# Neale Financial

Neale Financial is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** https://nealefinancial.com

## Regulatory record

- **CRD number:** 153787
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/153787

## About

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.

## Sectors

- Real Estate
- Private Credit

## People

- John A. Neale — Principal

## 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.

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Last updated: 2026-07-06T01:24:21.890Z

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