Velocis
Velocis is a Dallas-based, 100% employee-owned private equity real estate fund manager founded in 2010, deploying over $2.5 billion of historical AUM across nine closed-end funds serving institutional investors, family offices, and high-net-worth individuals via value-add, industrial, secondaries, and core strategies in U.S. Sunbelt markets.
- Company typePrivate
- Founded2010
- HeadquartersDallas, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
What Velocis does
Velocis is a Dallas-based, SEC-registered investment adviser that operates as a private equity real estate fund manager through two main divisions, Velocis Funds (closed-end private equity real estate vehicles) and Velocis Advisors (asset management and advisory services for separate accounts). Founded in 2010 and 100% employee-owned, the firm is led by five partners with over 160 years of combined real estate experience and runs a four-strategy platform covering value-add investing, industrial/logistics development, global real estate secondaries, and core real estate investments. Product surface comprises nine closed-end funds (including Velocis Fund I, Fund II, Fund III, and the Secondary Partners series) plus several separate accounts, with historical assets under management above $2.5 billion and more than $1.1 billion of equity raised across fund vintages.
The business model is the standard private equity real estate construct: Velocis raises committed capital from institutional investors, family offices, endowments, foundations, insurance companies, corporate pensions, registered investment advisers, and high-net-worth individuals, deploys that capital into commercial real estate in U.S. Sunbelt markets, and earns management fees on committed or invested capital plus carried interest on realized profits. Distribution is direct-relationship institutional sales with no retail or consumer channels; investor reporting is delivered through Juniper Square. The firm relies on an extensive network of operating partners (including Sumitomo Corporation of Americas, Lincoln Property Company, Altus Realty, and others) to source, co-invest, lease, and manage assets across healthcare, industrial, multifamily, office, and retail property types in markets including Arizona, Colorado, Texas, Georgia, Florida, North Carolina, Virginia, Tennessee, and the Washington D.C. metro area.
Underlying technology is a relatively conventional investment management platform with no disclosed proprietary software, AI/ML components, or APIs; the economic moat rests on partner talent, operating-partner relationships, and a verifiable Fund I track record (30.4% net IRR/2.02x on The Jefferson and 28.6% net IRR/1.81x on 7700 San Felipe). Footprint expansion has been continuous since inception, evolving from traditional office, medical office, and retail in early funds to multifamily (Beverley, Charlotte, December 2020), industrial development (DFW with Sumitomo, July 2021), Nashville office entry with Lincoln Property (211 Commerce, February 2021), life science conversion (Research Square, Rockville, July 2022), and global secondaries (Secondary Partners III, April 2023).
Velocis firmographics
Firmographics- Name
- Velocis
- Legal name
- Velocis
- Website
- https://velocis.com
- Company type
- Private
- Founded year
- 2010
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Velocis is a Dallas-based, 100% employee-owned private equity real estate fund manager founded in 2010, deploying over $2.5 billion of historical AUM across nine closed-end funds serving institutional investors, family offices, and high-net-worth individuals via value-add, industrial, secondaries, and core strategies in U.S. Sunbelt markets.
- Ownership category
- akta.pro rank
Velocis industry classification
Industry- Product category
- Commercial Real Estate Investment Management
- NAICS
- Portfolio Management and Investment Advice (523940), Other Financial Vehicles (52599)
- SIC
- Investors, Nec (6799), Investment Advice (6282)
- akta.pro primary industry
- Real Estate Investment Management (Acquisitions & Dispositions) (BPAJAMAK)
- akta.pro secondary industry
- Real Estate Secondaries (FSANAFAH)
Keywords
Where Velocis is headquartered
LocationHeadquarters
- HQ city
- Dallas
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Velocis business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Fund Management: Manages closed-end private equity real estate funds (Fund I, Fund II, Fund III, Secondary Partners funds) generating management fees and carried interest/performance fees from investors including institutions, family offices, and high-net-worth individuals
- Advisory Services: Velocis Advisors provides asset management and advisory services to investors and real estate clients through separate accounts
Go-to-market motion1 record
Distribution channels1 record
Marketing channels1 record
Velocis product offering
Product offeringCore offering
Velocis is a private equity real estate investment manager that acquires, operates, manages, and disposes of commercial real estate assets through closed-end funds and separate accounts. The firm pursues value-add assets, industrial/logistics development projects, global real estate secondaries, and core real estate investments, primarily targeting high-growth Sunbelt markets in the United States. Investment advisory services are offered through Velocis, an SEC-registered investment adviser.
Product overview
Velocis is a private equity real estate investment firm offering a platform of closed-end funds (Fund I, Fund II, Fund III), a secondary market fund (Secondary Partners III), and separate accounts. The firm's investment products span four distinct strategies: Value-Add Investing, Industrial/Logistics Development, Global Real Estate Secondaries, and Core Investing. These vehicles target commercial real estate across healthcare, industrial, multifamily, office, and retail property types in Sunbelt markets throughout the United States.
Differentiator
Problem solved
Functional benefit
Products and services
- Velocis Fund I
- Velocis Fund II
- Velocis Fund III
- Velocis Secondary Partners III
- Separate Accounts
Quantifiable outcome
- Fund I provided 30.4% net IRR and 2.02x equity multiple on The Jefferson sale
- +2 more outcomes
Companies that use Velocis
Customer profileNamed customers1 record
Segments2 records
Ideal customer profiles2 records
Velocis technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Velocis partnerships and signals
Strategic signalPartnerships
Eleven partnerships are on record, tiered core and minor.
