Basis Management Group LLC

The firm provides discretionary investment management to private pooled funds that acquire and originate U.S. commercial real estate (CRE) debt and structured equity, including bridge loans, mezzanine loans, CMBS B‑pieces, preferred/structured equity and select distressed positions. It manages approximately $2.074 billion on behalf of those funds and provides advice to the funds themselves rather than to individual investors.

The firm's investment approach emphasizes a balance-sheet underwriting process and downside protection, targeting middle‑market CRE with average last‑dollar loan‑to‑value ranges of about 75%–85% and equity cushions of roughly 15%–25%. Underwriting features include independent third‑party reports, site inspections, sponsor diligence, credit‑committee review and sourcing through loan brokers, banks, CMBS servicers and other industry counterparties, with a focus on generating current income.

Distinctive aspects of the firm include its certification as a Minority and Woman‑Owned Business and a documented track record of lending or investing over $1.7 billion to other MWOB real estate firms, as well as several billion dollars of prior transaction activity across hundreds of deals. The firm also operates beyond pure asset management: affiliates may provide property‑level and loan servicing or related services and employees may receive compensation tied to loans they originate, creating additional financial‑product and service revenue streams that are less common among managers that primarily oversee pooled vehicles.