
BUILD WEALTH WITH REAL ESTATE
Our Singular Goal: Make Money in All Market Conditions.
The Middle Market
Middle-market, private equity investing typically refers to the acquisition, financing, and management of commercial properties typically valued between $10 million and $500 million. This investment type lets investors pool their capital together and invest in an array of property classes.
1
Middle Market
We invest in middle-market assets and geographies, applying established institutional private asset investment models, to deliver outsized returns.
2
Vertically Integrated
Our investment service model produces improved visibility and control, enhanced investment returns, and robust off-market deal flow.
3
Growth Markets
We focus on cities and regions with growing populations that are business friendly, with favorable taxes, entitlements, and access to local governments.

Investment Thesis
INVESTA investment undergoes a multi-step underwriting process that begins with an in-depth review of past industry performance and current market conditions.
01
Drive Appreciation
Buy assets below market value, then add value through renovations, better management, and branding. Don’t buy and wait for the market to improve.
02
Investors Profit First
We believe in alignment of interest. Our investments are structured so that our clients make the first portion of the profits from each asset. We participate in profits after we meet specific performance benchmarks.
03
Including Off-Market Assets, Buy Assets That Others Can’t
Markets change and it is important to change with them. Focus time and resources to acquire the best property at the best pricing, rather than listed properties that are available to the general public. Market appropriate assets return the highest value to investors.
04
Income Creates Value and Reduces Risk
Income is the true test of value, not what somebody says an asset should be worth. Market appropriate assets return the highest value to investors.

Meet the Team
INVESTA is a leading vertically integrated asset management firm whose primary goal is to enhance the wealth of investors seeking to make investments in middle-market assets. We strive to build wealth for our investor clients by creating, managing, and servicing proprietary products, including middle-market investment funds, private syndications, and direct investments.
