Sage Investment Group
- Company typePrivate
- Founded2020
- HeadquartersRichland, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
Sage Investment Group firmographics
Firmographics- Name
- Sage Investment Group
- Legal name
- Sage Investment Group
- Website
- https://sageinvestment.group
- Company type
- Private
- Founded year
- 2020
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
Sage Investment Group industry classification
Industry- Product category
- Real Estate Investment Management
- NAICS
- Portfolio Management and Investment Advice (52394), Portfolio Management and Investment Advice (523940), Other Investment Pools and Funds (5259)
- SIC
- Real Estate Dealers (For Their Own Account) (6532), Real Estate Agents & Managers (For Others) (6531), Investment Advice (6282)
- akta.pro primary industry
- Hospitality (Hotels & Resorts) Asset Management (BPAJAMAE)
- akta.pro secondary industries
- Real Estate Investment Advisory (Acquisitions/Dispositions, Capital Allocation) (BPAJANAA), Real Estate Funds — Core-Plus (FSANAEAG)
Keywords
Where Sage Investment Group is headquartered
LocationHeadquarters
- HQ city
- Richland
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Sage Investment Group business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Operations, Personnel, Marketing or Sales, Supply Chain, Others
Revenue model
- Real Estate Investment Management: Generates revenue by acquiring, converting, and managing hotel-to-apartment properties, offering accredited investors participation in investment opportunities through their platform. Revenue derived from property appreciation, rental income, and fund management fees.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Accredited investor investment opportunities |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels4 records
Sage Investment Group product offering
Product offeringCore offering
Sage Investment Group is a real estate investment firm that acquires underperforming hotels and converts them into workforce apartment communities, then offers accredited investors the opportunity to participate in these conversion projects through fund-based investment vehicles. The firm manages a portfolio of 3,000+ units across 32 properties valued at $404M+, with 30 conversions launched and 13 completed in 2025. Investors access opportunities through a JuniperSquare-powered investor portal after a qualification process, supported by educational webinars and downloadable investor decks.
Product overview
Sage Investment Group operates as a single, unified investment platform focused on hotel-to-apartment conversion projects for accredited investors. The core offering consists of fund-based investment opportunities, supported by an Investor Portal powered by Juniper Square, investor education webinars, and downloadable investor decks. The company does not offer modular or add-on products—the platform provides direct access to conversion fund investments with accompanying investor services including fund snapshots, portfolio tracking, and educational resources.
Differentiator
Problem solved
Functional benefit
Products and services
- Hotel-to-Apartment Conversion Investment Platform Real estate investment platform that enables accredited investors to participate in hotel-to-apartment conversion projects, offering fund snapshots, investor portal access via JuniperSquare, and webinar-based investor education for high-net-worth individuals and institutional investors.
- Investor Portal (JuniperSquare)
Quantifiable outcome
- Projects completed at 50% of replacement cost
- +3 more outcomes
Companies that use Sage Investment Group
Customer profileSegments1 record
Ideal customer profiles1 record
Sage Investment Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
Sage Investment Group partnerships and signals
Strategic signalScale indicators5 records
Recent moves6 records
Expansion highlights5 records
Sage Investment Group competitors and assessment
Company assessmentBroad incumbents
- Park Hotels & Resorts: Large publicly-traded hotel REIT that owns upper-upscale and luxury hotels with the financial flexibility to selectively dispose of or convert underperforming assets into multifamily. Comparable as a hospitality owner/operator facing similar capital-allocation decisions on conversion candidates.
- Pebblebrook Hotel Trust: Urban-lifestyle hotel REIT with a portfolio of mostly owned properties. Relevant as a potential source of distressed urban conversion inventory and as a comparable hospitality owner evaluating alternative-use repositioning.
- Ashford Hospitality Trust: Lodging REIT with a large portfolio of full-service and select-service hotels. Comparable in holding the type of select-service assets Sage targets for acquisition and conversion, and a plausible seller of distressed inventory.
- Condor Hospitality Trust: Select-service and extended-stay hotel REIT that has actively explored portfolio repositioning and dispositions. Directly comparable as an owner of the limited-service hotel product type that Sage targets for conversion.
- NewLake Capital Partners: Specialty REIT (cannabis-tenant real estate) demonstrating the externally-managed REIT model alternative to Sage's private-fund structure. Comparable as a small-cap, externally-managed REIT sponsor targeting niche real estate.
- Apartment Investment and Management Company (Aimco): Diversified multifamily REIT that owns and operates apartment communities nationally. Comparable as a large institutional owner/operator of the multifamily asset class Sage produces, and a potential acquirer of stabilized conversion portfolios.
Emerging players
- DLP Real Estate Capital: Private real estate investment firm operating multiple actively-managed funds targeting high-net-worth and accredited investors with a focus on workforce and attainable housing. Comparable as a fund sponsor with overlapping LP base and a thematic focus on affordable housing.
Others
- Fundrise: Online real estate investment platform offering interval funds and eREITs to individual and accredited investors. Comparable as a competing capital-raising channel for retail and accredited investors allocating to private real estate, though broader in strategy than Sage.
- CrowdStreet: Online marketplace for private commercial real estate offerings targeted at accredited investors. Comparable as an alternative distribution channel where Sage's accredited LPs could otherwise allocate capital.
- RealtyMogul: Real estate crowdfunding and investment platform catering to accredited investors across multiple property types. Comparable as a competing capital-aggregation platform for the same accredited LP segment Sage targets.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
Sage Investment Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
Sage Investment Group leadership team
Management profileNumber of profiles
Profiles3 records
Sage Investment Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Sage Investment Group 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 Sage Investment Group
What does Sage Investment Group do?
Sage Investment Group is a real estate investment firm that acquires underperforming hotels and converts them into workforce apartment communities, then offers accredited investors the opportunity to participate in these conversion projects through fund-based investment vehicles. The firm manages a portfolio of 3,000+ units across 32 properties valued at $404M+, with 30 conversions launched and 13 completed in 2025. Investors access opportunities through a JuniperSquare-powered investor portal after a qualification process, supported by educational webinars and downloadable investor decks.
Is Sage Investment Group a public or private company?
Sage Investment Group is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Sage Investment Group founded?
Sage Investment Group was founded in 2020. It employs 1 to 10 people.
Where is Sage Investment Group based?
Sage Investment Group is headquartered in Richland, United States, in the North America region.
How does Sage Investment Group make money?
One revenue line is on record: real Estate Investment Management.
Who are Sage Investment Group's main competitors?
Broad incumbents on record are Park Hotels & Resorts, Pebblebrook Hotel Trust, Ashford Hospitality Trust, Condor Hospitality Trust, NewLake Capital Partners and Apartment Investment and Management Company (Aimco). DLP Real Estate Capital is listed as an emerging player. Others are Fundrise, CrowdStreet and RealtyMogul.
Does Sage Investment Group have an API?
No public API is recorded for Sage Investment Group.
What industry is Sage Investment Group in?
Sage Investment Group's product category is Real Estate Investment Management. Its primary akta.pro industry code is BPAJAMAE, Hospitality (Hotels & Resorts) Asset Management, with a secondary code of BPAJANAA, Real Estate Investment Advisory (Acquisitions/Dispositions, Capital Allocation). Its NAICS code is 52394 and its SIC code is 6532.