Fund II Open Independent Real Estate Sponsor

Back the deals you believe in.
Skip the ones you don't.

Most real estate funds ask you to commit your capital first and hope the deals that follow are ones you'd have chosen. We don't. You see every deal we underwrite, with the full plan and the numbers, and decide one at a time.

Part 01 Overview

An independent sponsor. The choice stays yours.

Before you commit a dollar, get to know us: how we work, the discipline behind what we buy, and the team you'd be trusting with your capital.

Deal PipelineLive view
Underwrote Passed Closed
Sponsor Experience at a Glance
0+
years combined team experience in brokerage, investing & lending
$0M+
principal-related transaction volume
0+
transactions as brokers & sponsors
0
states: NC, SC, OH, VA & GA
01The Model

A fund that works like a co-investor, not a blind pool.

The typical fund

Commit first, see later

  • Capital pooled before deals are known
  • No choice in which assets you fund
  • Money deployed on someone else's timeline
  • Visibility after the fact, if at all
Our model

See the deal, then decide

  • You see the full underwriting, business plan, financing, and exit
  • You opt in deal by deal
  • Nothing committed to an asset you haven't reviewed
  • Pass on one, keep your seat at the next
The typical fundOur model

Capital pooled before deals are known

You see the full underwriting, business plan, financing, and exit

No choice in which assets you fund

You opt in deal by deal

Money deployed on someone else's timeline

Nothing committed to an asset you haven't reviewed

Visibility after the fact, if at all

Pass on one, keep your seat at the next

Investing directly, without having to source, underwrite, and operate the real estate yourself. We do that part. See how we invest →

02A Differentiated Approach

Three things that give us an edge.

In the markets every day

Our team works these markets daily through brokerage, leasing, and advisory, so we see shifting rents, tenant demand, and emerging deals before they surface to the broader market.

Underwritten to protect the downside

We acquire cash-flowing assets at an attractive basis. Our underwriting assumptions are conservative and supported by actual market comparables. Our customizable fund model gives us the flexibility to execute a business plan and exit when the time is most advantageous for our investors.

One team, every function

One team accountable for acquisitions, financing, leasing, property management, and asset management. That continuity keeps control tight with every asset, so the business plan actually gets delivered.

03Built on Discipline

Discipline isn't how much we buy. It's how much we say no to.

2025 Deal Flow
From everything we saw to what we closed.
Underwrote
204
100%
Offered
47
23%
Under Contract
10
5%
Closed
8
4%
Opportunities reviewed in 2025Roughly 1 in 25 cleared our bar

"Walking away from the wrong deal can be just as important as closing the right one."

Most of what we see never makes it to you, and that's the point. Protecting your capital starts with avoiding the wrong deal. By the time a deal reaches you, it's one we believe in operationally and financially.

~15% target IRR for Fund I.
The Linville Team Partners investment team reviewing a deal together
04The Team

The people accountable for your investment.

We pair institutional discipline with daily, on-the-ground market insight to source, underwrite, and operate across the Carolinas, Ohio, Virginia, and Georgia.

Backed by a deeper bench across brokerage, finance, property management, and operations.

05Track Record

Proven before. Open today.

Our team has been buying, financing, and operating commercial real estate for decades. Fund I proved the model with outside investors. Fund II is opening now, and it's where new capital goes to work.

The FoundationTrack Record
$305M+
Principal transaction volume
Led by principals with 65+ years of combined experience, the team has deployed $305MM+ in principal transactions and completed 1,000+ deals as brokers and sponsors.
The ProofFund I
11
Assets, $74MM+ deployed
Our first fund built an industrial and retail portfolio of 11 assets with $74MM+ deployed, and has returned $1.8MM+ to investors since launching in 2025. Fund I is now fully allocated and closed to new capital.
Open TodayFund II
Fund IIOpen
The vehicle you'd enter today
Building on Fund I, our second fund is open to new investors and deploying into fresh opportunities. This is the vehicle you'd enter today.
06Inside the Portfolio

A look at where capital is working.

Part 02 How We Invest

Disciplined where it counts. Flexible where it matters.

