The Walden Group
The Walden Group is a privately held commercial mortgage broker founded in 1993 and based in North Merrick, NY, arranging commercial, multi-family, hotel, mixed-use, church, and SBA loans nationwide through its direct correspondent network.
- Company typePrivate
- Founded1993
- HeadquartersMerrick, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What The Walden Group does
The Walden Group is a privately held commercial mortgage brokerage established in 1993 and headquartered in North Merrick, New York. The firm acts as a direct correspondent to multiple lending institutions, arranging financing for borrowers across several verticals: commercial real estate (office, industrial, mini-storage, retail), multi-family residential, hospitality/hotels, mixed-use properties, and churches/religious organizations, supplemented by Small Business Administration (SBA) loan programs (7A, Express, and 504). The Walden Group structures multi-phase financing typically through a single lender and can arrange equity or joint ventures for qualified transactions, with a core affiliation with Alliance Bank anchoring its lender network.
The company's technology footprint is modest: an informational website (thewaldengroup.biz) featuring client-side mortgage tools—a payment calculator, credit score and report guidance, and a mortgage terms glossary—none of which transmit data back to the firm. There is no mobile app, public API, SDK, or proprietary lending platform. The website design dates to 2014, suggesting limited recent technology investment.
Revenue is generated through transaction-based brokerage and origination fees on loans facilitated through the firm's lender network. Pricing is quote-based and not publicly disclosed; SBA products have defined size ranges (Express $100K–$350K, 7A and 504 up to $5M) with loan-to-values up to 90%. GTM is sales-led through a team of approximately ten named loan officers, managers, processors, and a senior consultant who respond to inbound inquiries via phone, email, and website contact forms. Operations are concentrated in the New York metropolitan area with nationwide lending capabilities claimed across the USA.
The Walden Group firmographics
Firmographics- Name
- The Walden Group
- Legal name
- The Walden Group
- Website
- https://thewaldengroup.biz
- Company type
- Private
- Founded year
- 1993
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- The Walden Group is a privately held commercial mortgage broker founded in 1993 and based in North Merrick, NY, arranging commercial, multi-family, hotel, mixed-use, church, and SBA loans nationwide through its direct correspondent network.
- Ownership category
- akta.pro rank
The Walden Group industry classification
Industry- Product category
- Commercial Mortgage Lending
- NAICS
- Mortgage and Nonmortgage Loan Brokers (522310), Real Estate Credit (522292)
- SIC
- Loan Brokers (6163), Mortgage Bankers & Loan Correspondents (6162)
- akta.pro primary industry
- Commercial & Multifamily Mortgage Brokers (FSALABAB)
- akta.pro secondary industries
- Correspondent Mortgage Lending (Delegated & Non-Delegated) (FSALACAB), Commercial & Multifamily Correspondent Lending (FSALACAH)
Keywords
Where The Walden Group is headquartered
LocationHeadquarters
- HQ city
- Merrick
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
The Walden Group business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Mortgage Brokerage Fees: The company acts as a mortgage broker arranging financing between borrowers and lenders. Revenue is generated through origination fees, brokerage commissions, and potentially points charged on loans facilitated through their network of lending sources.
- SBA Loan Arrangement: Facilitates Small Business Administration loans including Express loans ($100K-$350K), 7A loans (up to $5M), and 504 program loans (up to $5M). Revenue generated through loan arrangement fees and potentially guarantee fees associated with SBA lending.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Transaction based/ take rate | Multi-year contract | SBA Express Loan: $100,000 to $350,000 |
| Transaction based/ take rate | Multi-year contract | SBA 7A Loan: Up to $5,000,000 |
| Transaction based/ take rate | Multi-year contract | SBA 504 Program: Up to $5,000,000 |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels2 records
The Walden Group product offering
Product offeringCore offering
The Walden Group acts as a commercial mortgage broker and direct correspondent arranging financing between borrowers and a network of lending institutions. Its portfolio includes commercial, multi-family, hotel, mixed-use, and church mortgages, along with SBA loan programs (7A, Express, and 504), supported by 30+ years of multi-phase financing structuring and affiliation with Alliance Bank.
Product overview
The Walden Group is a commercial mortgage lending firm established in 1993 that operates a portfolio of lending products centered on commercial real estate financing. The core offering consists of specialized mortgage products including Commercial Mortgages, Multi-family Use Mortgages, Hotel Mortgages, Mixed Use Mortgages, and Church Mortgages, supplemented by Small Business Administration (SBA) loan programs (7A, Express, and 504). The company also provides borrower-facing mortgage tools including a Calculator, Credit Score and Report guidance, and Mortgage Terms glossary. The firm acts as a direct correspondent to multiple lending institutions and has an affiliation with Alliance Bank. Financing is structured through multi-phase arrangements, often with single lenders, and can include equity arrangements or joint ventures for qualified transactions.
Differentiator
Problem solved
Functional benefit
Products and services
- Commercial Mortgages Loan products and programs for commercial real estate including office, industrial, mini-storage, and retail properties. The company acts as a direct correspondent to multiple lending institutions to provide customized financing solutions and optimum pricing.
- Multi-family Use Mortgage Lending services for multi-family properties ranging from small complexes to large multi-building complexes with hundreds or thousands of units. The company leverages a direct access network of lenders to arrange financing with efficiency.
- Hotel Mortgage Hospitality market financing for large hospitality organizations, franchise operators, and independent hotels. The company works with lenders that understand the hospitality market to satisfy capital requirements.
- Mixed Use Mortgage Financing for properties containing a combination of commercial (typically retail) space and residential units. The company analyzes transactions and positions them to appeal to lenders.
- Church Mortgage Specialized lending for churches and religious organizations for construction, remodeling, refinancing, property purchase, and facility acquisition. The company represents the borrower rather than lenders to secure favorable terms.
