The Bascom Group
The Bascom Group is a private equity firm headquartered in Irvine, California, founded in 1995, that invests opportunistically in U.S. value-add multifamily and commercial real estate through its flagship funds, repositioning underperforming assets for institutional, family office, and accredited investor LPs.
- Company typePrivate
- Founded1995
- HeadquartersIrvine, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What The Bascom Group does
The Bascom Group, LLC is a privately held real estate private equity firm founded in 1995 (incorporated as an LLC and headquartered in Irvine, California) that pursues opportunistic value-add investments, primarily in U.S. multifamily housing, with a secondary commercial real estate practice. Co-founded by Derek Chen, Jerry Fink, and David Kim, the firm acquires underperforming, distressed, or below-market properties and repositions them through capital improvements, operational changes, and management upgrades. As of 2025, the firm reports over $28.9 billion in combined multifamily and commercial transactions, more than 428 multifamily projects, and 110,000+ units, with the website stating 93,000+ multifamily units and 24 million square feet of commercial space under management as of 2026.
The firm deploys capital through discretionary commingled funds, most recently Bascom Value Added Apartment Investors V (Fund V, closed February 2022 with $150 million in equity commitments and up to $500 million of buying power) and Bascom Value Added Apartment Investors VI (Fund VI, launched March 2025 as a Rule 506(c) offering seeking an additional ~$76 million of equity on top of ~$68 million already deployed in five properties). Revenue is generated from management fees, carried interest, property-level rental income, and affiliated services. Capital is sourced through direct sales-led distribution to institutional investors, family offices, and high-net-worth accredited individuals.
Operating execution is supported by an ecosystem of wholly owned and affiliated platforms: regional acquisition vehicles (Bascom Arizona Ventures, Bascom Northwest Ventures, Chenco Holdings, Spirit Investment Partners, Meridian Investment Group, BG Pearce), a commercial affiliate (Harbor Associates), a workspace affiliate (Premier Workspaces), in-house property management (Apartment Management Consultants), construction management (SD-CAP), and third-party asset management (Consolidated Real Estate Strategies, a 2024 JV with Cross Coast Partners). The firm has also established co-investment and debt relationships with institutional capital partners including Oaktree Capital Management, KKR, AXA Investment Managers, TPG Real Estate Finance Trust, Walton Street, Farallon Capital, Artemis Real Estate Partners, and the Carlyle Group, alongside commercial real estate intermediaries such as Newmark, Northmarq, Berkadia, JLL, and Lee & Associates.
The Bascom Group firmographics
Firmographics- Name
- The Bascom Group
- Legal name
- The Bascom Group, LLC.
- Website
- https://bascomgroup.com
- Company type
- Private
- Founded year
- 1995
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- The Bascom Group is a private equity firm headquartered in Irvine, California, founded in 1995, that invests opportunistically in U.S. value-add multifamily and commercial real estate through its flagship funds, repositioning underperforming assets for institutional, family office, and accredited investor LPs.
- Ownership category
- akta.pro rank
The Bascom Group industry classification
Industry- Product category
- Private Equity Real Estate Investment
- NAICS
- Other Financial Investment Activities (5239), Offices of Other Holding Companies (551112)
- SIC
- Investors, Nec (6799), Real Estate Dealers (For Their Own Account) (6532), Lessors Of Real Property, Nec (6519)
- akta.pro primary industry
- Special Purpose & Alternative Asset Brokerage (BPAJABAH)
Keywords
Where The Bascom Group is headquartered
LocationHeadquarters
- HQ city
- Irvine
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
The Bascom Group business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure, Supply Chain
Revenue model
- Asset Management & Performance Fees: Earn management fees and carried interest (performance fees) from managing investment funds and portfolios on behalf of institutional investors and high-net-worth individuals. Revenue generated from successful property repositioning and value creation.
- Rental Income: Income from operating multifamily properties including rental payments from residential tenants across portfolio properties.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Multi-year contract | Fund investment with negotiated terms |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels5 records
The Bascom Group product offering
Product offeringCore offering
The Bascom Group is a private equity firm that invests in and repositions undervalued multifamily and commercial real estate properties through syndicated investment funds (Fund V and Fund VI) targeting institutional investors, family offices, and accredited high-net-worth individuals. The firm acquires underperforming properties, executes value-add renovations and operational improvements, and creates long-term value across a national footprint of more than 110,000 multifamily units.
