JP Morgan Chase

JPMorgan Chase & Co. is a prominent financial holding company based in New York, United States, that provides a wide range of financial services globally. Established in 2000, the firm operates through various segments, including investment banking, commercial banking, and asset management. Its investment banking division offers services such as corporate advisory, capital raising in equity and debt markets, risk management, and market-making. Additionally, JPMorgan Chase serves consumers, small businesses, and commercial clients by delivering innovative banking solutions and financial transaction processing. With a legacy dating back to 1877, the company has built a reputation for providing comprehensive financial strategies and services to meet the diverse needs of its clientele.

Rohan Amin

Managing Director and Chief Product Officer, Consumer and Community Banking

Muhammad Aurangzeb

CEO Global Corporate Bank Asia Pacific

Scott A. Beardsley

Managing Director

Richard Cao

Investment Banking Analyst

William Creaser

Executive Director, Northeast Middle Market and Specialized Industries

Jamie Dimon

CEO and President

Mary Callahan Erdoes

Asset and Wealth Management CEO

Maria Escorcia

Vice President - Program Officer Florida - JPMorgan Chase Foundation

Jatin Garg

Senior Business Analyst

Julie Glynn

Managing Director

Alan Ho

CEO of China

Rao Lakkakula

Product Security Director

Dan Mendelson

CEO of Morgan Health

Douglas B. Petno

Commercial Banking CEO

E. Soinski

Managing Director

Jennie Sparandara

Managing Director

Sanoke Viswanathan

CEO of International Consumer and Wealth

Past deals in Residential Real Estate

FirstService

Post in 2025
FirstService Corporation is a leading provider of real estate-related services, primarily operating in two business divisions: FirstService Residential and FirstService Brands. FirstService Residential manages thousands of residential communities, encompassing a range of property types including high-rise, medium-rise, and low-rise condominiums and cooperatives. FirstService Brands focuses on delivering property services to both residential and commercial clients, generating most of the company's revenue through various well-known brands such as California Closets, Paul Davis Restoration, CertPro Painters, Pillar to Post, Floor Coverings International, College Pro Painters, and Service America. The majority of FirstService's revenue is derived from operations in the United States, serving a diverse clientele across commercial, institutional, and residential markets.

Tishman Speyer

Debt Financing in 2025
Tishman Speyer is a prominent real estate developer, owner, and investor with a focus on high-quality residential, commercial, and mixed-use properties in major cities around the globe. The company is recognized for its expertise in property development and management, ensuring efficient operations while prioritizing tenant satisfaction. Tishman Speyer engages a diverse range of global investors, including institutions and private equity, to raise and invest capital for its projects. Through its strategic approach, Tishman Speyer has established a significant presence in the real estate sector, contributing to urban development and revitalization in key markets.

Homewise

Grant in 2024
Homewise, a private non-profit organization, was founded in 1986 as Neighborhood Housing Services of Santa Fe. NHSSF was engaged in home improvement and rehabilitation services. In 1992, Mike Loftin became Executive Director. As he canvassed the organization's existing clients, he discovered homeowners were complaining that their grown children could not afford to buy homes in Santa Fe.

Quinn Residences

Debt Financing in 2024
Quinn Residences is a real estate company specializing in the development of single-family homes designed for rental purposes. The company focuses on creating communities that offer spacious, move-in-ready residences equipped with modern upgrades. By prioritizing prime locations and personalized services, Quinn Residences aims to meet the needs of customers seeking high-quality living spaces.

First Republic Bank

Acquisition in 2023
First Republic Bank is a financial institution that offers a range of banking and wealth management services tailored to individuals and businesses. Founded in San Francisco in 1985, the bank has grown to operate over 80 offices across the United States, providing services such as private banking, private business banking, real estate lending, and wealth management. First Republic Bank provides various deposit products, including checking and savings accounts, as well as a wide array of lending options, including residential mortgages, home equity lines of credit, and commercial real estate loans. In addition to its banking services, the bank offers wealth management solutions that encompass investment strategies, financial planning, trust services, and online investment management. With a commitment to personalized service and client satisfaction, First Republic Bank aims to deliver exceptional financial solutions while maintaining a strong online presence for convenient access to its services.

