Berkshire Residential Investments

Debt Strategy

Investing in senior bridge loan positions, mezzanine debt and Freddie Mac Capital Markets Execution (CME) securities. Berkshire has been an active buyer of Freddie Mac CME securities since 2009.

Investment Formats

  • Closed-End
  • Separately Managed Accounts

Our Prior Debt Investment Products

  • Closed-End Freddie Mac CME K-Program Fund Series
  • Debt Separate Accounts
  • Component of Closed-End Value Fund Series, Funds II-IV
  • Closed-End Bridge Loan Fund Series

What We Look For

We seek to invest in debt opportunities throughout the capital stack that are collateralized by well-located residential assets with experienced sponsors, including apartments, senior housing, student housing, manufactured housing and military housing. Berkshire has the ability to leverage distinctive characteristics in sourcing and underwriting debt investment opportunities – our vertically-integrated platform and prior ownership of Berkshire Mortgage Finance. We utilize our robust investment experience and broad national platform to implement a comprehensive due diligence and investment management process. Investments in this strategy may include:

  • Bridge Loan Origination
  • Freddie Mac CME K-Program Securities (K-Series, KF-Series and KJ-Series)
  • Mezzanine Debt
  • Distressed Debt
  • CRE CLO Execution