At the core of Carroll Organization's investment philosophy is our belief that we treat investors' capital as our own. We act as trusted fiduciaries for our clients and invest our firm's capital alongside our clients' capital in every investment we make.
We execute a thoughtful, disciplined and rigorous investment process that we simply describe:
Acquire, Improve, Exit.
Carroll Organization's investment strategy utilizes our in-house capabilities to unlock value in properties that we perceive to be underperforming and undervalued. Through proactive management, redevelopment, and specific submarket selection, we aim to generate attractive risk adjusted returns.
Carroll Organization is an Active Real Estate Investor
Focused on the Following:
- Value Add Investments in Multifamily
- Core Plus Investing in Multifamily
Opportunistic Investing in Multifamily
- Development Opportunities in Multifamily
- Mixed Use Investments (Multifamily and Retail)
Fund Vehicle Track Record
Carroll Organization started its Multifamily Co-Investment Fund Series in 2011 with Carroll Co-Invest I, LP. The firm has now raised over $70 MM across its four closed funds. The funds are closed-end, private investment vehicles which hold interests in a portfolio of Carroll's high quality multifamily real estate assets in attractive investment markets throughout the United States, with a particular focus on the Southeast, Southwest, and Mid-Atlantic regions. The fund vehicles holdings are comprised of interests in core-plus/value-add properties with anticipated hold periods of 3-10 years.
The Carroll Organization Investor Portal launched in January 2016 provides existing investors secure access to both their current and historical quarterly reporting documents for all of their Carroll Organization investments.
ACCESS INVESTOR PORTAL