Overland Capital Group

What Overland Capital Group does

Overland Capital Group, Inc. is a privately-held U.S.-based international investment company founded in October 2001 and headquartered in Boston, Massachusetts, with additional offices in Saratoga Springs (New York) and Braintree (Massachusetts). The company operates four wholly-owned subsidiaries — Overland Realty Capital LLC (joint venture equity, preferred equity, and mezzanine capital for multifamily projects), Overland Development Group LLC (real estate development in urban Eastern U.S. markets), Overland Leasing Group LLC (equipment lease origination and servicing), and Overland Asset Management LLC (oversight of 50+ properties and 11,000+ units) — plus a joint venture interest in First Leasing Bank in Bahrain. The firm matches international institutional investors from the U.S., Europe, and the Middle East with U.S. real estate and equipment leasing opportunities, with a particular specialization in Sharia'a compliant financing structures adopted by major U.S. financial institutions including GECC, JPMorganChase, and KeyBank.

Since inception, Overland has placed nearly US$700 million of client funds into over US$2.0 billion of real estate, equipment leases, and other assets across 19 U.S. metropolitan markets, with reported weighted-average partnership-level returns exceeding 20% on exited transactions. Revenue is generated through a combination of underwriting fees (4% of equity invested), asset management fees (0.15%-0.20% of total project cost per annum), equipment lease transaction fees and syndication, equity participation, and project disposition proceeds. Go-to-market is exclusively direct relationship-based sales targeting institutional investors, regional banks, real estate developers, and U.S. mid-to-large companies, with no proprietary technology platform and minimal digital marketing presence. Distribution relies on professional association memberships (AFIRE, PREA, ELFA, ABANA, NMHC, NEWIRE) and the founder's chairmanship of the U.S.-Bahrain Business Council.

Name

Overland Capital Group

Legal name

Overland Capital Group, Inc.

Website

https://overlandcapital.com

Company type

Private

Founded year

2001

Operating status

Operating

Headcount range

11–50 employees

Short description

Overland Capital Group is a privately-held international investment company that matches European and Middle Eastern institutional capital with U.S. real estate equity and equipment leasing opportunities through four subsidiaries covering investment, development, leasing, and asset management.

Ownership category

akta.pro rank

Product category

Real Estate and Equipment Leasing Investment Management

NAICS

Offices of Real Estate Agents and Brokers (5312), Commercial and Industrial Machinery and Equipment Rental and Leasing (5324)

SIC

Real Estate Agents & Managers (For Others) (6531), Finance Lessors (6172), Services-Equipment Rental & Leasing, Nec (7359)

akta.pro primary industry

Real Estate Development & Feasibility Advisory (Highest-and-Best-Use, Entitlements Support) (BPAJANAC)

akta.pro secondary industries

Industrial & Logistics Real Estate Asset Management (BPAJAMAC), Property Management Advisory & Leasing Administration (FSAEAJAN)

Keywords

• Real estate investment management
• Equipment leasing services
• Joint venture equity capital
• Multifamily development financing
• International investment advisory

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Infrastructure, Marketing or Sales, Others

Revenue model

1. Real Estate Investment Management: Overland Realty Capital LLC provides short-to-medium-term joint venture equity, preferred equity and mezzanine capital to developers for multifamily projects. Generates returns through equity participation, preferred returns, and asset management fees.
2. Real Estate Development: Overland Development Group LLC identifies, acquires, and develops real estate projects in urban centers. Generates revenue through project sales upon receipt of entitlements or upon completion and sale of built projects.
3. Equipment Leasing: Overland Leasing Group LLC sources, originates and services equipment lease transactions for regional banks, international investors, and for its own account. Revenue generated from lease payments, syndication fees, and advisory services.
4. Asset Management: Overland Asset Management LLC oversees and reports on all assets originated by Overland and its subsidiaries. Generates revenue through asset management fees (0.15% to 0.20% of total project cost per annum) and underwriting fees (4% of equity investment).

Pricing tiers

Go-to-market motion3 records

Distribution channels4 records

Marketing channels3 records

Core offering

Overland Capital Group is a U.S.-based international investment manager that originates, structures, and manages U.S. real estate and equipment leasing investments for international and domestic investors. The firm operates through four subsidiaries—Overland Realty Capital (equity/mezzanine for multifamily projects), Overland Development Group (residential and mixed-use development), Overland Leasing Group (equipment lease sourcing and servicing), and Overland Asset Management (oversight and reporting)—and also offers a commingled real estate opportunity fund for non-U.S. investors.

Product overview

Overland Capital Group operates as a financial services firm offering four distinct business lines: Overland Leasing Group LLC (equipment leasing), Overland Asset Management LLC (asset management), Overland Development Group LLC (real estate development), and Overland Realty Capital LLC (real estate investment). The company matches investors in the U.S., Europe and Middle East with real estate and equipment leasing investments in the U.S. It also provides international equipment leasing advisory and consulting services. A separate investment vehicle, Overland U.S. Real Estate Opportunity Fund I, enables non-U.S. investors to participate in the funds.

Differentiator

Problem solved

Functional benefit

Products and services

• Overland Realty Capital LLC (ORC) Real estate investment company providing short-to-medium-term joint venture equity, preferred equity and mezzanine capital to experienced third-party developers for multifamily projects throughout the U.S. Targets urban centers with barriers to entry and provides 80-95% of equity requirement for partner developers.
• Overland Development Group LLC (ODG) Real estate development company that identifies, acquires and develops residential and mixed-use projects in urban centers throughout the Eastern U.S., from early stages through entitlement and design, generating revenue through project sales upon receipt of entitlements or upon completion and sale of built projects.
• Overland Leasing Group LLC (OLG) Equipment leasing division that sources, originates and services equipment lease transactions for regional banks, international investors and for its own account. Provides investment opportunities, financing solutions, and advisory services including Bank Lease Programs for community banks and Sharia'a-compliant structures for international investors.
• Overland Asset Management LLC (OAM) Subsidiary responsible for oversight and reporting on all assets originated by Overland Capital Group and its subsidiaries, including due diligence, development oversight, performance monitoring, value enhancement, and financing/refinancing. Manages more than 50 properties across the U.S. with over 11,000 apartment and condominium units, charging asset management fees of 0.15% to 0.20% of total project cost per annum.
• Overland U.S. Real Estate Opportunity Fund I Investment fund allowing non-U.S. individual and institutional investors to buy shares for investing in U.S. real estate, providing diversified exposure to multifamily, condominium and commercial development projects along with leasing investments.

Quantifiable outcome

• Over 20% weighted average partnership-level return on exited transactions
• +2 more outcomes

Named customers6 records

Segments5 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Eleven partnerships are on record, tiered flagship, core and minor.

• U.S.-Bahrain Business Council (USBBC)flagshipStrategic or Co-development Partner · 14 September 2006USBBC was inaugurated on September 14, 2006 at the Chamber of Commerce of the United States of America to facilitate business between Bahrain and the United States. Overland CEO James M. Godec was appointed as Chairman on December 15, 2006. The Council is a premier international forum for addressing bilateral business relations between Bahrain and the U.S.
• First Leasing BankcoreStrategic or Co-development Partner · 1 January 2003First Leasing Bank is a Bahrain-based Wholesale Bank incorporated under a license from the Central Bank of Bahrain. It is the first bank in Bahrain dedicated to equipment leasing throughout GCC countries (Bahrain, Kuwait, Oman, Qatar, Saudi Arabia, and UAE). Overland Leasing Group LLC is a founding shareholder and manager of FLB. Overland co-founded the bank in 2003 and it officially opened for business in 2004.
• WilmerHale LLPminorImplementation/ SI/ Consulting PartnerCorporate counsel providing legal services. WilmerHale is a leading international law firm with more than 1,000 lawyers, offices in 11 cities in the United States, Europe and Asia including Boston, New York, Washington D.C., London, Brussels and Munich. Formed in May 2004 through merger of Hale and Dorr LLP and Wilmer Cutler Pickering LLP.
• Hodgson Russ LLPminorImplementation/ SI/ Consulting PartnerLease structuring counsel. Established in 1817, Hodgson Russ is among the nation's oldest law firms with attorneys in Albany, Boca Raton, Buffalo, Johnstown, New York City, Palm Beach and Toronto. Serves a wide range of clients from individuals to multinational corporations.
• KPMGminorImplementation/ SI/ Consulting PartnerAuditor for Overland. KPMG operates in 148 countries and is one of the largest accounting and tax firms in the world with over 6,700 partners and 123,000 client service professionals.
• Association of Foreign Investors in Real Estate (AFIRE)minorOthersBased in Washington, DC, AFIRE is the official voice of the foreign real estate industry representing interests of foreign investment in the United States. Founded in 1988, membership is an acknowledgement of an institution's standing in the international real estate community.
• Pension Real Estate Association (PREA)minorOthersFounded in 1979, PREA has over 1,800 members representing over 470 member firms across the United States, Canada, Europe and Asia. Serves members engaged in institutional real estate investment through objective forums for education, research, and information exchange.
• New England Women in Real Estate (NEWIRE)minorOthersThe region's leading professional organization promoting the advancement of women within the commercial real estate industry. Created in 1982, currently has more than 400 women members gaining opportunities for professional growth and business development.
• Equipment Leasing and Finance Association (ELFA)minorOthersOrganized in 1961, ELFA is a non-profit association representing companies involved in the equipment leasing and finance industry. Has more than 850 member companies including independent leasing companies, banks, captives, financial services corporations, and broker/packagers.
• Arab Bankers Association of North America (ABANA)minorOthersA not-for-profit professional association with members from the financial services industry in the Arab World and North America. Founded in 1983, membership includes more than 60 institutions and 580 individuals.
• National Multi Housing Council (NMHC)minorOthersBased in Washington, DC, NMHC represents interests of larger and most prominent apartment firms in the U.S. Members are principal officers of firms engaged in ownership, development, management and financing of apartments.

Scale indicators11 records

Recent moves9 records

Expansion highlights6 records

Direct peers

• Clarion Partners: U.S. real estate investment manager focused on institutional capital allocation to U.S. commercial and multifamily assets. Directly comparable to Overland Realty Capital's role as a JV equity/mezzanine provider to institutional-quality U.S. real estate.
• Heitman: Global real estate investment management firm serving institutional investors with U.S. real estate equity and debt strategies. Comparable in deploying third-party institutional capital into U.S. real estate with a vertically integrated asset management model.
• Principal Real Estate Investors: U.S. real estate investment management arm of Principal Financial Group, managing institutional capital in U.S. real estate. Comparable in providing JV equity and asset management to multifamily developers and serving institutional LPs.
• Starwood Capital Group: Private alternative investment firm focused on U.S. and global real estate with a long history of raising capital from international investors. Directly comparable in multifamily investing and use of international distribution networks.
• AEW Capital Management: Real estate investment management firm investing on behalf of institutional investors across U.S. real estate strategies. Comparable in providing JV equity and asset management to U.S. multifamily and commercial developers.
• LaSalle Investment Management: Global real estate investment manager with deep U.S. multifamily and capital deployment capability for institutional LPs. Comparable as a manager deploying third-party capital into U.S. real estate with integrated asset management.
• Ares Real Estate Group: U.S. real estate equity and debt investment platform within Ares Management, with direct lending to multifamily developers. Comparable in providing JV equity and mezzanine capital to U.S. multifamily sponsors at institutional scale.
• Key Equipment Finance: U.S. equipment financing and leasing business within KeyCorp that originates, structures and services commercial equipment leases. Comparable as a direct competitor to Overland Leasing Group in U.S. equipment lease origination and bank partnerships.

Broad incumbents

• Brookfield Asset Management: Global alternative asset manager with sizable U.S. real estate and infrastructure/equipment exposure. Comparable as a much larger incumbent pursuing similar institutional real estate and equipment leasing mandates with deeper capital pools.
• DWS Group (RREEF Real Estate): Global asset manager with a dedicated U.S. real estate investment platform serving institutional investors. Comparable in deploying third-party institutional capital into U.S. multifamily and commercial real estate with full-service asset management.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Subsidiaries5 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 Overland Capital Group