Our Company

Our Experience

Our team has decades of experience in real estate development, capital raising, and asset management with a specific niche on foreign capital.

BCL principals have raised over $1 billion in equity & have successfully deployed and returned that capital to LPs with zero defaults.

We also have experience with numerous capital raising structures including the extensively used EB-5 program in the US and have a vast network of global LPs including China, Europe, and MEA.

Proven ability to execute on a wide range of complex and sophisticated structures through its working relationship with industry leaders like   and  to ensure the best possible outcomes for LPs. Deloitte and Ernst & Young bring experience handling the ever-complicated cross border nuances—something that sets Berkeley apart from its competitors.

Key Partnerships

A key component to Berkeley Capital’s operations is –the US arm of global fund services company – JTC Group. NES will be handling all of the cash management, investor relations, reporting, auditing, statements etc. Together, NES and JTC represent $100 billion of cash management for high-profile PE funds across the globe. Essentially, all investor funds would bypass Berkeley accounts and be completely administered by this established third party service provider.

Berkeley has a working relationship with – a full service commercial mortgage provider with a servicing portfolio of nearly $26 Billion. Bellwether has access to significant top-quality real estate investment opportunities in the United States, and is a significant source of deal pipeline for Berkeley.

Berkeley has partnered with for all of its legal needs. With a substantial presence overseas—specifically in Asia—Taft not only brings the legal expertise necessary to support Berkeley, but also provides a network of connections within our field.

The Berkeley Advantage

As they say, timing is everything. Given our launch this year and the onset of one of the greatest economic challenges in history, Berkeley is uniquely positioned to prosper compared to other pre-existing PE firms in the following ways:

  • Not weighed down by any underperforming funds or portfolios.
  • Any net returns achieved will be vastly superior to PE firms who have legacy issues.
  • Other firms looking to enter the distressed asset class will always still be managing other portfolios, whereas this will be Berkeley’s sole focus.

Our Team

Michael Wager

Managing Director

Dan Gibel

Chief Financial Officer

Sam Khouri

Principal

Adnan E. Zai

Active Advisor - Strategic Partnerships

Sam Kline

Director, Finance & Operations

Michael McCurdy

Director, Business Development

Hannah Weaver

Operations Specialist

Dr. Murali Lakireddy

Advisor - Medical Real Estate

Patrick Finley

Advisor - Investments

Christopher D. Kline

Advisor - Investor Relations