Basis Investment Group
Basis Investment Group is a New York-based commercial real estate investment manager founded in 2009 that lends and invests across the CRE capital stack via bridge loans, structured/preferred equity, GP/LP equity, agency lending, and CMBS B-Pieces, serving middle-market borrowers, developers, and institutional investors across the U.S.
- Company typePrivate
- Founded2009
- HeadquartersNew York, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What Basis Investment Group does
Basis Investment Group is a privately held commercial real estate investment manager founded in 2009 by Tammy K. Jones and headquartered in New York City. The firm invests and lends across the commercial real estate capital stack through three core businesses: CRE credit (bridge debt, mezzanine, and structured/preferred equity), LP/GP equity, and agency lending via its licensed Fannie Mae DUS and Freddie Mac Optigo subsidiaries. It serves middle-market borrowers, developers, and institutional investors seeking flexible financing and equity capital for stabilized, transitional, and development assets across multifamily, retail, industrial, self-storage, and life sciences.
The firm's product architecture is organized around six offerings: Bridge Loan Program, Structured/Preferred Equity/Mezzanine Investments, GP/LP Equity, Agency Lending (Fannie Mae DUS / Freddie Mac Optigo), CMBS B-Piece Investments, and commingled investment vehicles (BIG Real Estate Fund I, II, and III). Basis holds SEC Registered Investment Adviser status through Basis Management Group, LLC, is a certified Minority and Woman-Owned Business, and is the first African American- and women-owned lender to obtain a Fannie Mae DUS designation. Cumulative closed transactions exceed $9.2 billion across 47 U.S. states, with origination sourced through direct relationship-based sales across offices in New York, Chicago, Dallas, D.C., Tampa, and Irvine, plus Minority Depository Institution (MDI) bank partnerships and GSE program channels.
Revenue is generated through multiple streams: transaction-based origination and servicing fees on bridge and agency loans, spread income and excess returns on CMBS B-Piece investments, fund management fees and carried interest on commingled vehicles (including BIG Real Estate Fund III), and equity participation/promote fees on GP/LP co-investments. In March 2026, Zions Bancorporation agreed to acquire the agency lending business of subsidiary Basis Multifamily Finance I, LLC (pending GSE approval), effectively monetizing that segment while Basis Investment Group continues to operate independently across its remaining debt and equity strategies.
Basis Investment Group firmographics
Firmographics- Name
- Basis Investment Group
- Legal name
- Basis Investment Group, LLC
- Website
- https://basisinvgroup.com
- Company type
- Private
- Founded year
- 2009
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Basis Investment Group is a New York-based commercial real estate investment manager founded in 2009 that lends and invests across the CRE capital stack via bridge loans, structured/preferred equity, GP/LP equity, agency lending, and CMBS B-Pieces, serving middle-market borrowers, developers, and institutional investors across the U.S.
- Ownership category
- akta.pro rank
Basis Investment Group industry classification
Industry- Product category
- Commercial Real Estate Investment Management
- NAICS
- Portfolio Management and Investment Advice (523940), Funds, Trusts, and Other Financial Vehicles (525), Other Financial Investment Activities (5239)
- SIC
- Mortgage Bankers & Loan Correspondents (6162), Investors, Nec (6799)
- akta.pro primary industry
- Real Assets — Real Estate Debt (Whole Loans, Mezzanine, CMBS/CLO) (FSAHAIAB)
- akta.pro secondary industries
- Balance-Sheet / Portfolio CRE Lending (FSALADAG), Real Estate Funds — Core-Plus (FSANAEAG), Real Estate Capital Markets Advisory (Debt/Equity Placement, Refinancing) (BPAJANAE)
Keywords
Where Basis Investment Group is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Basis Investment Group business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure, Others
Revenue model
- Debt Investment Returns: Basis generates returns through interest income and fees from bridge loans, mezzanine loans, and structured preferred equity investments in commercial real estate. Revenue is earned through origination fees, servicing fees, and investment returns on the debt instruments.
- Equity Investment Returns: Returns generated from LP equity, GP equity, and JV equity investments in commercial real estate projects. Revenue comes from equity participation, promote fees, and distributions from investment returns.
- Agency Lending Revenue: Revenue from originating and servicing multifamily loans under Fannie Mae DUS and Freddie Mac Optigo programs. Income includes origination fees, guaranty fees, and ongoing servicing rights revenue.
- CMBS B-Piece Investments: Returns from acquiring controlling class and B-Piece investments in CMBS pools. Basis purchases first-loss positions generating spread income and potential excess returns.
- Fund Management Fees: Management fees and carried interest from managing investment vehicles such as BIG Real Estate Fund III. Baltimore City Fire & Police Employees' Retirement System committed $20 million to BIG Real Estate Fund III.
