Concord Summit Capital

What Concord Summit Capital does

Concord Summit Capital is a privately held U.S. commercial real estate capital markets advisory firm, headquartered at 1450 Brickell Avenue in Miami, Florida, with regional offices in New York, Dallas–Fort Worth, Denver, and Los Angeles. Founded in 2019, the firm operates as a two-sided intermediary between CRE sponsors (developers, owners, value-add operators, and investors) and capital providers (banks, debt funds, private equity firms, family offices, and agencies such as Fannie Mae, Freddie Mac, and HUD/FHA), structuring and placing debt, mezzanine, preferred equity, JV equity, and LP equity solutions. Transaction sizes range from $3 million to $1 billion across major asset classes including multifamily, office, retail, hospitality, industrial, mixed-use, and land; the firm publicly claims more than $38 billion in cumulative closed financings across 300+ transactions.

The platform is organized around four core service lines — Debt Financing (senior debt, bridge loans, construction financing, agency debt), Structured Finance (mezzanine and preferred equity), Equity (JV and LP equity, co-investment), and Advisory (capital stack optimization, recapitalizations, distressed advisory, and NPL resolution). Revenue is generated on a transaction-fee basis, with producer compensation consisting of draw, commission splits, and overrides structured to each producer's business plan. The firm reports a "Top 10%" self-positioning among CRE finance intermediaries and maintains strategic alignments with Summit Investment Management (distressed/NPL acquisitions, $1.8B+ deployed), Concord Wilshire Companies ($13B+ in developed and acquired assets), and CS Funding Group (bridge and construction lender, $20M–$400M).

The leadership team includes Chairman and Co-CIO Kevin O'Grady (40 years' experience, $35B+ lifetime closed transactions), Co-CIOs and Co-Founders CJ Burger and Nate Sirang, and a bench of Senior Managing Directors, Managing Directors, Vice Presidents, and Directors across offices. The firm is currently building an internal AI platform aimed at productivity and origination and has hired a Director of AI Origination to staff the capability. Customer acquisition is relationship-driven (enterprise field sales, industry events, and an inbound website inquiry pipeline), with no productized SaaS or app, no public revenue disclosure, and no disclosed external funding rounds — growth has been funded organically off retained earnings.

Name

Concord Summit Capital

Legal name

Concord Summit Capital LLC

Website

https://concordsummit.com

Company type

Private

Founded year

2019

Operating status

Operating

Headcount range

1–10 employees

Short description

Concord Summit Capital is a U.S. commercial real estate capital markets advisory firm that arranges debt and equity financing for sponsors across all major asset classes, with $38B+ in cumulative closed financings and offices in five national markets.

Ownership category

akta.pro rank

Headquarters

HQ city

Miami

HQ country

United States

HQ region

North America

Offices5 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Advisory/Intermediary Fees: The firm serves as an intermediary between sponsors and providers of capital, earning fees for structuring and executing financing solutions. Advisory teams provide fee-based services for structured debt and equity financing, matching clients with capital opportunities from engagement through underwriting, negotiation, and closing.
2. Commission and Override Compensation: Performance-driven compensation structure with commission splits and overrides for producers who originate and close transactions. Compensation consists of draw, commission splits, and overrides tailored to each producer's business plan and market.

Pricing tiers

Go-to-market motion3 records

Distribution channels2 records

Marketing channels4 records

Core offering

Concord Summit Capital is a commercial real estate capital markets advisory firm that acts as an intermediary between real estate sponsors and capital providers. It structures and places debt, mezzanine/preferred equity, joint venture and limited partner equity, and standalone advisory mandates across all major commercial real estate asset classes, with transaction sizes ranging from $3 million to $1 billion. The firm has closed more than $38 billion across 300+ financings since founding.

Product overview

Concord Summit Capital operates as a commercial real estate capital markets advisory platform offering four core service lines: Debt Financing (Senior Debt & Bridge Lending), Structured Finance (Mezzanine & Preferred Equity), Equity (JV Equity & Common LP Equity), and Advisory (Engagement Services). The platform specializes in structured debt and equity solutions across all major asset classes including multifamily, office, retail, hospitality, industrial, mixed-use, and land. Transactions range from $3 million to $1 billion. The company also leverages an internal AI platform to enhance operational efficiency and execution.

