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Brookwood Financial Services
BROOKWOOD FINANCIAL SERVICES is a state-registered investment adviser in OSCODA, MI. The firm manages $266,000 in assets, with $14,000 managed on a...
Brookwood Financial Services
BROOKWOOD FINANCIAL SERVICES is a state-registered investment adviser in OSCODA, MI. The firm manages $266,000 in assets, with $14,000 managed on a discretionary basis. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Principals
John B. Levy
Founder
Sector focus
Frequently asked questions
How does Brookwood source its real estate deals?
Brookwood sources primarily through regional operator relationships and off-market negotiations rather than broadly marketed processes. The firm's multi-decade presence in mid-Atlantic and Southeastern property markets gives it access to transactions where sellers prioritize certainty of close over the highest nominal bid. This relationship-based model is characteristic of family offices that can bypass traditional brokerage-led auctions.
Which regions does Brookwood target for acquisitions?
Brookwood's investment footprint is concentrated in the Eastern United States, with a particular emphasis on the mid-Atlantic and Southeast. Specific submarkets include workforce housing in growing secondary cities and suburban office parks in regions with favorable demographic trends. The firm avoids gateway-city trophy assets in favor of granular, cash-flowing deals in less competitive markets.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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