Go-to-market motion1 record
Distribution channels3 records
Marketing channels5 records
Basis Investment Group product offering
Product offeringCore offering
Basis Investment Group is a commercial and multifamily real estate investment manager that invests and lends across the capital stack of stabilized, transitional, and development CRE assets. The firm originates bridge loans, structured/preferred equity, mezzanine debt, GP/LP equity, and is a licensed Fannie Mae DUS and Freddie Mac Optigo lender for multifamily agency loans. Basis also invests in controlling class and B-piece tranches of CMBS pools and manages commingled real estate funds (BIG Real Estate Fund I, II, III).
Product overview
Basis Investment Group is a full-service commercial and multifamily real estate investment platform that operates as a single integrated architecture with multiple product lines spanning the capital stack. The platform is organized around four core investment strategies—Bridge Loans, Structured/Preferred Equity/Mezzanine, GP/LP Equity, and Agency Lending (Fannie Mae/Freddie Mac)—supplemented by CMBS B-Piece investments. The firm manages commingled funds (BIG Real Estate Fund I, II, and III) that deploy these strategies across stabilized, transitional, and development assets in the US middle market. The platform also offers investor portals through third-party providers Alterdomus and Investor Cafe for fund reporting, and provides live rates through weekly rate sheets sourced from Freddie Mac and Fannie Mae.
Differentiator
Problem solved
Functional benefit
Brands
- BIG Real Estate Fund III: Private equity real estate fund focused on value-added strategy investments.
Products and services
- Bridge Loan Program Short-to-medium-term financing for commercial and multifamily properties, typically used for transitional assets, value-add opportunities, and bridge financing before permanent capital placement. Targeted at CRE property owners, developers, and operators.
- Structured/Preferred Equity/Mezzanine Investments Subordinated debt and equity investments positioned between senior debt and common equity, offering higher returns in exchange for increased risk, used for stabilization and value-creation strategies. Targeted at CRE sponsors and developers seeking flexible capital below senior debt.
- GP/LP Equity Joint venture equity partnerships where Basis participates as either general partner or limited partner, including selective GP co-investment alongside institutional investors. Targeted at CRE owners/developers seeking equity capital partners.
- Agency Lending - Fannie Mae DUS Long-term, fixed-rate multifamily financing via Fannie Mae's Delegated Underwriting and Servicing (DUS) program with delegated underwriting and servicing capabilities. Targeted at multifamily property owners and developers.
- Agency Lending - Freddie Mac Optigo Origination of small-balance and conventional multifamily loans under the Freddie Mac Optigo program. Targeted at multifamily property owners and developers seeking GSE-backed financing.
- CMBS B-Piece Investments Investment in subordinate bond tranches and controlling classes of commercial mortgage-backed securities pools, acquiring first-loss positions alongside leading institutional banks in diversified multi-property CMBS transactions. Targeted at institutional capital seeking CRE structured credit exposure.
- BIG Real Estate Fund III
Quantifiable outcome
- Nearly $9.2 billion in closed transactions
- +2 more outcomes
Companies that use Basis Investment Group
Customer profileNamed customers7 records
Segments4 records
Ideal customer profiles4 records
Basis Investment Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature3 records
Basis Investment Group partnerships and signals
Strategic signalPartnerships
Eight partnerships are on record, tiered core and secondary.
- Zions BancorporationcoreZions Bancorporation entered into a definitive agreement to acquire the agency lending business of Basis Multifamily Finance I, LLC, a subsidiary of Basis Investment Group. The transaction grants Zions direct access to Fannie Mae DUS and Freddie Mac Optigo programs for multifamily lending. Basis retains involvement as the transaction is expected to serve as a blueprint for other regional banks seeking to compete with larger national players in the multifamily space. The deal is pending regulatory approval from Fannie Mae and Freddie Mac.
- Freddie MaccoreBasis is a licensed Optigo lender for Freddie Mac, enabling origination of multifamily loans through the Freddie Mac Optigo program. Basis acquired B-Piece in Freddie Mac CMBS pools.
- Genesis BankcoreFirst-of-its-kind origination partnership with Genesis Bank, a California-chartered commercial bank focused on serving target markets of Los Angeles, Orange, Riverside, and San Bernardino Counties, California. The partnership provides increased access to capital and credit in underserved communities through a Minority Depository Institution (MDI).
- Lafayette SquaresecondaryPartnership with Lafayette Square, a Minority Financial Institution, to build partnerships with minority financial institutions across the U.S. and provide increased access to capital and credit.
- First Independence BanksecondaryMDI partnership with First Independence Bank, the only African American-owned bank headquartered in Michigan. Partnership aimed at providing increased access to capital and credit in underserved communities.
