Creating lasting value.
WHO WE SERVE
At Fort Capital, we pride ourselves on being a trusted partner to all of our investors. As careful stewards of capital, we strive to provide investment opportunities that create lasting value and above average returns for our investors.
Fort has raised over $70M to date through relationships with high net worth individuals, family offices, and non-profits.
We strive to develop and acquire prime real estate assets that meet or exceed the highest investment criteria. We have worked tirelessly to develop iron-clad due diligence and research processes, relationships with leading brokerage firms, financial institutions, and private owners to maximize investment opportunities. We are driven by total transparency and continue to invest time and money into creating the greatest investor experience we could imagine.
To access our Investor Portal, Juniper Square, click here.
Putting our investors’ interests first is at the core of our investment management philosophy. As investors ourselves, we understand our investors’ needs, desires, and expectations. We know the amount of detail and level of professionalism required and expected. Our team evaluates each opportunity based on the underlying asset values and risks associated with market improvements to unlock maximum value. With a track record of making sound financial decisions at all stages of the asset management process, we remain focused on increasing investment value.
We strive to achieve a high level of client satisfaction: based on committed capital, 87% of our investor base has reinvested in successive Fort Capital funds partnerships, and approximately 83% have reinvested in other funds across our brand.
“At Fort Capital we understand that our investors have many options when deciding where to invest their capital. Aside from the investment opportunity itself, the decision to allocate capital is one of complete trust. We strive to have the most transparent and trustworthy relationships with our investors. Our team is focused on delivering excellent investment performance, being responsible stewards of our investors’ capital, managing our risks and understanding the market while seeking out new and innovative opportunities.”
CEO & CO-FOUNDER
Assets Under Management
To date, Fort Capital has acquired over $173+ million in assets.
Serving the needs of our investors is Fort Capital’s No. 1 priority. You can trust that our entire process is guided by a set of core values that define our character and culture; they have been at the core of Fort Capital since its inception.
Integrity, professionalism, quality and a passion for excellence has lead us to operate with diligence, financial discipline, a long-term perspective, and a clear understanding that trust is something we must earn every day.
OUR CORE VALUES
Honesty & Integrity
Leadership demands responsibility.
Our capital and reputation are always on the line.
Using creativity to find opportunities overlooked by others.
Anything else is never acceptable.
Listening to our stakeholders to create an environment adaptable to change.
Progress, independence, & work without limits.