Urban Green Investments

What Urban Green Investments does

Urban Green Investments is a San Francisco-based private equity real estate investment firm founded in 2008 that deploys opportunistic, IRR-driven capital across diversified U.S. real estate asset classes, including multi-family, data centers, fiber infrastructure, land development, hospitality, office, industrial, and senior housing. The firm operates a vertically integrated platform with in-house underwriting, financing, development, asset management, accounting, and investor reporting, and distributes its offerings primarily through a relationship-driven motion aimed at High-Net-Worth individual investors and a network of 17 co-GP (Co-General Partner) alliances with best-in-class real estate operators and sponsors. Urban Green co-invests approximately 20% of principal per deal alongside partners, allowing disproportionate profit participation via carried interest structures.

The firm's reported operational footprint spans more than 4,200 acquired units, approximately 3,800 planned or entitled units in the development pipeline, and roughly 1.8 million square feet of commercial space across at least eight U.S. markets. Notable transactions include 19 multifamily properties in Boston acquired since 2016 in partnership, a 440-unit Mosaic apartment tower in Dallas acquired with Olympus Property, a 235-room Four Points by Sheraton in San Rafael acquired for repositioning, joint-venture redevelopment of the former Alameda Naval base (winner of a 2018 Architectural Preservation Award), and an off-market 2018 sale of a 52-unit Portland complex to the City of Portland that delivered IRR more than double the original projection. Technology infrastructure is centered on Juniper Square, which has served as the firm's investor portal, portfolio tracking, and reporting platform since 2014.

Urban Green's customer base splits between two primary segments: qualified individual HNW investors seeking diversified urban real estate deal flow with multi-generational wealth-building orientation, and Co-GP partner operators and developers who receive capital, credit enhancement, asset management, accounting, and investor relations support in exchange for deal flow and operational execution. The firm reports an 80% investor reinvestment rate, signaling high LP retention, and earns revenue through management fees and carried interest (promote) on Co-GP structures rather than disclosed subscription pricing. Leadership comprises CEO David McCloskey, CIO Barrett Elmer, CFO Amy Lin, COO Jasmine Nazari, with Chairman Tom McCloskey and President Peter Lynch also noted; the firm operates with a 1–10 employee headcount from its 451 Jackson Street, San Francisco headquarters.

Name

Urban Green Investments

Legal name

Urban Green Investments

Website

https://urbangreeninv.com

Company type

Private

Founded year

2008

Operating status

Operating

Headcount range

1–10 employees

Short description

Urban Green Investments is a San Francisco-based private equity real estate firm founded in 2008 that invests across diversified U.S. asset classes via a vertically integrated platform, serving High-Net-Worth individual investors and a network of 17 Co-General Partner sponsor alliances with roughly 20% principal co-investment per deal.

Ownership category

akta.pro rank

Product category

Private Equity Real Estate Investment Management

NAICS

Other Investment Pools and Funds (5259), Other Financial Vehicles (52599), Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Real Estate Dealers (For Their Own Account) (6532), Investment Advice (6282), Non-Operating Establishments (9995)

akta.pro primary industry

Sustainable Real Assets (Green Real Estate, Land, Forestry) Funds (FSANAJAD)

akta.pro secondary industry

Sustainable Private Markets (Impact PE/VC, Private Credit, Infrastructure) (FSAAALAG)

Keywords

• Private equity real estate
• Real estate investment management
• Real estate co-GP partnerships
• Commercial real estate investing
• Multifamily real estate investment

Headquarters

HQ city

San Francisco

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Private Equity Real Estate Investment Management: Urban Green Investments generates returns through opportunistic IRR-driven real estate investments, earning carried interest (promote) and management fees via Co-GP structures where the company co-invests approximately 20% alongside partners. Beneficial co-GP relationships allow disproportionate profit sharing beyond pro-rata equity participation.

Go-to-market motion2 records

Distribution channels3 records

Marketing channels5 records

Core offering

Urban Green Investments is a private equity real estate investment firm that acquires and manages diversified U.S. real estate assets through direct investments and Co-General Partner (Co-GP) alliances, targeting opportunistic IRR-driven returns across multi-family, data centers, fiber infrastructure, land development, hospitality, office, industrial, and senior housing. The firm co-invests approximately 20% of principal per deal alongside a network of 17 general partners, providing acquisition, asset management, accounting, and investor relations services to partners while delivering an investor portal for qualified individual and institutional investors.

Product overview

Urban Green Investments operates as a private equity real estate investment firm offering a vertically integrated platform for opportunistic IRR-driven returns. The core offering includes the Private Equity Real Estate Investment Platform, complemented by Co-GP Solutions for joint ventures with real estate operators, an Investor Portal for portfolio management, and a Representative Transactions Catalogue showcasing investment opportunities. The company invests across diversified asset types including multi-family, data centers, fiber infrastructure, land development, hospitality, office, industrial, and senior housing.

Differentiator

Problem solved

Functional benefit

Products and services

• Private Equity Real Estate Investment Platform A private equity real estate investment platform offering opportunistic IRR-driven returns across diversified asset types including multi-family, data centers, fiber infrastructure, land development, hospitality, office, industrial, and senior housing, for qualified individual and institutional investors.
• Co-GP Solutions (Co-GP Alliances) Co-General Partner solutions providing acquisition, asset management, accounting, investor relations expertise, and credit enhancement to real estate operators, sponsors, and developers in exchange for deal flow and disproportionate carried-interest (promote) profit sharing.
• Investor Portal Dedicated investor portal powered by Juniper Square allowing qualified investors to access their investments, track performance, and manage their real estate portfolio.
• Representative Transactions Catalogue A curated catalogue showcasing high-potential real estate deals across various property types (data centers, single-family development, multi-family apartments, fiber-optic development, office, medical office, and industrial), investment stages, and U.S. locations for prospective investors and Co-GP partners.

Quantifiable outcome

• IRR more than double original projection on Portland 52-unit apartment sale with 20-month hold period
• +3 more outcomes

Named customers3 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Feature1 record

Partnerships

Six partnerships are on record, tiered core and minor.

• Juniper SquarecoreTechnology or Integration · 1 January 2014Since 2014, Urban Green Investments has successfully worked closely with Juniper Square, a modern all-in-one investment management system designed specifically for real estate. Juniper Square serves as the platform for Urban Green's investor portal, providing investment management, portfolio tracking, and investor reporting capabilities. This has been one of the most impactful software implementations for Urban Green.
• Glasswing InternationalminorGTM or Marketing PartnerUrban Green participated in sponsoring an event for Glasswing International, which operates in El Salvador, Honduras, and Guatemala to improve social welfare systems serving children and families. Urban Green is happy to sponsor and support worthy causes that build up communities and educate children.
• Olympus PropertycoreStrategic or Co-development PartnerUrban Green partnered with Olympus Property to acquire a 440-unit apartment tower called Mosaic in the heart of downtown Dallas, TX. The business plan includes improving operations by revamping common areas and amenities.
• Co-GP Partners (17 General Partners)coreStrategic or Co-development PartnerUrban Green maintains Co-GP relationships with 17 general partners — best-in-class real estate operators and developers. Urban Green provides capital, market expertise, asset management, accounting, investor relations, and credit enhancement, while partners contribute compelling deal flow. Co-GP structure allows disproportionate profit sharing via carried interest (promote) where GPs investing 10% of equity can earn greater than 10% of profits.
• Alameda Point Joint Venture PartnerscoreStrategic or Co-development PartnerUrban Green Investments formed a joint venture with partners to acquire and redevelop properties within the former Alameda Naval base. The project was recognized with the 2018 Architectural Preservation Award for adaptive reuse of Building 91 at Alameda Point.
• Squash Drive, Oxfam America, Amigos de las Americas, Mother Miracle, Food ShiftminorGTM or Marketing PartnerUrban Green Principals have supported various nonprofit organizations, including Squash Drive, Oxfam America, Amigos de las Americas, Mother Miracle, and Food Shift. These organizations focus on community welfare, education, and food security. Urban Green team members look forward to continuing a strong legacy of giving back.

Scale indicators15 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• AEW Capital Management: Real estate investment management firm offering diversified strategies across equity, debt, and securities for institutional clients. Comparable diversified US real estate investment manager with multi-asset exposure.
• Bridge Investment Group: Vertically integrated real estate investment manager with active sponsor partnerships and a focus on opportunistic, value-add strategies across commercial and residential asset classes. Comparable business model of combining GP capital with partner deal flow and a diversified asset approach.
• Crow Holdings Capital: Dallas-based private real estate investment manager with a multi-product platform spanning direct equity, credit, and development partnerships. Highly comparable to Urban Green as a privately held, multi-strategy real estate sponsor that co-invests with operating partners and targets institutional and high-net-worth capital.
• Stockbridge Capital Group: San Francisco-headquartered real estate investment manager with a multi-strategy platform across debt and equity, and a relationship-driven institutional LP base. Comparable as a privately held, multi-strategy US real estate firm with operator/sponsor partnerships.
• Harrison Street: Chicago-based alternative real estate investment manager focused on niche property sectors including data centers, senior housing, and student housing — areas that overlap with Urban Green's diversification themes of digital infrastructure and senior housing.
• Pretium Partners: Private equity firm focused on residential real estate, including single-family rentals and multifamily. Comparable as an operator-style real estate PE firm that partners with local sponsors and scales asset management across geographies.

Broad incumbents

• TPG Real Estate Partners: Real estate private equity arm of TPG, a global alternative asset manager. Compares as a larger-scale PE real estate sponsor pursuing opportunistic strategies with institutional capital and broader geographic reach.
• Brookfield Real Estate: Global real estate investment arm of Brookfield Asset Management, operating across opportunistic, value-add, and core-plus strategies. Compares as a broadly diversified incumbent in PE real estate with institutional scale advantages.
• Oaktree Capital Management: Alternative investment manager with significant real estate strategy exposure alongside credit, private equity, and listed equities. Comparable as an established incumbent offering opportunistic real estate exposure to institutional and high-net-worth investors.

Others

• Juniper Square: Investment management software platform purpose-built for real estate, and Urban Green's operating system of choice since 2014. Adjacent enabler rather than a competitor, but closely tied to Urban Green's investor relations and fund administration workflow.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xx.com/urbangreeninv
• LinkedInlinkedin.com/company/urban-green-investments-llc

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

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 Urban Green Investments