- Altus RealtycoreArlington, VA-based real estate development and investment company partnered with Velocis on Greensboro Park acquisition in Tysons, VA (505,085 SF office complex) and Research Square conversion in Rockville to life science/lab space.
- Lincoln Property CompanycoreDallas-based real estate firm partnered with Velocis on multiple JVs including 211 Commerce in Nashville (third JV together), with LPC providing property management, leasing oversight and construction management services.
- Ironwood Realty PartnersminorPartnered with Velocis and MBK Industrial Properties on new industrial project in Central Texas - 1.1 million-square-foot logistics hub development.
- MBK Industrial PropertiesminorPartnered with Velocis and Ironwood Realty Partners on Central Texas industrial development - over 1 million square feet of warehouse space in Hutto.
- KBC AdvisorsminorPartnered with Velocis on speculative industrial project in Fort Worth (Mercantile Business Center) - two industrial buildings completed.
- Katz PropertiesminorPartnered with Velocis on acquisition of Brandywine Crossing retail center in Maryland (230,925 SF). Katz Properties provides property management services.
- Moore & AssociatescoreBethesda, MD-based local sponsor with 35+ year track record managing 1.5+ million SF of commercial real estate. Partnered on Shirlington Tower acquisition in Arlington and 3120 Fairview Park in Falls Church, VA.
- CREC CapitalminorSouth Florida-based full-service commercial real estate firm partnered with Velocis on One Clearlake Centre in West Palm Beach. CREC provides leasing and management services.
- Wildhorn CapitalminorAustin-based operator sourced and will manage The Saint Mary multifamily property in Austin for Velocis.
- Lincoln HarrisminorCharlotte-based real estate firm leasing and managing 701 Trade Street data center facility acquired by Velocis.
- Prime Healthcare PropertiesminorDevelopment partner that sourced the Willow Park medical office project opportunity for Velocis. Two speculative MOBs totaling 100,000 SF planned near Texas Health Hospital.
Scale indicators7 records
Recent moves8 records
Expansion highlights6 records
Velocis competitors and assessment
Company assessmentEmerging players
- Realterm: Specialized industrial/logistics real estate investment firm, directly comparable to Velocis's expanding industrial development strategy with Sumitomo and MBK.
- Harrison Street: Private real estate investment firm focused on alternative property types (data centers, life science, student housing), partially overlapping with Velocis's specialty property initiatives like life-science conversion.
Direct peers
- Crow Holdings Capital: Dallas-based private equity real estate manager investing across value-add, opportunistic, and core strategies in the U.S., with overlapping Sunbelt focus and comparable fund-size scale.
- Westbrook Partners: Private equity real estate sponsor with diversified value-add, opportunistic, and development strategies across property types and geographies, similar in scale to Velocis.
- DRA Advisors: Employee-owned private equity real estate manager with multiple closed-end funds pursuing value-add and core strategies, mirroring Velocis's structure and employee-ownership profile.
- GTIS Partners: Real estate private equity firm with multiple closed-end funds and a value-add/opportunistic focus across U.S. residential, office, industrial, and retail—directly comparable to Velocis's strategy set.
- Rockpoint Group: Real estate private equity sponsor with multiple closed-end funds deploying value-add and opportunistic capital across property types in U.S. growth markets, paralleling Velocis's investment approach.
Broad incumbents
- AEW Capital Management: Larger, established institutional real estate investment manager with value-add, core, and debt strategies across global markets, operating at meaningfully greater scale than Velocis.
- Angelo Gordon (TPG Angelo Gordon): Multi-strategy alternative asset manager with significant real estate PE capabilities including value-add and secondaries, offering a broader platform than Velocis's pure-play real estate focus.
- Bentall Kennedy (now part of BentallGreenOak / SLC Management): Global institutional real estate investment manager offering a broad platform spanning value-add, core, debt, and secondaries, serving as a larger incumbent comparable to Velocis's diversified offering.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
Velocis financial estimates
Financial estimateRevenue estimate
Valuation estimate
Velocis leadership team
Management profileNumber of profiles
Profiles5 records
Velocis subsidiaries and ownership
Company hierarchySubsidiaries5 records
Velocis funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Velocis M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Velocis
What does Velocis do?
Velocis is a private equity real estate investment manager that acquires, operates, manages, and disposes of commercial real estate assets through closed-end funds and separate accounts. The firm pursues value-add assets, industrial/logistics development projects, global real estate secondaries, and core real estate investments, primarily targeting high-growth Sunbelt markets in the United States. Investment advisory services are offered through Velocis, an SEC-registered investment adviser.
Is Velocis a public or private company?
Velocis is a private company. It is classified as management employee owned and is currently operating.
When was Velocis founded?
Velocis was founded in 2010. It employs 1 to 10 people.
Where is Velocis based?
Velocis is headquartered in Dallas, United States, in the North America region.
How does Velocis make money?
Two revenue lines are on record. Fund Management is the primary driver. The others are advisory Services.
Who are Velocis's main competitors?
Emerging players on record are Realterm and Harrison Street. Direct peers are Crow Holdings Capital, Westbrook Partners, DRA Advisors, GTIS Partners and Rockpoint Group. Broad incumbents are AEW Capital Management, Angelo Gordon (TPG Angelo Gordon) and Bentall Kennedy (now part of BentallGreenOak / SLC Management).
Does Velocis have an API?
No public API is recorded for Velocis.
What industry is Velocis in?
Velocis's product category is Commercial Real Estate Investment Management. Its primary akta.pro industry code is BPAJAMAK, Real Estate Investment Management (Acquisitions & Dispositions), with a secondary code of FSANAFAH, Real Estate Secondaries. Its NAICS code is 523940 and its SIC code is 6799.