

Equicor leverages a team of highly skilled and experienced associates with a range of expertise in hotel, commercial, and mixed-use development. With over $4.5B of combined experience in development and construction management, the Equicor team has established its reputation as a trusted, results-driven company.

Ankush Mehta, Founder & CEO
Bespoke Connections

Bespoke Connections is a leading, independent consultancy matching Family Offices, Private Clients and Institutional Investors to specialist managers and direct investment opportunities across mainstream and alternative asset classes.

V. Gowribalan, CEO
GRIP Investments

GRIP (DIFC) Ltd. is an investment banking and wealth management firm licensed by the Dubai Financial Services Authority (DFSA) and established within the Dubai International Financial Centre (DIFC). The service focus spans Loan Capital Markets (LCM), Debt Capital Markets (DCM), Equity Capital Markets (ECM), M&A – advisory, Wealth Management and Private Securities Marketplace.

Independent Advisors

Patrick Finley
Advisor, Investments

Adnan Zai
Advisor, Strategic Partnerships

Christopher Kline
Advisor, Investor Relations

Dr. Murali Lakireddy
Advisor, Medical Real Estate

Berkeley Capital