- Fannie MaecoreBasis Multifamily Finance awarded Fannie Mae Delegated Underwriting and Servicing (DUS) approval, making Basis the first African American- and women-owned lender to obtain a DUS designation.
- Extra SpacesecondaryExtra Space, a publicly traded self-storage REIT and second largest operator of self-storage facilities in the U.S., serves as third-party property manager for the six-property self-storage portfolio financed by Basis.
- Legacy Pointe PropertiessecondaryNorth Carolina-based commercial real estate developer and operator specializing in Class-A self-storage facilities. Partnered with Basis on $60M bridge loan for six-property portfolio.
Scale indicators5 records
Recent moves7 records
Expansion highlights5 records
Basis Investment Group competitors and assessment
Company assessmentDirect peers
- Meridian Capital Group: CRE mortgage brokerage arranging financing across multifamily, commercial, and structured debt — comparable to Basis's origination and capital placement capabilities.
- Artemis Real Estate Partners: Middle-market CRE investment manager operating debt, equity, and structured capital strategies — comparable to Basis's middle-market focus and full capital stack approach.
- ACORE Capital: Private CRE debt manager focused on middle-market senior and mezzanine loans — directly comparable to Basis's bridge and structured equity strategies across transitional and value-add assets.
- Square Mile Capital: Middle-market CRE debt and equity manager with bridge, mezzanine, and preferred equity offerings — direct peer to Basis on middle-market structured CRE capital.
- NewPoint Real Estate Capital: Direct CRE mortgage banking peer also operating as a Fannie Mae DUS and Freddie Mac Optigo lender focused on multifamily and middle-market CRE lending — competes with Basis Multifamily Finance for agency loan origination.
Broad incumbents
- PGIM Real Estate: Global CRE investment manager with debt, equity, and securities strategies across the capital stack — comparable to Basis's full-stack CRE platform and commingled fund offerings.
- Starwood Property Trust: Public mortgage REIT originating and acquiring CRE debt including CMBS B-pieces; comparable to Basis's CMBS B-piece and CRE lending strategy, though at much larger scale.
- Berkadia: Joint venture between Berkshire Hathaway and Jefferies offering mortgage banking, investment sales, and servicing across multifamily and CRE — directly comparable to Basis's agency lending and investment sales activities.
- JLL Capital Markets: Real estate capital markets division of Jones Lang LaSalle providing debt placement, equity placement, and investment sales — overlaps with Basis's capital markets brokerage and advisory functions.
- Walker & Dunlop: Largest U.S. Fannie Mae DUS lender and major commercial real estate capital markets provider; competes broadly with Basis across agency lending, bridge debt, and equity placement.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Basis Investment Group social profiles
Digital presenceBasis Investment Group compliance and trust
Trust signalCompliance4 records
Basis Investment Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
Basis Investment Group leadership team
Management profileNumber of profiles
Profiles2 records
Basis Investment Group subsidiaries and ownership
Company hierarchySubsidiaries2 records
Basis Investment Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Basis Investment Group M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Basis Investment Group
What does Basis Investment Group do?
Basis Investment Group is a commercial and multifamily real estate investment manager that invests and lends across the capital stack of stabilized, transitional, and development CRE assets. The firm originates bridge loans, structured/preferred equity, mezzanine debt, GP/LP equity, and is a licensed Fannie Mae DUS and Freddie Mac Optigo lender for multifamily agency loans. Basis also invests in controlling class and B-piece tranches of CMBS pools and manages commingled real estate funds (BIG Real Estate Fund I, II, III).
Is Basis Investment Group a public or private company?
Basis Investment Group is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Basis Investment Group founded?
Basis Investment Group was founded in 2009. It employs 11 to 50 people.
Where is Basis Investment Group based?
Basis Investment Group is headquartered in New York, United States, in the North America region.
How does Basis Investment Group make money?
Five revenue lines are on record. Debt Investment Returns are the primary driver. The others are equity Investment Returns, agency Lending Revenue, CMBS B-Piece Investments and fund Management Fees.
Who are Basis Investment Group's main competitors?
Direct peers on record are Meridian Capital Group, Artemis Real Estate Partners, ACORE Capital, Square Mile Capital and NewPoint Real Estate Capital. Broad incumbents are PGIM Real Estate, Starwood Property Trust, Berkadia, JLL Capital Markets and Walker & Dunlop.
Does Basis Investment Group have an API?
No public API is recorded for Basis Investment Group.
What industry is Basis Investment Group in?
Basis Investment Group's product category is Commercial Real Estate Investment Management. Its primary akta.pro industry code is FSAHAIAB, Real Assets — Real Estate Debt (Whole Loans, Mezzanine, CMBS/CLO), with a secondary code of FSALADAG, Balance-Sheet / Portfolio CRE Lending. Its NAICS code is 523940 and its SIC code is 6162.