You've seen the model and the track record behind it. This is how it actually runs: the markets we buy in, how a single deal moves from first look to closing, the way we get paid, and what you can expect once you're in.

01Where We Invest

Where & what we buy.

We invest across five states in the Southeast and Midwest, in markets our team knows firsthand.

Geographic Focus
North Carolina
NC
South Carolina
SC
Ohio
OH
Virginia
VA
Georgia
GA
Target Asset Types

Industrial / Flex

Warehouse, distribution, and light manufacturing.

Retail

Shopping centers and single-tenant net-leased assets.

Office

Well-located, durable-tenant office assets.

02How a Deal Moves

First call to final check.

A lot of sponsors raise the money and outsource the rest. We do the work, from the first call with a seller to the day we return your capital.

01

Source

On and off-market, through relationships and direct outreach.

02

Underwrite

Full financials, tenancy, and trade area tested against the plan.

03

Finance

We arrange and secure the debt, structured for the hold.

04

Acquire

We carry the deal to closing and take ownership.

05

Manage

In-house asset management through the hold.

06

Exit

We sell when the value is realized and return capital.

03How We Get Paid

Aligned with our investors.

Alignment only matters if you can see it. Here's how the structure puts our investors first.

04After the Close

The relationship doesn't end at closing.

Plenty of sponsors go quiet once your capital is in. We do the opposite. Every quarter, you get a full update on each asset you're invested in, not a headline number, the complete financials.

Performance against budget, income and expenses, occupancy, and where the asset stands period over period. Because we stay hands-on through the hold, the reporting comes straight from the team closest to the asset.

"Knowing exactly how each asset is performing, every quarter, is the part our investors tell us they value most."

Quarterly Asset ReportQ3 2025
Net Operating Income$1.24M
Occupancy96.4%
Distributions to Date$842K
Debt Service Coverage1.45x
Q4'24Q1'25Q2'25Q3'25
Illustrative sample, not actual results
Part 03 Investor Access

See the deal. Then decide.

Create a profile and you get a window into our pipeline. Review each opportunity on your own time, see exactly how it's structured, and move at your own pace. No commitment until you say so.

01Built Around the Investor

Everything you need to decide, in one place.

We built the investor experience around a simple idea: you should see the full picture before you commit a dollar, and you should always know where your money stands afterward.

Review each opportunity individually. Read the full underwriting and strategy behind each one. Track performance, distributions, and documents for the deals you're in, all from one dashboard, on your schedule.

DashboardInvestmentsDocuments
Portfolio Snapshot
Invested
$1.50M
Distributions
$312K
Open Deals
3
Opportunities & Holdings
AssetTypeStatus
Automotive sale-leasebackNet LeaseOpen to invest
Grocery-anchored centerRetailOpen to invest
Last-mile logisticsIndustrialHeld
02How It Works

Clarity at every step.

Here's how to get set up and accredited to invest with us, from your first look to your first investment.

01

Explore our approach

Get to know how we invest, the team behind it, and the markets and assets we focus on.

02

Create your profile

Set up your investor profile and verify accreditation to unlock current opportunities.

03

Evaluate each deal

Review the strategy, structure, returns, and risks behind every opportunity before you commit.

04

Invest & stay informed

Choose the deals that fit, then track performance and full reporting through the life of the hold.

Part 04 Active Deals

A live look at what's open now.

These are the opportunities accepting capital right now. Create your profile and verify accreditation to see the full thesis, the projected returns, and the risks behind each one. Until then, here's a look at what's in the pipeline.

01
Value-Add Retail Center
Retail · Value-Add · Ohio
Open to Invest
02
Essential-Tenant Net-Lease Office
Office · Net Lease · South Carolina
Open to Invest
03
Necessity Retail, Net-Leased
Retail · Necessity/NNN · Ohio
Open to Invest

New opportunities open as they clear our bar. Create your profile to be the first to know.

For Accredited Investors

Want to talk through a deal?

Reach out and we'll walk you through the underwriting, the structure, and how to get access to the full package.

Get in Touch