Product overview
The Bascom Group is a private equity firm specializing in opportunistic real estate investments and property repositioning strategies. The firm operates through a collection of affiliated companies and investment funds rather than a unified software product. Its core offerings include value-added multifamily real estate investment through dedicated funds (Fund V and Fund VI), property repositioning services, and affiliate-based property management and construction management. The firm maintains multiple specialized affiliates including Harbor Associates (office), Bascom Arizona Ventures, Bascom Northwest Ventures, Chenco Holdings, Spirit Investment Partners, and CRES for third-party asset management. The investment strategy focuses on acquiring underperforming multifamily properties, implementing capital improvements, and repositioning them for long-term value creation.
Differentiator
Problem solved
Functional benefit
Products and services
- Bascom Value Added Apartment Investors VI (Fund VI) A Rule 506(c) private placement fund focused on acquiring value-add and distressed apartment properties across the United States for repositioning and long-term value creation. Currently owns 5 apartment properties with approximately $68 million equity invested.
- Bascom Value Added Apartment Investors V (Fund V) The fifth fully discretionary multifamily real estate investment fund with $150 million equity commitments providing up to $500 million of buying power for multifamily acquisitions across the United States.
- Opportunistic Real Estate Investment Services Core investment service identifying undervalued multifamily and commercial real estate assets and repositioning them through capital improvements and operational efficiency to drive long-term returns.
- Property Repositioning Transformation of underperforming multifamily and mixed-use real estate into high-performing assets through targeted renovation, capital improvement programs, and operational strategies.
- Consolidated Real Estate Strategies (CRES) Joint venture with Cross Coast Partners, LLC focused on third-party asset management and advisory services for multi-family properties across the United States.
Quantifiable outcome
- $28.9 billion+ in multifamily and commercial value-added transactions completed
- +4 more outcomes
Companies that use The Bascom Group
Customer profileNamed customers5 records
Segments4 records
Ideal customer profiles3 records
The Bascom Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
The Bascom Group partnerships and signals
Strategic signalPartnerships
21 partnerships are on record, tiered core and minor.
- Bascom Arizona VenturescoreAffiliate of The Bascom Group focused on Arizona multifamily acquisitions. Acquired Domain 3201 (289-unit property in Tucson) for $45.5 million, marking second acquisition in 2026.
- Institutional Property AdvisorscoreArranged the off-market transaction for Domain 3201 acquisition. Provided transaction facilitation and advisory services.
- Bryten Real Estate PartnersminorProperty management partner for Domain 3201 in Tucson. New ownership plans capital improvement program for value-add repositioning.
- Dirty BirdsminorSan Diego-based sports bar and chicken wing chain. Leased 3,039 sq ft ground floor restaurant space at 200 Pine Avenue in downtown Long Beach, expanding from multiple San Diego County locations.
- NewmarkcoreArranged the sale and financing for Capitol at Stonebriar (424-unit multifamily community in Frisco, Texas). Full-service commercial real estate services firm.
- Bascom Arizona VenturescoreAcquired Retreat at Speedway, a 304-unit apartment community in Tucson, Arizona for $53.4 million. Marked firm's return to multifamily buying and first purchase since February 2020.
- Lee & AssociatesminorRetained Noel Aguirre and Sean Lieppman of Lee & Associates to market and lease 4,100 sq ft ground floor restaurant space at 200 Pine Avenue in Long Beach.
- Consolidated Real Estate Strategies (CRES)coreJoint venture with Cross Coast Partners (CCP) based in McKinney, Texas, focused on third-party asset management and advisory services of multi-family properties across the United States.
- Cross Coast Partners, LLCcoreBased in McKinney, Texas. Partnered with Bascom Group to form Consolidated Real Estate Strategies (CRES) for third-party asset management and advisory services.
- Apartment Management ConsultantscoreProvides property management services for Old River Place (249-unit build-to-rent property in Bakersfield, California).
- SD-CAPcoreProvides construction management services for Old River Place (249-unit build-to-rent property in Bakersfield, California).
- Oberdorf Real Estate ManagementcoreJoint venture with Oberdorf Real Estate Management for acquisition of Hearthstone at City Center (360-unit in Aurora) for $74 million. Bascom's 37th acquisition in Colorado.
- NorthmarqcoreSeller's representative for Overlook Apartments (344-unit in Albuquerque) - Bascom's first multifamily acquisition in New Mexico.
- Apartment Management ConsultantscoreProvides property management services for Overlook Apartments (344-unit in Albuquerque, New Mexico).
- SD-CAPcoreProvides construction management services for Overlook Apartments (344-unit in Albuquerque, New Mexico).
- BerkadiacoreArranged debt financing for The Strand (408-unit in West Sacramento) and Texan 26 (204-bed student housing in Austin). Full-service commercial real estate firm.
- Sares RegisminorProvides property management services for The Strand (408-unit in West Sacramento, California).