Differentiator

Problem solved

Functional benefit

Products and services

• Debt Financing Sourcing and placement of senior and subordinate commercial real estate debt for sponsors on transactions ranging from $3 million to $1 billion across all major CRE asset classes.
• Structured Finance (Mezzanine / Preferred Equity) Placement of mezzanine debt and preferred-equity capital to bridge gaps between senior debt and sponsor equity for commercial real estate acquisitions, refinancings, and developments.
• Equity Placement (JV / LP) Sourcing joint venture and limited partner equity capital for commercial real estate sponsors across all major asset classes.
• Advisory Standalone capital-markets advisory mandates for commercial real estate sponsors, including recapitalization strategy, capital-structure analysis, and transaction execution support.

Quantifiable outcome

• $38B+ in closed commercial real estate transactions
• +2 more outcomes

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability1 record

Feature1 record

Partnerships

Three partnerships are on record, tiered minor and core.

• George Smith PartnersminorChannel Partner/ Reseller/ Distributor · 20 August 2025George Smith Partners collaborated with Concord Summit Capital to arrange financing for Visionary Developments' $46.6 million construction loan for a 189-unit affordable housing complex in Echo Park, Los Angeles.
• Summit Investment ManagementcoreStrategic or Co-development PartnerStrategic alignment with Summit Investment Management, which acquires distressed assets and non-performing loans from banks and financial institutions nationwide. Summit Investment Management has been in business for 20 years, headquartered in Denver, with over $1.8 billion deployed across industries and capital structures.
• Concord Wilshire CompaniescoreStrategic or Co-development PartnerStrategic alignment with Concord Wilshire Companies, a national real estate development and investment firm based in Los Angeles with more than $13 billion in total developed and acquired assets. Provides differentiated market insight and execution capabilities.

Scale indicators5 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Northmarq: Privately held CRE capital markets advisor providing debt, equity, and investment sales across multifamily, office, industrial, retail, and healthcare. Closely comparable mid-sized competitor with national reach.
• Meridian Capital Group: NYC-based CRE debt and equity intermediary that arranges financing across all major asset classes. Operates as a direct competitor to CSC on mid-market to large sponsor financings with a similar transaction-based fee model.
• George Smith Partners: Los Angeles-based commercial real estate capital markets advisor that arranges debt and equity for sponsors. CSC has already co-arranged financings with GSP, making it the closest direct comparable in boutique CRE capital advisory.
• Marcus & Millichap Capital Corporation: CRE capital markets intermediary that arranges debt and equity financing for commercial properties. Targets a similar sponsor profile to CSC with a comparable transaction mix across asset classes and sizes.

Broad incumbents

• Walker & Dunlop: Large CRE finance intermediary specializing in multifamily debt placement including Fannie Mae, Freddie Mac, and HUD executions. Overlaps with CSC's agency debt and bridge/construction products for multifamily sponsors.
• Newmark Group: Public CRE services firm offering capital markets, investment sales, and loan servicing. Competes with CSC on debt and equity placement mandates across office, multifamily, industrial, and retail asset classes.
• Eastdil Secured: Private investment bank focused on CRE investment sales and capital markets. Competes for larger and more complex CRE financings where CSC's institutional execution positioning overlaps.
• JLL Capital Markets: Global CRE services firm with a large capital markets debt and equity placement practice. Overlaps with CSC across the same sponsor base but operates at much greater scale and brand recognition as part of a full-service platform.
• Berkadia: CRE capital markets and mortgage brokerage joint venture that arranges debt and equity for commercial and multifamily properties. Competes with CSC across mid-market and larger sponsor financings nationwide.
• CBRE Capital Markets: Largest CRE services platform with investment sales, debt placement, and equity placement. Competes with CSC for larger sponsor mandates while also serving institutional seller clients across all major asset classes.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/concord-summit-capital

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Concord Summit Capital