John B. Levy & Company
John B. Levy & Company is a privately-held real estate investment bank founded in 1995, providing debt and equity capital placement and advisory for $5M-$200M commercial real estate transactions. It serves developers, sponsors, and property owners in the Mid-Atlantic and Southeast, and operates the Giliberto-Levy CRE debt benchmark indices.
- Company typePrivate
- Founded1995
- HeadquartersGlen Allen, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What John B. Levy & Company does
John B. Levy & Company, Inc. is a privately-held, Delaware-incorporated real estate investment banking firm founded in 1995 and headquartered in Glen Allen, Virginia. The firm provides strategic advisory and capital placement for commercial real estate transactions ranging from $5 million to $200 million across all major asset classes, serving developers, sponsors, and property owners primarily across the Mid-Atlantic and Southeast United States. Broker-dealer capability is delivered through the firm's affiliate Pickwick Capital Partners, LLC, a FINRA and SIPC member. Over 30 years the firm has completed more than $7 billion in transactions across 20+ U.S. states, and it invests its own proprietary capital alongside sponsor equity to align incentives with clients.
The firm's core product is end-to-end capital stack advisory, covering acquisition financing, refinancing, construction financing, and recapitalizations through debt, mezzanine, preferred equity, and institutional equity placements. Underlying the advisory business is a proprietary commercial real estate debt research franchise built around the Giliberto-Levy indices. G-L 1, co-created in 1993, is the industry's first loan-level performance benchmark for senior commercial mortgages and contains more than 50 years of historical data tracking nearly 87,000 loans with $1.1 trillion in original principal balances. G-L 2, launched in 2018, is the first and only independent third-party benchmark for high-yield CRE debt (mezzanine, second mortgages, leveraged whole loans, B-notes, preferred equity). The indices, combined with a proprietary pricing matrix for marking loans to market, generate recurring subscription revenue (G-L 1 at $7,875 per year) and reinforce the firm's positioning as a recognized authority in CRE debt benchmarking.
Revenue is generated through three streams: transaction-based advisory and placement fees on debt and equity capital placements; recurring subscription fees from institutional users of the G-L indices; and returns on the firm's own co-invested equity deployed alongside sponsors. Distribution is direct and relationship-based, supported by the annual Equity & Debt Summit, content-driven market insights publishing, and an active LinkedIn presence. The firm is led by founder and President John B. Levy, with a small senior team whose tenure and prior institutional experience (notably Dale Wittie's 25+ years at Virginia Housing) underpin the franchise's credibility with life insurance companies, pension funds, and other institutional capital sources.
John B. Levy & Company firmographics
Firmographics- Name
- John B. Levy & Company
- Legal name
- John B. Levy & Company, Inc.
- Website
- https://jblevyco.com
- Company type
- Private
- Founded year
- 1995
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- John B. Levy & Company is a privately-held real estate investment bank founded in 1995, providing debt and equity capital placement and advisory for $5M-$200M commercial real estate transactions. It serves developers, sponsors, and property owners in the Mid-Atlantic and Southeast, and operates the Giliberto-Levy CRE debt benchmark indices.
- Ownership category
- akta.pro rank
John B. Levy & Company industry classification
Industry- Product category
- Commercial Real Estate Investment Banking
- NAICS
- Mortgage and Nonmortgage Loan Brokers (522310), Portfolio Management and Investment Advice (523940)
- SIC
- Loan Brokers (6163), Security Brokers, Dealers & Flotation Companies (6211)
- akta.pro primary industry
- Real Estate Capital Markets Advisory (Debt/Equity Placement, Refinancing) (BPAJANAE)
- akta.pro secondary industry
- Corporate Finance & Capital Advisory (BPAHADAB)
Keywords
Where John B. Levy & Company is headquartered
LocationHeadquarters
- HQ city
- Glen Allen
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
John B. Levy & Company business model
Business model- GTM type
- B2B
- Offering type
- Services
Revenue model
- Capital Advisory and Transaction Fees: Fees earned for structuring and placing debt and equity for commercial real estate transactions. Services include acquisition financing, refinancing, construction financing, and recapitalizations for transactions ranging from $5-200 million.
