Meet the sponsors
Fortitude is proud to partner with sponsors that have a strong track record of successful real estate investments and a commitment to providing high-quality investment opportunities for our clients.
Inland Private Capital Corporation (IPC), the industry leader in Section 1031 exchange
replacement properties and multiple-owner real estate investment solutions, has been delivering value to investors for over 50 years. This involves offering replacement properties that allow investors to defer capital gains taxes by reinvesting proceeds from the sale of one property into another qualifying property. Additionally, IPC offers multiple-owner real estate investment opportunities, allowing investors to pool their resources into larger, income-generating properties. Their services are designed to deliver value and stability to investors, leveraging their extensive industry experience. Since its inception in 2001, IPC has seen over $96 million invested by Inland entities, employees, directors, officers, and affiliated personnel, demonstrating strong alignment with its investors.
ExchangeRight specializes in providing secure real estate investments, focusing on 1031 exchange net-leased and value-add portfolios, as well as preferred equity and REIT investments. They aim to deliver stable income and strategic exits for investors through long-term leases with investment-grade corporations, primarily in necessity retail and healthcare sectors. ExchangeRight manages over $5.9 billion in assets and 24+ million square feet, focusing on investment-grade, necessity-based retail and healthcare properties. They have invested in over 1,200 properties across 47 states, providing secure real estate investments through 1031 exchange net-leased and value-add portfolios, as well as preferred equity and REIT investments, aiming for stable income and strategic exits for investors.
Capital Square is one of the nation’s leading sponsors of tax-advantaged real estate investments and an active developer and manager of multifamily communities. Capital Square facilitates 1031 exchanges by offering Delaware statutory trust (DST) investments. They simplify the process for investors to defer capital gains taxes by reinvesting proceeds from property sales into “like-kind” properties. DSTs provide passive income, potential for appreciation, and lower investment minimums, making real estate ownership accessible to more investors. Capital Square manages the properties, ensuring compliance with IRS regulations and alleviating investor liability. They have transacted $7.8 billion in real estate, sponsored over 135 investment offerings, and managed more than 170 real estate assets.
Passco is a leading real estate investment company leveraging 25 years of experience through market cycles, uncommon insight, and deep industry relationships to bring opportunities to their investors and partners. They acquired over $8 billion in total acquisitions, and 7,000 investors worldwide. They leverage extensive market experience and industry relationships to provide sound investment opportunities for their global investor base, managing a diverse portfolio across various sectors.
For over 20 years, Bakertilly has demonstrated operational excellence across market cycles, driven by market opportunity rather than geography. Their size and flexible capital allow them to seize opportunities nationwide and provide quality housing. Unlike most multifamily real estate firms, they buy, build, and manage their own communities, benefiting from vertical integration and a long-term approach. This enables them to predict market conditions and maintain high service standards. They have handled $4.5 billion in real estate transactions across 14 cities, shaping the health and success of their communities
ARCTRUST is a vertically integrated real estate company that has overseen the development, acquisition, and joint-venture funding of over 500 properties, totaling more than $5 billion in value. They create value by focusing on Preferred Equity Investments, Participating Debt/Mezzanine Funding, and Net Lease Real Estate. Property types include retail, residential, industrial, medical, and self-storage. The company operates across the United States, concentrating on the New York to Florida corridor and major metropolitan areas with international airports. ARCTRUST features in-house departments for legal, accounting, property management, engineering, development, and investor relations. The management team boasts a proven track record in all aspects of real estate development and investment and has earned numerous industry awards.
Cantor Fitzgerald is a global financial services firm offering a range of services including investment banking, capital markets, prime services, research, and asset management. They emphasize bespoke service, exceptional talent, continuous innovation, experienced leadership, resilience, and private partnership. The firm is led by Chairman and CEO Howard W. Lutnick, Cantor Fitzgerald also engages in significant philanthropic efforts through the Cantor Fitzgerald Relief Fund.
Moody National Companies, established in 1996, is a Houston-based commercial real estate firm. Specializing in long-term asset preservation and stable cash flows, they offer comprehensive solutions from acquisition to equity growth. Known for surpassing expectations, they excel in various real estate activities. Moody National Companies has $1.7 billion of assets under management.
Based in Irvine, California, Starboard Realty Advisors, LLC, is a privately held, fully integrated real estate firm with over 30 years of experience. The principals specialize in acquiring, developing, leasing, repositioning, managing, financing, and disposing of retail, multifamily, office, and industrial real estate. Starboard focuses on acquiring multifamily properties, multi-tenant retail shopping centers, and NNN lease properties, seeking well-located assets across the U.S. with growth potential and below replacement cost. They primarily acquire stabilized properties with a 7- to 10-year hold for 1031 exchange clients and value-added properties with a 1- to 5-year hold.
