CREfi Advisors

What CREfi Advisors does

CREfi Advisors is a private, for-profit consultancy firm headquartered in Trenton, United States, that provides real estate finance and investment services to clients in the commercial real estate sector. The firm was founded in 2009 and operates with a small team of 1-10 employees, positioning it as a boutique advisory practice rather than a scaled platform. The short description characterizes its offering as real estate finance and investment services, consistent with the typical scope of a CRE advisory shop that supports clients on capital sourcing, debt/equity structuring, investment underwriting, or related transaction advisory work — though the specific service mix cannot be confirmed from the source data.

Beyond the firmographic record, substantive operational intelligence is extremely limited. The company's website (crefiadvisors.com) was not accessible during data collection, displaying only a verification/loading interstitial ("One moment, please..."), and no product, pricing, customer, technology, partnership, headcount, revenue, or management information was extractable. Consequently, the underlying service delivery model, fee structure, target client profile, technology stack, and competitive positioning cannot be described with confidence. This represents a material diligence gap: any investment or partnership assessment would require direct outreach and primary-source verification before drawing conclusions about the firm's capabilities, client roster, or market position.

Based on firm size (1-10 employees), longevity (operating since 2009), and stated focus, the most plausible operating model is a relationship-driven advisory practice serving a small set of real estate owner/operator or investor clients on transaction or capital advisory mandates. Revenue is likely concentrated in project or retainer fees rather than recurring SaaS or platform economics, given the absence of any disclosed technology product or platform infrastructure.

Name

CREfi Advisors

Website

https://crefiadvisors.com

Company type

Private

Founded year

2009

Operating status

Operating

Headcount range

1–10 employees

Short description

CREfi Advisors is a privately held, boutique real estate finance and investment advisory consultancy founded in 2009 and based in Trenton, United States, operating with 1-10 employees to serve clients in the commercial real estate sector.

Ownership category

akta.pro rank

Product category

Commercial Real Estate Advisory

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Commercial Real Estate Asset Management (BPAJAMAB)

akta.pro secondary industry

Real Estate Private Credit (CRE Debt) (FSANADAG)

Keywords

• Real estate consulting
• Commercial real estate finance
• Real estate investment advisory
• CRE debt advisory
• Real estate capital advisory

Headquarters

HQ city

Trenton

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations

Core offering

CREfi Advisors is a consultancy firm that provides real estate finance and investment services. Operating with a small team of 1-10 employees, the firm advises clients on commercial real estate (CRE) capital, debt, and investment matters. Detailed service line items are not disclosed in available source material.

Differentiator

Problem solved

Functional benefit

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Direct peers

• Berkadia: CRE-focused investment sales, debt origination, and servicing platform; competes head-to-head for middle-market and larger CRE debt and equity advisory mandates.
• Northmarq: Privately held CRE debt and equity advisory, investment sales, and loan servicing firm — similar mid-sized private competitor offering mortgage banking, capital markets, and investment sales advisory.
• Walker & Dunlop: Large CRE-focused mortgage origination and advisory firm providing debt placement, investment sales, and investment management — the closest scaled analog to a CRE finance advisory boutique.
• Marcus & Millichap: CRE investment sales and financing brokerage with a national footprint covering commercial property investment, debt placement, and equity raises — directly comparable boutique-style model at greater scale.
• Hodges Ward Elliott: Boutique CRE capital markets advisor focused on investment sales, debt placement, and equity raises for institutional clients — closest size and operating model analog to CREfi Advisors.

Broad incumbents

• CBRE Group: Global CRE services giant with a large capital markets advisory practice covering debt origination, equity placement, and investment sales — directly comparable service lines to CREfi Advisors, but at vastly greater scale.
• Eastdil Secured: Premier CRE investment banking and capital markets advisor serving institutional clients with debt, equity, and structured capital solutions — operates at the high end of the same advisory value chain.
• JLL (Jones Lang LaSalle): Full-service global CRE advisory and capital markets firm offering investment sales, debt advisory, and equity placement — competes for the same CRE finance advisory mandates as a boutique like CREfi Advisors.
• Newmark Group: Public CRE services firm with a sizeable capital markets platform built largely through acquisitions of mission-oriented debt advisors — directly comparable in the CRE finance advisory space.
• JLL Capital Markets (multifamily/agency lending arms): Division of JLL focused on CRE debt advisory, equity placement, and structured financing — competes in the same mandates as smaller advisory firms through scale and balance-sheet relationships.

Market position

Strengths3 records

Weaknesses4 records

Competitive moat2 records

Key risks5 records

Key highlights4 records

Customer concentration

• LinkedInlinkedin.com/company/crefiadvisors

Revenue estimate

Valuation estimate

Number of profiles

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 CREfi Advisors