Quinn Residences

Debt Financing in 2023
Quinn Residences is a real estate company specializing in the development of single-family homes designed for rental purposes. The company focuses on creating communities that offer spacious, move-in-ready residences equipped with modern upgrades. By prioritizing prime locations and personalized services, Quinn Residences aims to meet the needs of customers seeking high-quality living spaces.

First Republic Bank

Post in 2023
First Republic Bank is a financial institution that offers a range of banking and wealth management services tailored to individuals and businesses. Founded in San Francisco in 1985, the bank has grown to operate over 80 offices across the United States, providing services such as private banking, private business banking, real estate lending, and wealth management. First Republic Bank provides various deposit products, including checking and savings accounts, as well as a wide array of lending options, including residential mortgages, home equity lines of credit, and commercial real estate loans. In addition to its banking services, the bank offers wealth management solutions that encompass investment strategies, financial planning, trust services, and online investment management. With a commitment to personalized service and client satisfaction, First Republic Bank aims to deliver exceptional financial solutions while maintaining a strong online presence for convenient access to its services.

The Dinerstein Companies

Debt Financing in 2023
The Dinerstein Companies has built and managed the Nation’s finest communities for over years with a focus on quality, integrity, and sustainability. As one of the large multifamily developers, reputation for developing the best properties. Our fully integrated real estate company is structured into three divisions including Executive, Construction, and Management.

Consolidated Comunications

Post in 2021
Consolidated Communications, Inc. (CCI) offers residential digital TV, high-speed Internet and voice service in the greater Sacramento, California and Kansas City, Kansas and Missouri areas. Bundled residential/home offers provide additional savings for the most competitive rates. Our fiber-optic networks allow us to deliver extremely fast Internet access, crystal clear high definition cable television (HDTV), digital telephone and long distance services. All SureWest services include local, best-in-class customer service and 24/7 technical support.

Midwood Investment & Development

Debt Financing in 2019
Midwood's mission is to restore and revitalize the fabric of major urban centers to improve the way people live, work and play through industry-leading design, planning and execution. For over 90 years Midwood has cultivated a diversified real estate portfolio comprised of retail, office, residential, mixed use and net leased properties. Founded in Midwood, Brooklyn in 1925 by Samuel Lemberg, the company has grown from a residential brokerage into a sophisticated investment and development platform that owns over 125 properties in 10 states and the District of Columbia comprising in excess of 3,500,000 square feet with a development pipeline of several million square feet. Today the company actively seeks to acquire investment and development opportunities in our primary markets of New York City, Boston, Philadelphia and Washington D.C.

Howard Hughes

Post in 2018
The Howard Hughes Corporation owns, manages and develops commercial, residential and mixed-use real estate throughout the country. Our company is comprised of master planned communities, operating properties, development opportunities and other unique assets spanning from New York to Hawaii. We have approximately 1,000 employees, over half of whom are dedicated to the growth and service of our master planned communities. The company's operating properties are primarily retail and include South Street Seaport (Manhattan, NY), various properties in Columbia Town Center (Columbia, MD), Landmark Mall (Alexandria, VA), The Outlet Collection at Riverwalk (New Orleans, LA), Cottonwood Square (Holladay, UT), Park West (Peoria, AZ) and Ward Centers (Honolulu, HI). Currently, several of the operating properties present significant opportunities for redevelopment. The company also has an exciting and diverse pipeline of strategic opportunities for near, mid and long-term development. These range from air rights and surface parking lots to aging properties poised for redevelopment. The Howard Hughes Corporation’s mission is to be the preeminent developer and operator of master planned communities and mixed-use properties. We create timeless places and memorable experiences that inspire people while driving sustainable, long-term growth and value for our shareholders.
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