- Research Index Subscriptions: Annual subscription to G-L 1 index at $7,875 per year, including quarterly issues of the Giliberto-Levy Monitor report, quarterly returns broken down by property type, historical database with data back to 1978, and proprietary analyzer software.
- Equity Co-Investment Returns: The firm invests its own proprietary capital in transactions alongside sponsors, generating returns on co-invested equity positions in deals structured through their affiliation with Pickwick Capital Partners, LLC.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | G-L 1 Commercial Mortgage Performance Index - Annual Subscription |
Go-to-market motion2 records
Distribution channels1 record
Marketing channels4 records
John B. Levy & Company product offering
Product offeringCore offering
John B. Levy & Company is an independent real estate investment banking firm that structures and places debt and equity capital for commercial real estate transactions ranging from $5 million to $200 million. The firm provides integrated capital stack solutions covering acquisition financing, refinancing, construction financing, and recapitalizations, complemented by two proprietary commercial mortgage performance indices (G-L 1 and G-L 2). Broker-dealer services are delivered through the firm's affiliation with Pickwick Capital Partners, LLC.
Product overview
John B. Levy & Company is an independent real estate investment banking firm offering a unified capital solutions platform centered on strategic advisory and capital placement services. The core offering comprises equity and debt financing advisory for commercial real estate transactions ranging from $5 million to $200 million, delivered through the firm's affiliation with Pickwick Capital Partners, LLC. The product portfolio is complemented by two proprietary research indices: the Giliberto-Levy Commercial Mortgage Performance Index (G-L 1), which tracks senior commercial mortgage loan performance, and the Giliberto-Levy High-Yield Real Estate Debt Index (G-L 2), which benchmarks high-yield CRE debt instruments. Together, these products provide integrated capital stack solutions alongside market-leading performance benchmarking for institutional investors.
Differentiator
Problem solved
Functional benefit
Brands
- Giliberto-Levy Indexes (G-L 1 and G-L 2): Industry-leading commercial real estate debt research indices including the Giliberto-Levy Commercial Mortgage Performance Index (G-L 1) and the Giliberto-Levy High-Yield Real Estate Debt Index (G-L 2)
Products and services
- Equity & Debt Financing
Quantifiable outcome
- Q3 2024 G-L 2 High-Yield Index returned 2.53%, up from revised 1.06% in previous quarter
- +2 more outcomes
Companies that use John B. Levy & Company
Customer profileNamed customers6 records
Segments3 records
John B. Levy & Company technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature2 records
John B. Levy & Company partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Michael GilibertocoreCo-creator of the Giliberto-Levy indices (G-L 1 and G-L 2). Co-developed the first index to track commercial mortgage investment performance and the benchmark for high-yield CRE debt.
Scale indicators6 records
Recent moves5 records
Expansion highlights5 records
John B. Levy & Company competitors and assessment
Company assessmentDirect peers
- Berkadia Commercial Mortgage: CRE capital markets firm jointly owned by Berkshire Hathaway and Jefferies, providing multifamily and commercial debt origination, equity placement, and loan servicing. Comparable in CRE debt advisory with significant institutional backing.
- Northmarq: Private CRE capital markets firm providing debt origination, equity placement, and investment sales with regional offices across the U.S. Closely comparable to JBLco as a boutique-to-mid-market CRE capital advisor with similar transaction size bands.
- Walker & Dunlop: Large CRE finance company providing debt origination, equity capital, and investment sales across multifamily and commercial properties. Closely comparable to JBLco in CRE capital advisory with overlapping sponsor relationships and asset class focus.
