Octave Holdings and Investments

Name

Octave Holdings and Investments

Legal name

Octave Holdings and Investments, LLC

Website

https://octavehi.com

Company type

Private

Founded year

2018

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Commercial Real Estate Investment Management

NAICS

Portfolio Management and Investment Advice (523940), Other Financial Investment Activities (5239), Other Financial Vehicles (525990)

SIC

Real Estate Dealers (For Their Own Account) (6532), Real Estate Agents & Managers (For Others) (6531), Investment Advice (6282)

akta.pro primary industry

Real Estate Investment Advisory (Acquisitions/Dispositions, Capital Allocation) (BPAJANAA)

akta.pro secondary industry

Real Estate Investment Sales (Income-Producing Properties) (FSAEAJAC)

Keywords

• Commercial real estate
• Real estate investment funds
• Grocery-anchored retail
• Medical office buildings
• Accredited investor offerings

Headquarters

HQ city

Alpharetta

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Infrastructure, Marketing or Sales, Technology or R&D

Revenue model

1. Real Estate Investment Funds: Octave operates as a real estate investment firm raising capital through private funds (Octave Realty Funds, OVA Fund). Returns generated through rental income, property appreciation, and capital gains upon refinancing or sale. Investors receive monthly dividends and profit sharing upon liquidation.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels6 records

Core offering

Octave Holdings and Investments is a commercial real estate investment firm that raises capital from pre-qualified accredited investors through private funds (the Octave Realty Fund series and the OVA Fund / Octave Vantico Alliance Fund I) and deploys it into grocery-anchored shopping centers and medical office buildings across the U.S., Canada, and the UAE. The firm operates the full asset lifecycle internally through its wholly-owned subsidiary Pinnacle Leasing & Management Services, covering acquisition, leasing, maintenance, and disposition. Investors access holdings and reporting through a proprietary investor portal and iOS/Android mobile applications, with a Self-Directed IRA investment option available through partner custodians.

Product overview

Octave Holdings and Investments is a commercial real estate investment firm offering a platform of investment products centered around grocery-anchored and shadow shopping center properties. The core offering consists of Octave Realty Funds (ORF X, ORF XI) and the OVA Fund (Octave Vantico Alliance Fund I), which provide qualified investors access to diversified commercial real estate portfolios with targeted annual returns of 15-18%. The company supports its investors through an in-house investor portal providing real-time portfolio visibility and metrics, mobile applications for iOS and Android, and Self-Directed IRA investment options. The product ecosystem enables passive income through stable monthly dividends backed by tangible real estate assets.

Differentiator

Problem solved

Functional benefit

Brands

• OVA Fund (Octave Vantico Alliance Fund I): Strategic partnership with Vantico Investments targeting necessity-driven retail and healthcare real estate in high-growth U.S. markets.
• ORF (Octave Realty Fund)
• Octave Opportunity Fund

Products and services

• OVA Fund (Octave Vantico Alliance Fund I) Private real estate fund targeting grocery-anchored shopping centers and medical office buildings in high-growth U.S. markets, offered to pre-qualified accredited investors through the Octave/Vantico strategic partnership.
• ORF X (Octave Realty Fund X) Closed-end private commercial real estate fund offering accredited investors a $100,000 minimum commitment, 10% cash-on-cash target, 15%-18% average annual return target, and a 5-7 year average hold period, with a $50 million total raise target.
• ORF XI (Octave Realty Fund XI) Latest active Octave Realty Fund offering accredited investors access to a diversified commercial real estate portfolio with stable growth and consistent monthly dividend distributions.
• Octave Investor Portal Proprietary web portal at signin.octavehi.com that gives Octave investors account management, real-time investment insights, portfolio metrics, and administrative functions for their fund holdings.
• Octave Mobile App (iOS) iOS application that lets U.S. investors access their Octave portfolios, view investment insights, and receive account communications on iPhone and iPad.
• Octave Mobile App (Android) Android application that lets U.S. investors access their Octave portfolios, view investment insights, and receive account communications on Android devices.
• Self-Directed IRA (SDIRA) Investment Option Tax-advantaged investment vehicle allowing investors to deploy Self-Directed IRA balances into Octave's real estate funds through approved SDIRA custodians such as Madison Trust.

