Thomas Lally

Co-Founder

Board Member

MonticelloAM

(Monticello Funding, Monticelloam_B4AF45)

600 Third Avenue 21st Floor New York, NY 10016

Person Activity past 24 months:

Lender signatory: 2 for $296 million

Top Ten Associated Companies:

Excelsior Care Group (1), Joel Leifer (1)

Top Ten Associated People:

Joel Leifer (2)

Recent activity as signatory:

Joel Leifer borrowed $79 million from Monticelloam for 33-29 Union Street on February 27, 2026.

W Group borrowed $67.2 million from Greystone & Co. for 6355 Broadway on February 18, 2026.

Excelsior Care Group borrowed $217 million from Monticelloam for 707 Throgs Neck Expressway on June 26, 2025.

Latest Stories:

• 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)

• 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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