- HinesminorAffiliate of Hines acquired Tempo at Riverpark Apartments (235-unit coastal community in Oxnard, California) from Bascom Northwest Ventures for $105 million.
- Village Partners InvestmentscoreJoint venture for State Street Village mixed-use development (700-unit project at former Redlands Mall in Redlands, California). Full entitlements received.
- Chenco HoldingscoreAffiliate of The Bascom Group. One of several regional investment platforms including Harbor Associates, Bascom Arizona Ventures, Bascom Northwest Ventures.
- Harbor AssociatescoreAffiliate focused on value-add and opportunistic office market investments. JV with Farallon Capital Management for Yorba Linda Commerce Center ($81 million, 280,000 sq ft).
Scale indicators11 records
Recent moves6 records
Expansion highlights5 records
The Bascom Group competitors and assessment
Company assessmentDirect peers
- Starwood Capital Group: Global private investment firm with major multifamily and opportunistic real estate strategies, directly comparable to Bascom's value-add multifamily repositioning approach at significantly larger scale.
- KKR Real Estate: Major PE firm with dedicated real estate platform investing in multifamily and commercial assets. KKR has provided acquisition financing to Bascom JV partnerships, indicating active overlap in the value-add multifamily space.
- Crow Holdings Capital: Dallas-based private real estate investment manager focused on multifamily, industrial, and office value-add strategies. Closely comparable mid-market PE real estate firm with similar fund size and Sun Belt geographic emphasis.
- TPG Angelo Gordon: Alternative investment manager (now part of TPG) with deep value-add multifamily and real estate credit strategies. Comparable opportunistic real estate approach and partnership profile.
- Greystar Real Estate Partners: Global multifamily-focused investment and property management firm. Directly comparable multifamily investment strategy combined with vertically integrated operations (Bascom uses affiliate AMC for similar function).
- AEW Capital Management: Diversified real estate investment manager with core, core-plus, value-add, and opportunistic strategies including multifamily. Mid-to-large size firm with comparable fund structure and LP base.
- Harrison Street: Chicago-based alternative real estate investment manager focused on demographic-driven real estate including multifamily, student housing, and senior housing. Comparable in size and strategy; both have student housing exposure (Bascom's Texan 26, Harrison Street is a leader in the space).
Broad incumbents
- Blackstone Real Estate: Largest global real estate investor with massive multifamily exposure via BREIT and core-plus vehicles. Overlaps with Bascom in multifamily investment but operates at vastly greater scale and with broader strategy.
- Brookfield Real Estate: Major alternative asset manager with significant multifamily and commercial real estate strategies. Comparable opportunistic investment philosophy with global scale.
Regional players
- Carmel Partners: San Francisco-based multifamily investment firm focused on West Coast urban value-add and development. Comparable multifamily repositioning approach with strong geographic overlap in California but more urban/development-skewed.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat5 records
Key risks5 records
Key highlights7 records
Customer concentration
The Bascom Group social profiles
Digital presenceThe Bascom Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
The Bascom Group leadership team
Management profileNumber of profiles
Profiles3 records
The Bascom Group subsidiaries and ownership
Company hierarchySubsidiaries12 records
The Bascom Group funding detail
Funding detailFunding overview
Funding rounds1 record
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
The Bascom 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 The Bascom Group
What does The Bascom Group do?
The Bascom Group is a private equity firm that invests in and repositions undervalued multifamily and commercial real estate properties through syndicated investment funds (Fund V and Fund VI) targeting institutional investors, family offices, and accredited high-net-worth individuals. The firm acquires underperforming properties, executes value-add renovations and operational improvements, and creates long-term value across a national footprint of more than 110,000 multifamily units.
Is The Bascom Group a public or private company?
The Bascom Group is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was The Bascom Group founded?
The Bascom Group was founded in 1995. It employs 11 to 50 people.
Where is The Bascom Group based?
The Bascom Group is headquartered in Irvine, United States, in the North America region.
How does The Bascom Group make money?
Two revenue lines are on record. Asset Management & Performance Fees are the primary driver. The others are rental Income.
Who are The Bascom Group's main competitors?
Direct peers on record are Starwood Capital Group, KKR Real Estate, Crow Holdings Capital, TPG Angelo Gordon, Greystar Real Estate Partners, AEW Capital Management and Harrison Street. Broad incumbents are Blackstone Real Estate and Brookfield Real Estate. Carmel Partners is listed as a regional player.
Does The Bascom Group have an API?
No public API is recorded for The Bascom Group.
What industry is The Bascom Group in?
The Bascom Group's product category is Private Equity Real Estate Investment. Its primary akta.pro industry code is BPAJABAH, Special Purpose & Alternative Asset Brokerage. Its NAICS code is 5239 and its SIC code is 6799.