Patterson Real Estate Advisory

What Patterson Real Estate Advisory does

Patterson Real Estate Advisory Group is a capital placement and real estate finance advisory firm founded in 2009 and headquartered in Atlanta, Georgia. The firm represents commercial real estate owners and developers seeking to access investors across all levels of the capital stack, providing debt placement (construction, bridge, permanent, mezzanine, A/B note structures, participating debt, and forward commitments), equity raises (Co-GP, LP, and preferred equity), and a broader financial advisory platform covering loan restructurings, property acquisitions, note acquisitions, partnership structuring, property valuation, opportunity zone consulting, and historic/new market tax credit advisory. Coverage spans multifamily, office, hotel, industrial, retail, student housing, senior living, marinas, RV resorts, and land.

The firm operates a regional office model across six U.S. cities — Atlanta (headquarters), Charleston, Charlotte, Dallas, Nashville, and Tampa — with each office typically led by a Senior or Managing Director & Partner. Since inception, Patterson has closed more than 575 transactions encompassing over $13.4 billion in capital placement and $20 billion in total transactional value. The team comprises approximately 26 named professionals on the public website (founders, managing directors, partners, associate directors, analysts, associates, and operations staff), though firmographics indicate a 101-250 employee range; the discrepancy is unresolved in the source data.

Revenue is generated through transaction fees on capital placement engagements and professional services fees for financial advisory mandates, with pricing negotiated on a transaction-by-transaction basis and not publicly disclosed. Go-to-market is exclusively direct, enterprise field sales via partner-led relationship engagement; there is no marketplace, self-serve channel, or proprietary technology platform. Marketing relies on a quarterly "Capital Views" newsletter, executive thought leadership at ULI, NAIOP, BisNow, and ICSC events, and organic social presence on LinkedIn, Facebook, and Twitter. The ownership structure appears to be founder-led, with M Lance Patterson as Founder & CEO and equity distributed among partner-level employees; no external investors, private equity backing, or parent company affiliations are disclosed.

Name

Patterson Real Estate Advisory

Legal name

Patterson Real Estate Advisory Group

Website

https://pattersonreag.com

Company type

Private

Founded year

2009

Operating status

Operating

Headcount range

101–250 employees

Short description

Patterson Real Estate Advisory Group is a Southeast U.S.-focused capital placement and real estate finance advisory firm that arranges debt, equity, and financial advisory solutions for commercial real estate owners and developers across multiple property types.

Ownership category

akta.pro rank

Headquarters

HQ city

Atlanta

HQ country

United States

HQ region

North America

Offices6 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Others

Revenue model

1. Capital Placement Fees: Fees earned for arranging debt placement, equity raises, and recapitalizations for commercial real estate owners and developers. The firm matches client capital needs with appropriate capital providers across the capital stack.
2. Financial Advisory Services: Strategic consulting fees for loan restructurings, property acquisitions, note acquisitions, partnership structuring, property valuation, and development advisory including opportunity zones and tax credit consultation.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

Patterson Real Estate Advisory Group is a boutique capital placement and real estate finance advisory firm that represents commercial real estate owners and developers. It arranges debt placement (construction, bridge, permanent, mezzanine, A/B note structures, participating debt, forward commitments) and equity raises (Co-GP, LP, preferred) across all levels of the capital stack, and provides financial advisory services including loan restructurings, property and note acquisitions, partnership structuring, valuation, and opportunity zone and tax credit consulting.

Product overview

Patterson Real Estate Advisory Group is a capital placement and real estate finance advisory firm that provides strategic financial analysis and counsel along with creative capitalization structures. The company operates as a unified advisory platform offering capital formation services (including equity raises and debt placement across all forms of the capital stack) and comprehensive financial advisory services. Since inception, Patterson has closed more than 575 transactions encompassing over $13.4 billion in capital placement and $20 billion in total transactional value across multiple property types including multifamily, office, hotel, industrial, retail, student housing, senior living, marinas, RV resorts, and land.

Differentiator

Problem solved

Functional benefit

Brands

• Capital Views: The company's periodic newsletter covering real estate capital markets insights

Products and services

• Capital Formation Services
• Debt Placement
• Equity Raises
• Financial Advisory Services

Named customers3 records

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators4 records

Recent moves8 records

Expansion highlights5 records

Direct peers

• Stan Johnson Company: Stan Johnson Company is one of the largest net-lease and CRE capital markets intermediaries, arranging single-tenant and sale-leaseback transactions. Comparable capital placement model focused on a CRE niche.
• Eastdil Secured: Eastdil Secured is a premier private CRE investment banking and capital markets advisor. Like Patterson, it arranges debt and equity placements across the capital stack for commercial real estate owners and developers, though it operates at the institutional/large-deal end of the market.
• Walker & Dunlop: Walker & Dunlop is one of the largest CRE finance intermediaries in the U.S., originating and placing multifamily and commercial debt. Comparable to Patterson in its debt placement focus and intermediation model, though at meaningfully greater scale.
• Northmarq: Northmarq is a privately held CRE capital markets firm that arranges debt and equity for commercial properties nationally. Closely comparable boutique-to-mid-size capital advisory model, though Northmarq operates across more U.S. geographies.
• BGL Real Estate Partners: BGL Real Estate Partners is the real estate investment banking arm of Brown Gibbons Lang, advising on debt placement, equity raises, and recapitalizations for CRE owners and developers. Closely comparable boutique CRE capital advisory model.
• Greystone: Greystone is a national CRE finance and advisory firm providing debt placement, equity raises, and loan servicing across multifamily and healthcare real estate. Comparable in its intermediation of CRE capital across the stack.

Broad incumbents

• Newmark Group: Newmark is a full-service CRE services firm with a Capital Markets division that arranges debt and equity for owners and developers. It is comparable as a CRE capital markets advisor, but operates at far larger scale and across multiple geographies.
• JLL Capital Markets: JLL's Capital Markets group provides debt placement, equity placement, and recapitalization advisory across all property types. Overlaps with Patterson on core capital placement services but JLL operates as a global, full-service CRE platform.
• CBRE Capital Markets: CBRE's Debt & Structured Finance and Investment Properties groups arrange debt and equity for CRE clients globally. Highly comparable capital placement services but embedded in a much larger diversified real estate services platform.
• Marcus & Millichap: Marcus & Millichap provides investment sales, financing, and advisory services for CRE across the U.S. Comparable in its intermediation role for CRE capital, though its model leans more toward investment sales transactions than capital stack advisory.

Market position

Strengths5 records

Weaknesses2 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/suzanneholman24
• Facebookfacebook.com/Patterson-Real-Estate-Advisory-Group-1766765633625384
• LinkedInlinkedin.com/company/patterson-real-estate-advisory-group

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 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 Patterson Real Estate Advisory