# Greystone Financial Group

Greystone Financial Group is an Asset Manager based in United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** greystonefinancialgroup.com
- **LinkedIn:** https://www.linkedin.com/company/greystone-financial-group-llc

## Regulatory record

- **CRD number:** 306595
- **SEC file number:** 801-117913
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/306595

## About

Leading you forward. Active Insights. World Views. Personal Perspectives. | At Greystone, you have a dedicated, hand-picked team of professionals who are knowledgeable in your personalized areas of focus. Using a systematic and analytical team approach, we bring together a range of specialists, including CPAs and estate planners, to provide robust, well-rounded, creative insights.

## Sectors

- Real Estate
- Private Credit

## Questions

### How does Greystone Financial Group originate its real estate loans?

Greystone originates commercial real estate credit directly through its in-house team, rather than acquiring loans in the secondary market or syndicating lead positions to other lenders. The firm underwrites each asset's cash flows, property condition, and sponsor experience using its own credit committee. This direct origination model allows it to maintain granular control over credit quality and portfolio composition.

### Is Greystone primarily a balance-sheet lender or an agency lender?

Greystone operates as both. It is consistently ranked among the top multifamily lenders for Fannie Mae and Freddie Mac, which involves originating and selling agency-eligible loans while retaining a risk-sharing portion on its balance sheet. For assets that do not meet agency criteria — such as bridge loans, transitional properties, or specialized healthcare facilities — the firm provides direct balance-sheet financing.

### What property types and sectors does Greystone target?

The firm concentrates on multifamily apartments and healthcare properties, including skilled nursing, assisted living, and medical office buildings. It generally avoids retail, hospitality, and office assets outside of medical use. This specialization means its credit performance is tied to housing demand and healthcare demographics rather than broad commercial real estate cycles.

### How does Greystone's servicing business complement its lending?

Greystone maintains a large servicing portfolio that generates recurring fee revenue from loans it has originated. By servicing the loans it underwrites, the firm retains a direct line of sight into borrower performance, property operations, and emerging credit issues. This vertical integration from origination through maturity creates operational efficiencies and provides early warning signals on portfolio stress.

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Last updated: 2026-06-03T20:00:00.000Z

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