Adaptive by Design, Proven in Practice
A plan is the starting point; relentless execution and adaptability create lasting results. That’s why our strategy blends disciplined underwriting with relentless problem solving, ensuring value creation from sourcing through divestment.
About Our Strategy
Institutional Experience, Specialist Focus
Our hybrid model combines the perspective of an institutional allocator with the precision of a specialist operator. Investors benefit from the diversification of a large allocator while capturing the enhanced economics of a focused boutique. This structure enables us to drive alpha at the deal level through disciplined execution, while maintaining upside through market selection in the Southeast, the corridor with the strongest demographic and income-driven beta. By blending diversification, alignment, and precision, we deliver investments built to protect capital in downturns and compound value through cycles.
Cost Basis Advantage
Our first principle is to acquire with a built-in margin of safety. We target opportunities where the spread between our stabilized yield on cost and prevailing market cap rates provides a cushion, ensuring investments can perform without market improvements and withstand shocks when they occur. But cost basis is more than just entry price. It’s also about structuring and capitalizing each investment to match the business plan, creating the flexibility to navigate disruption in the capital markets while protecting downside and preserving upside.
Simplicity in Execution
Our second principle is simplicity. In real estate, complexity compounds risk, the more variables required to achieve a projected outcome, the less reliable that outcome becomes. We design business plans that are clear, focused, and rooted in fundamentals, ensuring that execution is both measurable and achievable. By avoiding unnecessary moving parts, we reduce volatility, protect against downside, and increase the probability that each investment delivers on its promise.
Market Tailwinds
Our third principle is to harness long-term demographic and economic forces without chasing trends. The structure of our purpose-built management team gives us the flexibility to allocate across asset classes and strategies, positioning capital where market-driven beta is strongest. This allows us to enhance the alpha created through cost basis discipline and simplicity in execution, compounding returns by aligning with the Southeast’s enduring growth in population, income, and corporate migration.
Loci Opportunistic Fund
Strategies
Rescue Capital
Deploying
preferred equity
during volatile
capital markets, creating opportunistic returns with downside protection.
Distressed
Acquisitions
Repositioning quality assets that face temporary distress, whether from investor sentiment or deferred investment.
Selective
Developments
Targeting projects with a built-in margin of safety, often most attractive in down cycles when construction costs and competitive supply recede.
Platform
Investments
Enhancing value by scaling operations, driving efficiencies, and boosting earnings growth.
Real Estate
Options
Using option contracts to unlock
entitlement upside while reducing risk exposure on owned land.
Why Loci Capital
Scrappy. Measured. Proven.
The Big Idea
Loci invests in the real estate that serves America’s upper-middle class, the top 20–25% of households by income ($120K–$250K+).
→ This group represents ~20% of the population but commands ~70% of U.S. income, making it the backbone of consumer spending and GDP growth.
→ Over the last 40 years, their real incomes have grown 70% faster than the average American household, steadily expanding their economic dominance.
→ Their demographic and income growth is concentrated in the Southeast U.S., the nation’s fastest-growing corridor.
Generate Up To
3kW
Of Power
Generate Up To
200 sq. ft
Of Power
Our Focus
We invest across asset classes that power the upper-middle class economy:
Housing → Apartments, townhomes, and build-to-rent communities.
Logistics → Small-bay and single-tenant warehouses enabling e-commerce.
Retail & Lifestyle → Net-lease retail, hospitality, and experiential assets.
charge
2 EVs
Simultaneously
100W
Solar Panels
Our Edge
Scrappy → Proprietary sourcing, local operator relationships, off-market access.
Measured → Institutional-grade underwriting, cost-basis discipline, downside protection.
Proven → 27% realized net IRR, 1.9x realized net MOIC, 90%+ reinvestment rate across 30+ transactions.
Up to
12 Hrs
Illumination
From a
6 Hr
Charge
Why It Matters for Investors ?
Investing with Loci means tapping into the demographic engine of the U.S. economy, the rising, resilient upper-middle class of the Southeast.
You’re not just buying properties.
You’re investing in the future of where America lives, shops, and works.