Quantifiable outcome

• 10% Cash-on-Cash target returns
• +3 more outcomes

Named customers1 record

Segments1 record

Ideal customer profiles1 record

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Four partnerships are on record, tiered core, major and supporting.

• Vantico InvestmentscoreStrategic or Co-development Partner · 12 March 2026Strategic partnership through Octave Vantico Alliance Fund I (OVA Fund) targeting necessity-driven retail and healthcare real estate in high-growth U.S. markets. First two acquisitions totaled $52 million including Towne Square in Roanoke, Virginia and The HUB Medical Center in Summerville, South Carolina. Third acquisition of 2026 was Randall Square in Geneva, Illinois.
• BNW DevelopmentscoreStrategic or Co-development Partner · 30 December 2025Partnership to co-develop Tonino Lamborghini Residences on Al Marjan Island in the UAE. Project includes 377 luxury apartments reflecting Italian design. Aligns with Ras Al Khaimah's goal to attract high-end tourism and investment by 2030.
• Loudon Hospitality ManagementmajorStrategic or Co-development Partner · 29 June 2022Joint venture partnership for hospitality real estate investments including Hampton Inns and Suites, Holiday Inn Express, and avid Hotel acquisitions. Expanded partnership through multiple hotel acquisitions.
• Madison TrustsupportingChannel Partner/ Reseller/ DistributorSelf-Directed IRA custodian partner enabling investors to invest retirement funds in Octave real estate offerings through SDIRA accounts.

Scale indicators7 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Starwood Capital Group: Global private investment firm with a major CRE equity and debt platform, including vehicles for individual investors. Comparable commercial real estate investment thesis and fund structures at much larger scale.
• Blackstone Real Estate Income Trust: Non-traded REIT sponsored by Blackstone managing tens of billions in CRE assets for individual and accredited investors. Comparable asset class and investor base, but vastly larger scale and broader strategy.

Direct peers

• CrowdStreet: Online CRE investment marketplace that raises capital from accredited investors to fund individual property deals and funds — directly comparable to Octave's accredited-investor fund model with a tech-enabled investor portal.
• Fundrise: Direct-to-investor CRE investment platform offering eREITs and interval funds to individual and accredited investors. Comparable in target market (retail-accessible real estate investing) and tech-led investor experience, though typically lower minimums.
• EquityMultiple: CRE investment platform providing accredited investors access to diversified real estate debt and equity offerings. Comparable for accredited-only investor base, diversified fund offerings, and CRE-focused investment thesis.
• RealtyMogul: CRE investment platform offering individual property deals and REITs to accredited investors. Closely comparable model: fund-based capital raises, online investor portal, and focus on income-producing commercial properties.
• Origin Investments: Private CRE investment firm raising capital from accredited investors via diversified funds focused on multifamily and value-add assets. Comparable in fund-based CRE investing for HNW investors and full-lifecycle asset management.

Regional players

• Marcus & Millichap: Commercial real estate investment services firm providing brokerage, financing, and investment sales across property types. Comparable in commercial real estate transaction expertise and US footprint, though focused on intermediation rather than principal investment.

Emerging players

• Yieldstreet: Alternative-investments platform offering CRE and other private-market products to accredited investors. Comparable target market and investor experience, though broader than pure CRE.

Others

• JLL (Jones Lang LaSalle): Global commercial real estate services firm offering investment sales, capital markets, property management, and advisory. Comparable in operating geographies and CRE asset classes, but operates as an institutional services provider rather than a principal investor.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/OctaveHI
• LinkedInlinkedin.com/company/octave-holdings-and-investments
• Instagraminstagram.com/octavehi
• Xx.com/octave_hi

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Octave Holdings and Investments