Monticelloam

(Monticello Funding, Monticello Asset Management)

Lender

600 Third Avenue 21st Floor New York, NY 10016

People:

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Notes

Website: We are a specialized multifamily and seniors housing lending platform with expertise in providing bridge loans and managing credit risk. We offer bridge, working capital and permanent financing options to properties across the U.S.

Company Activity past 24 months:

Lender company: 3 for $317.6 million

Latest Stories:

• $21.6M new construction loan with MonticelloAM for 74-unit project in Far Rockaway (June 17, 2026)

• Joel Leifer pays $75M to Marx Development Group for nursing home in Flushing (March 06, 2026)

• W Group signs $67.2M refi with Greystone for assisted living in North Riverdale (March 02, 2026)

• Joel Leifer of Excelsior Care signs $120M refi with Monticelloam for nursing home in Throgs Neck (July 28, 2025)

• Marx Development signs non-binding MOU to sell Flushing nursing home for $75M (January 10, 2025)

• Marx Development Group signs $32M refi loan with Bankwell Bank for nursing home in Flushing (November 01, 2022)

• Castle Senior Living at Forest Hills sells for $49.5M (October 05, 2022)

• Joel Leifer, Cheskel Berkowitz sign $70M refi with Greystone &; Co. for specialty building in Throgs Neck (January 25, 2022)

• Philosophy Care pays $19.8M to Benjamin Companies for specialty building in Throgs Neck (January 21, 2022)

• W Group borrows $40M from Monticello Asset Management for property in Riverdale (September 30, 2019)

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