Investment Strategy

Investment Strategy

INVESTORS

Phoenix Capital Realty Advisors, LLC is a SEC registered independent private equity investment firm focused on U.S. real estate investments. Phoenix seeks to create value for its clients and investors by repeatedly partnering with best-in-class sponsors and developers on unique acquisition and development opportunities. Phoenix only partners with sponsors and developers with well-defined expertise in particular product types, strategies and geographic markets who co-invest side-by-side with our capital.

 

Phoenix makes equity investments in real estate joint venture projects on behalf of its institutional, family office and high net worth clients and investors. Since its founding in 1996, the firm has invested over $1 billion of equity capital into over 200 real estate projects with over $5 billion of total aggregate costs.

 

Over its 21-year history, Phoenix Capital’s founders, partners and employees have been the firm’s largest investor, investing alongside outside investors and ensuring a strong alignment of interest. The Phoenix senior management team of experienced professionals has worked together for over 20 years – first as real estate developers; next as family office real estate investors; and now as well-established professional fund managers. It is the unique combination of real experience as developer/operator, equity investor and fund manager that makes Phoenix Capital the real estate manager of choice for its large, diverse and sophisticated group of clients and investors.

 

In 2009, Phoenix began raising capital through a private equity format focused primarily on multifamily investing nationwide. We are highly selective in our screening process, reviewing several hundred projects each year while typically investing in 10-15 projects with diversification into 8-10 of the highest growth markets with an equal number of best-in-class development partners. We generally deploy capital over a 12-18 month investment period and target a 3-5 year hold period. We have invested in 68 projects in 39 markets since that date.

Current Investment Focus >>