Updated:
Neale Financial
Neale Financial, LLC is a state-registered investment adviser in Matthews, NC. The firm manages approximately $47 million in regulatory assets.
Neale Financial
Neale Financial, LLC is a state-registered investment adviser in Matthews, NC. The firm manages approximately $47 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Location
Region
North America
Country
United States
Principals
John A. Neale
Principal
Sector focus
Frequently asked questions
What type of real estate credit does Neale Financial provide?
The firm structures first-lien mortgages, bridge loans, and preferred equity positions on transitional commercial real estate assets. Its focus is on short-duration, high-coupon lending to sponsors executing value-add or opportunistic strategies, rather than permanent financing on stabilized properties.
What asset classes and geographies does the firm prefer?
Neale Financial concentrates on multifamily, industrial, and select retail properties in secondary and tertiary markets, with notable activity across the Sun Belt and Midwest. It generally avoids ground-up development and highly speculative leasing situations.
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.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: