Excelsa
- Company typePrivate
- Founded2013
- HeadquartersBethesda, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
Excelsa firmographics
Firmographics- Name
- Excelsa
- Legal name
- Excelsa Holding
- Website
- https://excelsaholding.com
- Company type
- Private
- Founded year
- 2013
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
Excelsa industry classification
Industry- Product category
- Real Estate Investment Management
- NAICS
- Portfolio Management and Investment Advice (523940), Other Activities Related to Real Estate (53139), Offices of Other Holding Companies (551112)
- SIC
- Investors, Nec (6799), Real Estate (6500)
- akta.pro primary industry
- Real Assets — Operating Platforms & Direct Investments (FSAAAKAL)
- akta.pro secondary industries
- Real Estate Management for Family Offices (Acquisition, Development, Property Ops) (FSAAADAI), Family Office Investment Platforms & Direct Investing (PE/VC/Co-Invest) (FSAAADAH)
Keywords
Where Excelsa is headquartered
LocationHeadquarters
- HQ city
- Bethesda
- HQ country
- United States
- HQ region
- North America
Offices3 records
Markets served
Excelsa business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Infrastructure
Revenue model
- Fund Management Fees: Management fees charged on assets under management within closed-end fund structures (EUSRE I, EUSRE II)
- Carried Interest / Performance Fees: Performance-based carried interest from successful fund exits and property sales, generating alpha for investors and the firm
- Co-Investment Vehicle Management: Joint investment structures alongside primary funds, generating management fees and aligned co-investment returns
Go-to-market motion2 records
Distribution channels3 records
Marketing channels5 records
Excelsa product offering
Product offeringCore offering
Excelsa is a real estate investment and asset management firm that raises capital through closed-end limited partnership funds (EUSRE I and EUSRE II) and co-investment vehicles to acquire, renovate, and manage U.S. multifamily residential properties, primarily in the Sun Belt region. The firm also operates a land development platform that partners with local developers to transform raw land into residential or mixed-use communities.
Product overview
Excelsa is a real estate investment and asset management firm offering two core investment platforms: a Multifamily Investment Platform and a Land Development Platform. The Multifamily platform acquires and manages U.S. multifamily communities through value-add and core-plus strategies, primarily in the Sun Belt region. The Land Development platform transforms raw land into residential or mixed-use communities through local partnerships. These platforms are offered through two investment funds (EUSRE I and EUSRE II) and a Co-Investment Program, with investor access via a dedicated investor portal.
Differentiator
Problem solved
Functional benefit
Products and services
- Multifamily Investment Platform Core investment platform focused on acquiring, managing, and enhancing value in U.S. multifamily residential properties through value-add and core-plus strategies, primarily in the Sun Belt region and select southwestern states. Aimed at accredited investors, family offices, and high net worth investors.
- Land Development Platform
Quantifiable outcome
- $89.5 million sale price for Archer Road Portfolio (acquired for $42.6 million in 2018)
- +1 more outcomes
Companies that use Excelsa
Customer profileSegments3 records
Ideal customer profiles3 records
Excelsa technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Excelsa partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core.
- Stronghold Capital PartnerscoreStrategic partner for off-market acquisition of Fox Hunt Farms Apartments in Fort Mill, South Carolina (December 2021). Partnership enabled Excelsa to access exclusive off-market deal flow.
- GoldCor Capital PartnerscoreJoint venture partner with Excelsa US Real Estate I, LP (EUSRE I) for the acquisition of Bend at Oak Forest in Houston, Texas (June 2019). GoldCor co-invested alongside Excelsa in executing the value-add program for the 392-unit property.
Scale indicators7 records
Recent moves6 records
Expansion highlights6 records
Excelsa competitors and assessment
Company assessmentEmerging players
- Cardinal Group: Real estate investment and management firm with multifamily investment activity overlapping Excelsa's value-add and Sun Belt focus, though operating at a smaller scale than Excelsa.
Direct peers
- KETTLER: U.S. multifamily investment, development, and property management firm with comparable Sun Belt focus and value-add operating model.
- TruAmerica Multifamily: Privately-held U.S. multifamily investment manager running value-add funds that acquire workforce/middle-market apartment communities — closely comparable to Excelsa's EUSRE fund strategy and target tenant base.
- West Shore (Westshore Capital): Private real estate investment and asset management firm with comparable multifamily fund vehicles and value-add execution.
- Berkshire Residential Investments: Privately-held U.S. multifamily investment and asset management firm with comparable closed-end fund vehicles and value-add strategies, plus international LP relationships.
- BlueRock Real Estate: Private U.S. multifamily investment and asset management firm operating value-add funds with a comparable sponsor/GP model and Sun Belt concentration.
- AHC Funds (Alliant Capital): Multifamily-focused fund manager raising institutional capital to acquire workforce housing — directly comparable fund structure and asset class focus to Excelsa's EUSRE I/II.
- Crow Holdings Capital: Real estate investment manager with multifamily value-add and development strategies, comparable in product mix and fund structure to Excelsa.
Broad incumbents
- Invesco Real Estate: Large institutional real estate investment manager with a dedicated U.S. multifamily / value-add strategy — overlaps with Excelsa but operates at significantly greater scale and a wider mandate.
- Brookfield Real Estate: Global alternative asset manager with significant U.S. multifamily exposure through its real estate funds — broad incumbent comparison rather than direct head-to-head.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
Excelsa social profiles
Digital presenceExcelsa financial estimates
Financial estimateRevenue estimate
Valuation estimate
Excelsa leadership team
Management profileNumber of profiles
Profiles12 records
Excelsa funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Excelsa 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 Excelsa
What does Excelsa do?
Excelsa is a real estate investment and asset management firm that raises capital through closed-end limited partnership funds (EUSRE I and EUSRE II) and co-investment vehicles to acquire, renovate, and manage U.S. multifamily residential properties, primarily in the Sun Belt region. The firm also operates a land development platform that partners with local developers to transform raw land into residential or mixed-use communities.
Is Excelsa a public or private company?
Excelsa is a private company. It is classified as family owned and is currently operating.
When was Excelsa founded?
Excelsa was founded in 2013. It employs 11 to 50 people.
Where is Excelsa based?
Excelsa is headquartered in Bethesda, United States, in the North America region.
How does Excelsa make money?
Three revenue lines are on record. Fund Management Fees are the primary driver. The others are carried Interest / Performance Fees and co-Investment Vehicle Management.
Who are Excelsa's main competitors?
Cardinal Group is listed as an emerging player. Direct peers are KETTLER, TruAmerica Multifamily, West Shore (Westshore Capital), Berkshire Residential Investments, BlueRock Real Estate, AHC Funds (Alliant Capital) and Crow Holdings Capital. Broad incumbents are Invesco Real Estate and Brookfield Real Estate.
Does Excelsa have an API?
No public API is recorded for Excelsa.
What industry is Excelsa in?
Excelsa's product category is Real Estate Investment Management. Its primary akta.pro industry code is FSAAAKAL, Real Assets — Operating Platforms & Direct Investments, with a secondary code of FSAAADAI, Real Estate Management for Family Offices (Acquisition, Development, Property Ops). Its NAICS code is 523940 and its SIC code is 6799.