Equity Partnership Holdings

What Equity Partnership Holdings does

Equity Partnership Holdings (EPH) is a privately held real estate investment company founded in 2010 by Nick Forss and Garrod Moltz, headquartered in Denver, CO, with additional offices in Newport Beach, CA and Charleston, SC. The firm sponsors multi-family real estate investment partnerships on a deal-by-deal basis, applying value-add strategies to properties acquired predominantly in growing secondary and tertiary U.S. markets such as Omaha, Little Rock, Memphis, and more recently the Dallas-Fort Worth metroplex. EPH reports $500M+ in assets under management across 28 active investments, approximately 2,000 multifamily units under management in 25+ deals across 9 states and 11 markets, and a base of 250+ high-net-worth individual investors.

The company's core technology footprint is limited to AppFolio, a third-party SaaS investor portal that provides real-time performance tracking, document management, and portfolio analytics to limited partners. EPH's main line of business is asset management and carried interest on its sponsored investment partnerships, supplemented by its wholly-owned subsidiary EPH Capital, LLC — established in 2017 — which originates and structures debt and equity investment opportunities nationwide and reports over $1 billion in cumulative transaction value. Property management is largely handled through an affiliated operating company, Encore Property Management.

EPH's go-to-market is relationship-driven: it sells investment opportunities directly to high-net-worth individual investors through private placement offerings, relying on referrals, repeat capital commitments, and long-tenured investor relationships (multiple investors cite 10+ year tenures) to source new capital. The firm has no institutional limited partners and operates with a small core team of approximately 6 employees plus affiliated property management. Revenue is generated through asset management fees on AUM, acquisition and disposition fees, and carried interest on successful exits, with no publicly disclosed pricing or minimums.

Name

Equity Partnership Holdings

Legal name

Equity Partnership Holdings, LLC

Website

https://ephproperties.com

Company type

Private

Founded year

2010

Operating status

Operating

Headcount range

1–10 employees

Short description

Equity Partnership Holdings is a Denver-based, privately held real estate investment firm founded in 2010 that sponsors multi-family value-add investment partnerships for high-net-worth individual investors across 9 U.S. states, reporting $500M+ in AUM and 28 active investments, with a debt/equity structuring subsidiary called EPH Capital.

Ownership category

akta.pro rank

Product category

Real Estate Investment Management

NAICS

Other Investment Pools and Funds (5259)

SIC

Real Estate Dealers (For Their Own Account) (6532), Investors, Nec (6799)

akta.pro primary industry

Real Estate Fundraising Placement (REPE/REIT/Property Funds) (FSAEALAD)

Keywords

• Real estate investment partnerships
• Multi-family value-add investing
• Private placement offerings
• Real estate asset management
• Investor capital deployment

Headquarters

HQ city

Denver

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Real Estate Investment Partnerships: The company sponsors real estate investment partnerships, primarily in multi-family value-add properties. Investors participate in individual deals through private placement offerings, receiving returns through rental income, property appreciation, and eventual sale. Revenue is generated through asset management fees and carried interest on successful investments.

Go-to-market motion2 records

Distribution channels2 records

Marketing channels3 records

Core offering

Equity Partnership Holdings sponsors real estate investment partnerships, primarily focused on multi-family value-add properties, offering high-net-worth individual investors access to professionally managed real estate deals across growing secondary markets in the U.S. The firm structures and manages private placement offerings, generates returns through rental income, property appreciation, and eventual sale, and earns revenue from asset management fees and carried interest on successful investments.

Product overview

Equity Partnership Holdings operates as a real estate investment platform centered on multi-family value-add strategies. The core offering is their investment portfolio management platform, supplemented by EPH Capital for debt and equity structuring services and an AppFolio-powered Investor Portal for investor communications and reporting. The company manages a diverse portfolio of approximately 28 active investments spanning multifamily properties across multiple states, with realized and current projects tracked through their investor-facing digital tools.

Differentiator

Problem solved

Functional benefit

Brands

• EPH Capital: Debt and equity division of Equity Partnership Holdings that originates and structures investment opportunities nationwide, with over $1 billion in transaction value.

Products and services

• Real Estate Investment Partnerships (Multi-Family Value-Add) Sponsored private placement offerings in multi-family value-add properties across U.S. growing secondary markets, offered to high-net-worth individual investors seeking risk-adjusted returns, passive income, and diversification from traditional stock/bond investments.
• EPH Capital (Debt and Equity Financing) Debt and equity division that originates and structures financing opportunities nationwide across multifamily, industrial, retail, and hospitality asset classes for real estate transactions exceeding $1 billion in cumulative value.
• EPH Investor Portal (AppFolio-powered) Web-based investor portal providing real-time investment performance tracking, document management, and portfolio analytics for EPH individual investors across all active and realized real estate investment partnerships.

Quantifiable outcome

• $500M+ in Assets Under Management
• +3 more outcomes

Named customers2 records

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Scale indicators8 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• Hamilton Point Investments: Privately held multifamily real estate investment sponsor focused on value-add acquisitions across secondary and tertiary U.S. markets, raising capital from individual investors through private placement offerings — directly comparable to EPH's sponsor model.
• JVM Realty Corporation: Multifamily owner-operator and investor specializing in value-add apartment communities across the Midwest and Sun Belt, raising capital via private syndications — comparable strategy, geography overlap, and HNW investor base.
• ROC Realty Investments: Private real estate investment firm focused on multifamily value-add acquisitions and development, raising capital from private investors through deal-by-deal syndications — directly mirrors EPH's sponsor and partnership structure.
• Auctus Capital Partners: Private multifamily real estate investment sponsor raising capital from individual investors for value-add apartment acquisitions in growth markets — comparable deal size, capital-raising model, and value-add thesis.
• FPA Multifamily: Multifamily investment firm focused on acquiring and operating value-add apartment properties in select U.S. markets, syndicating equity to private investors — directly comparable in product, strategy, and investor channel.

Broad incumbents

• Preferred Apartment Communities (BlackRock): Previously a publicly traded multifamily REIT with similar Sun Belt value-add focus, now part of a large institutional platform — comparable asset class and geography but operates at much larger institutional scale.
• Independence Realty Trust: Publicly traded multifamily REIT focused on non-gateway U.S. markets, providing capital markets scale and exit benchmarking relevant to EPH's secondary-market portfolio.
• Apartment Investment and Management Company (AIMCO): Large diversified multifamily owner-operator and capital markets participant — comparable only at the broad asset-class and capital-markets level, far larger and more diversified than EPH.

Emerging players

• RealtyMogul: Online real estate investment platform enabling individual investors to access commercial real estate offerings — adjacent business model that competes for the same HNW investor capital pool EPH cultivates.

Others

• Lima One Capital: Private real estate lender focused on multifamily and rental property financing — relevant comparable for EPH Capital's debt origination and structuring activities, though EPH is primarily an equity sponsor.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/EPHProperties
• LinkedInlinkedin.com/company/equity-partnership-holdings-llc

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 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 Equity Partnership Holdings