Trilogy buys, builds, and manages their own communities in 14 cities across the U.S. and have $4.5 billion in real estate transaction volume. It gives them the uncommon ability to see and predict market conditions and maintain the highest standards of service. Trilogy Real Estate Group is a fully integrated real estate firm focused on multifamily and commercial properties. They specialize in acquisition, development, and management, aiming to deliver exceptional investment performance. The firm emphasizes a hands-on approach, leveraging market insights and operational expertise to create value. Their mission is to enhance communities through strategic real estate investments, ensuring sustainable growth and returns for investors
Bluerock is an institutional alternative asset manager headquartered in New York, with regional offices nationwide. The firm’s principals have over 100 years of combined investing experience and have been involved in more than $120 billion in real estate and capital markets transactions. Managing over $18 billion in assets, Bluerock offers a range of public and private investment programs designed to provide predictable income, capital growth, and tax benefits. Their investment offerings cater to both short-term and long-term financial goals for individual investors
Blue Rock Financial Group is a financial services firm offering a fee-based platform that delivers comprehensive financial advice and services to individuals and businesses. Their Financial Planning Process is tailored to each client’s unique goals and objectives. As an independent firm, Blue Rock provides clients access to top industry resources while ensuring personalized, customized service. They take the time to explain the details and background of all planning recommendations, empowering clients with the confidence and perspective needed to remain focused on their personalized plans.
CORE Pacific Advisors (CPA), affiliated with CORE Realty Holdings Management, Inc. (CRHMI), specializes in commercial real estate investments. They develop strategies for superior income, capital preservation, and growth potential, utilizing tools like 1031 exchanges, Delaware Statutory Trusts, and Tenant in Common structures. They also prioritize integrity, communication, and service, fostering strong, trust-based relationships with all stakeholders built over decades in the industry.
Since its inception, Peachtree has executed hundreds of investments in real estate acquisition, development, and lending. They now manage billions in investor equity, providing services aimed at protecting, supporting, and growing these investments.
Energy Related Properties is a private equity real estate firm focused on dominating the commercial real estate market in the Permian Basin by acquiring top-tier office spaces and NNN industrial properties. They manage a portfolio of multi-tenant and single-tenant industrial properties, emphasizing strategic locations along key highways and commercial areas to establish a dominant real estate position in the region.
AEI Funds specializes in offering alternative investment opportunities focused on real estate assets. They provide investors with access to private real estate investment trusts (REITs) and other real estate investment opportunities. AEI Funds aims to generate income and capital appreciation through investments in commercial, industrial, and residential real estate properties across the United States. Their focus lies in providing diversified, income-producing real estate investments to their clients.
Hamilton Point Investments LLC (HPI) is a private equity investment company specializing in real estate. They own and manage multifamily apartment properties, manufactured housing communities, and hotels. Founded in 2009, HPI has acquired over 150 properties worth more than $3.5 billion. They raise investment funds from individual accredited investors and manage properties through their subsidiaries, ensuring efficient operations and strong returns.
Hines is a global real estate investment manager with $93.2 billion in assets across various property types. With 5,000 employees in 30 countries, Hines leverages its 65-year history to develop, manage, and invest in premier real estate. Currently, Hines oversees 177 developments and manages 857 properties totaling over 270 million square feet. Having developed or acquired 1,700 properties historically, Hines is committed and is a highly respected leader in the real estate industry.
JLL Income Property Trust (JLLIPT) is a real estate investment trust (REIT) that provides investors with income and diversification through a portfolio of commercial properties. They manage assets worth $6.7 billion, including 138 properties with a 95% occupancy rate. JLLIPT focuses on properties in established metropolitan areas and diversifies across various property types and tenant industries to enhance income stability and reduce risk.
They are a premier asset management firm, globally recognized for delivering top-tier investment, advisory, and risk management services. Acting as fiduciaries, they serve their client’s best interests, enabling millions of diligent individuals to achieve financial prosperity through our investment expertise.
Alpine Brokerage Services provides a wide range of financial products and services to financial professionals, including insurance agents and financial advisors. They offer support in areas such as insurance, annuities, retirement planning, and wealth management solutions. Their services aim to assist financial professionals in better serving their clients by providing access to a variety of financial products and resources.
Ares Management Corporation is a global alternative investment manager that has generated cycle-tested performance for investors since its inception in 1997. As trusted stewards of flexible and scalable capital, Ares offers clients primary and secondary investment solutions across credit, real estate, private equity, and infrastructure asset classes. The firm leverages its extensive industry expertise and market knowledge to deliver innovative, solutions-oriented investment results throughout market cycles, consistently collaborating to identify and capitalize on attractive investment opportunities while focusing on risk management and sustainable growth.