- Greystone: National CRE finance and advisory firm offering debt origination, equity placement, and servicing with strong multifamily and affordable housing expertise. Comparable to JBLco's debt/equity placement model, with Dale Wittie's Virginia Housing background overlapping Greystone's FHA-heavy focus.
Broad incumbents
- Eastdil Secured: Leading global real estate investment bank specializing in CRE capital markets advisory, debt and equity placement, and structured financing. Comparable to JBLco as a CRE capital markets advisor, but operates at vastly larger scale with national/international deal capabilities.
- CBRE Capital Markets: Largest global CRE services firm with integrated debt and equity placement, investment sales, and structured financing. Direct competitor in CRE capital advisory, though serving a much broader and larger client base across geographies.
- JLL Real Estate Capital Markets (Multifamily Finance): JLL's multifamily finance division focuses specifically on agency, bridge, and CMBS debt origination. Comparable to JBLco's transaction types, especially in the multifamily asset class that dominates JBLco's deal book.
- Newmark Group: Publicly traded CRE services firm offering investment sales, debt placement, and loan servicing across asset classes. Comparable in CRE debt and equity advisory but operates nationally with much larger transaction capacity.
- JLL Capital Markets: Global CRE services platform with a dedicated capital markets group providing debt origination, equity placement, and investment sales. Overlaps with JBLco's CRE debt and equity placement business but at a much larger institutional scale.
Emerging players
- Mortgage Capital Trading (MCT): Capital markets advisory and analytics provider for CRE and mortgage finance, offering pricing, hedging, and pipeline management tools. Adjacent to JBLco's G-L index business and CRE debt advisory but focused more on secondary market analytics.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat5 records
Key risks5 records
Key highlights6 records
Customer concentration
John B. Levy & Company social profiles
Digital presenceJohn B. Levy & Company compliance and trust
Trust signalCompliance2 records
John B. Levy & Company financial estimates
Financial estimateRevenue estimate
Valuation estimate
John B. Levy & Company leadership team
Management profileNumber of profiles
John B. Levy & Company funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
John B. Levy & Company 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 John B. Levy & Company
What does John B. Levy & Company do?
John B. Levy & Company is an independent real estate investment banking firm that structures and places debt and equity capital for commercial real estate transactions ranging from $5 million to $200 million. The firm provides integrated capital stack solutions covering acquisition financing, refinancing, construction financing, and recapitalizations, complemented by two proprietary commercial mortgage performance indices (G-L 1 and G-L 2). Broker-dealer services are delivered through the firm's affiliation with Pickwick Capital Partners, LLC.
Is John B. Levy & Company a public or private company?
John B. Levy & Company is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was John B. Levy & Company founded?
John B. Levy & Company was founded in 1995. It employs 11 to 50 people.
Where is John B. Levy & Company based?
John B. Levy & Company is headquartered in Glen Allen, United States, in the North America region.
How does John B. Levy & Company make money?
Three revenue lines are on record. Capital Advisory and Transaction Fees are the primary driver. The others are research Index Subscriptions and equity Co-Investment Returns.
Who are John B. Levy & Company's main competitors?
Direct peers on record are Berkadia Commercial Mortgage, Northmarq, Walker & Dunlop and Greystone. Broad incumbents are Eastdil Secured, CBRE Capital Markets, JLL Real Estate Capital Markets (Multifamily Finance), Newmark Group and JLL Capital Markets. Mortgage Capital Trading (MCT) is listed as an emerging player.
Does John B. Levy & Company have an API?
No public API is recorded for John B. Levy & Company.
What industry is John B. Levy & Company in?
John B. Levy & Company's product category is Commercial Real Estate Investment Banking. Its primary akta.pro industry code is BPAJANAE, Real Estate Capital Markets Advisory (Debt/Equity Placement, Refinancing), with a secondary code of BPAHADAB, Corporate Finance & Capital Advisory. Its NAICS code is 522310 and its SIC code is 6163.