- SBA 7A Loan Small Business Administration loan program for property and business acquisition, construction, leasehold improvements, working capital, equipment leasing, and inventory, with loans up to $5,000,000.
- SBA Express Loan SBA Express loan program ranging from $100,000 to $350,000 for smaller business financing needs.
- SBA 504 Program SBA 504 program with loans up to $5,000,000 depending on business or project type, offering loan-to-values up to 90% of the project.
Quantifiable outcome
- Loan-to-values up to 90% available through SBA programs
- +1 more outcomes
Companies that use The Walden Group
Customer profileSegments6 records
Ideal customer profiles6 records
The Walden Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature3 records
The Walden Group partnerships and signals
Strategic signalScale indicators2 records
Recent moves4 records
Expansion highlights4 records
The Walden Group competitors and assessment
Company assessmentDirect peers
- Northmarq: Privately held CRE capital intermediary that arranges debt and equity for multifamily, retail, office, industrial and hospitality properties through a national network of capital sources. Closely comparable to Walden's broker/correspondent model for multifamily and commercial mortgages, including customized multi-phase structuring.
- Live Oak Bank: National, digitally-focused small business and SBA lender originating USDA, SBA 7(a) and 504 loans across numerous owner-occupied verticals including hospitality, healthcare and franchised businesses. Direct comparable to Walden's SBA Express, 7A and 504 origination practice, with similar long-term (7-25 year) small-business financing products.
- Berkadia Commercial Mortgage: Joint venture between Berkshire Hathaway and Jefferies offering commercial real estate debt origination, sales and servicing with broad product coverage including multifamily, hotel and mixed-use. Direct peer to Walden on broker-arranged commercial and multifamily mortgages for similar mid-market property owners.
- Calkain Companies: Specialty net-lease and commercial real estate investment sales / financing brokerage focused on retail, office and mixed-use properties. Comparable niche intermediary model to Walden's CRE mortgage brokerage for similarly sized commercial property owners and investors.
- Newtek Business Lending: Specialty finance platform originating SBA 7(a) loans and other small-business credit products to owner-operated businesses. Directly comparable to Walden's SBA program offering, particularly for working capital, acquisition and equipment financing to small businesses across the same target verticals.
Broad incumbents
- JLL Capital Markets (Debt Advisory): Global commercial real estate services firm whose Debt & Equity Advisory group arranges construction, permanent and structured financing for office, industrial, multifamily, hotel and mixed-use assets. Overlaps Walden's product set at the broker/correspondent level, but operates as part of a much broader real estate services platform serving institutional clients.
- Walker & Dunlop: Large-scale commercial real estate finance company originating, servicing and brokering multifamily and CRE debt through a national platform. Comparable to Walden as both serve commercial/multifamily borrowers via correspondent and broker channels, though Walker & Dunlop operates at substantially greater scale with institutional servicing capabilities.
- HFF (now part of JLL) / Eastdil Secured: Institutional CRE capital markets advisors arranging debt and equity for large, complex commercial and multifamily transactions. Tangentially comparable to Walden's commercial/multi-family brokerage at the high end of the market, though focused on much larger institutional deals.
- Newmark Group: Full-service commercial real estate advisory with a Capital Markets group that arranges debt and equity financing for office, multifamily, hotel and mixed-use properties. Comparable activity to Walden's commercial mortgage brokerage across similar property types, though Newmark is a publicly traded, diversified CRE services firm.
Regional players
- Church Development Fund / Mission-Lending Institutions: Specialty church and faith-based lenders (e.g., Evangelical Lutheran Church Mission Investment Fund, Church of the Nazarene IMSS) that provide construction, refinance and facility-acquisition financing to congregations and religious organizations. Closely comparable to Walden's church mortgage niche, though these typically lend directly from their own balance sheet rather than intermediating.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat3 records
Key risks6 records
Key highlights7 records
Customer concentration
The Walden Group social profiles
Digital presenceThe Walden Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
The Walden Group leadership team
Management profileNumber of profiles
Profiles9 records
The Walden Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
The Walden 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 The Walden Group
What does The Walden Group do?
The Walden Group acts as a commercial mortgage broker and direct correspondent arranging financing between borrowers and a network of lending institutions. Its portfolio includes commercial, multi-family, hotel, mixed-use, and church mortgages, along with SBA loan programs (7A, Express, and 504), supported by 30+ years of multi-phase financing structuring and affiliation with Alliance Bank.
Is The Walden Group a public or private company?
The Walden Group is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was The Walden Group founded?
The Walden Group was founded in 1993. It employs 11 to 50 people.
Where is The Walden Group based?
The Walden Group is headquartered in Merrick, United States, in the North America region.
How does The Walden Group make money?
Two revenue lines are on record. Mortgage Brokerage Fees are the primary driver. The others are SBA Loan Arrangement.
Who are The Walden Group's main competitors?
Direct peers on record are Northmarq, Live Oak Bank, Berkadia Commercial Mortgage, Calkain Companies and Newtek Business Lending. Broad incumbents are JLL Capital Markets (Debt Advisory), Walker & Dunlop, HFF (now part of JLL) / Eastdil Secured and Newmark Group. Church Development Fund / Mission-Lending Institutions is listed as a regional player.
Does The Walden Group have an API?
No public API is recorded for The Walden Group.
What industry is The Walden Group in?
The Walden Group's product category is Commercial Mortgage Lending. Its primary akta.pro industry code is FSALABAB, Commercial & Multifamily Mortgage Brokers, with a secondary code of FSALACAB, Correspondent Mortgage Lending (Delegated & Non-Delegated). Its NAICS code is 522310 and its SIC code is 6163.