Apex Capital Group
Apex Capital Group is a privately-held New Jersey real estate investment firm that acquires, rehabilitates, and dispositions distressed residential and multi-family properties, serving accredited and retail investors through four investment programs spanning 7% to 15% target ROI, with $70M in managed capital and related title and education businesses.
- Company typePrivate
- Founded2008
- HeadquartersKendall Park, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
What Apex Capital Group does
Apex Capital Group is a privately-held, full-service real estate investment firm headquartered near Princeton, New Jersey, with additional offices in South Brunswick, NJ and Addison, Texas. The firm was co-founded by Shomail Malik (Managing Partner and CIO) and Farhan Malik, who together bring 35 years of combined industry experience and have completed over 800 real estate transactions. Core operations center on the acquisition, rehabilitation, and disposition of distressed residential and multi-family properties in New Jersey submarkets, including Plainfield, Robbinsville, Princeton, Lawrenceville, Moorestown, Cherry Hill, and others.
The company operates four distinct investment programs targeting accredited and retail investors: a Rental Portfolio program targeting ~7% ROI over 12 months under a Wakalah bil Istithmar structure; a Rehab Fix-and-Flip program targeting 10-12% annualized ROI over 4-6 months under Mudaraba; a Luxury New Construction program targeting 14-15% ROI over 12 months; and the Silk Road Income Fund for accredited investors, offering monthly dividends with Islamic finance compliance approved by Shaykh Joe Bradford. Supporting services include off-market wholesale property sales, direct cash purchases from sellers (15-30 day closings), and 401k/IRA-eligible investing.
The firm manages approximately $70M in capital sourced from individuals and institutional investors. The go-to-market combines direct investor outreach, one-on-one consultations, educational webinars and conventions, and digital channels (social media, email, SMS). Related entities include Apex Title Group (co-owned title production for vertical integration) and The REI Bros Real Estate Education System (a content-driven lead-generation platform). Revenue is generated through transaction spreads on acquisition/disposition, fund management and performance fees on $70M AUM, wholesale deal fees, and title production services. The firm has no disclosed external funding rounds and operates as an independent, founder-controlled entity.
Apex Capital Group firmographics
Firmographics- Name
- Apex Capital Group
- Legal name
- APEX Capital Group
- Website
- https://investwithapex.com
- Company type
- Private
- Founded year
- 2008
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Apex Capital Group is a privately-held New Jersey real estate investment firm that acquires, rehabilitates, and dispositions distressed residential and multi-family properties, serving accredited and retail investors through four investment programs spanning 7% to 15% target ROI, with $70M in managed capital and related title and education businesses.
- Ownership category
- akta.pro rank
Apex Capital Group industry classification
Industry- Product category
- Real Estate Investment Services
- NAICS
- Portfolio Management and Investment Advice (523940), Other Financial Vehicles (52599), Other Financial Investment Activities (5239)
- SIC
- Real Estate Dealers (For Their Own Account) (6532), Investors, Nec (6799), Investment Advice (6282)
- akta.pro primary industry
- Core Real Estate (Stabilized/Core-Plus) (FSAAAKAA)
- akta.pro secondary industries
- Real Estate Funds — Core-Plus (FSANAEAG), Real Estate Funds — Core (Stabilized, Income) (FSANAEAF), Capital Raising Advisory (Debt/Equity/Private Capital) (BPAHADAG)
Keywords
Where Apex Capital Group is headquartered
LocationHeadquarters
- HQ city
- Kendall Park
- HQ country
- United States
- HQ region
- North America
Offices3 records
Markets served
Apex Capital Group business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Supply Chain, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Property Acquisition and Disposition: APEX acquires distressed residential and multi-family properties, rehabilitates them, and sells them for profit. Revenue is generated through the spread between acquisition cost and final sale price.
- Investor Capital Management: The company manages $70M in capital from individuals and institutional investors. Revenue likely comes from management fees, performance fees, or profit-sharing arrangements on invested capital.
- Off-Market Wholesale Properties: APEX provides off-market wholesale properties to investors, generating fees from facilitating transactions between sellers and buyers.
- Title Services: Through Apex Title Group (co-owned), the company provides title production services as part of the real estate transaction process.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Outcome Based/ Performance | Annual | Rental Portfolio Investor: 12-month commitment with average 7% ROI |
| Outcome Based/ Performance | Pay-as-you-go | Rehab Fix-and-Flip Investor: 4-6 month projects targeting 10-12% annualized ROI |
| Outcome Based/ Performance | Annual | Luxury New Construction Investor: 12-month projects with 14-15% average ROI |
| Outcome Based/ Performance | Monthly | Silk Road Income Fund: Monthly dividends with profit sharing upon liquidation |
Go-to-market motion2 records
Distribution channels4 records
Marketing channels6 records
Apex Capital Group product offering
Product offeringCore offering
Apex Capital Group is a Princeton, New Jersey-based real estate investment firm that acquires, rehabilitates, and dispositions distressed residential properties through four investor programs — Rental Portfolio, Rehab Fix-and-Flip, Luxury New Construction, and the Silk Road Income Fund — alongside off-market wholesale property sales, seller cash-offer services, buyer representation, self-directed 401(k)/IRA investing, and monthly in-person and online investor education events. The firm manages approximately $70M of investor capital and partners with co-owned affiliates Apex Title Group and The REI Bros Real Estate Education System to support deal flow and lead generation.
Product overview
Apex Capital Group is a privately-held, full-service real estate investment firm offering multiple investment programs and services. The core product is off-market wholesale properties in New Jersey. Investment programs include the Rental Portfolio Investor Program (7% ROI, 12-month commitment), Rehab Fix-and-Flip Investor Program (10-12% annualized ROI, 4-6 months), Luxury New Construction Investor Program (14-15% ROI, 12 months), and the Silk Road Income Fund for accredited investors. Supporting services include seller services (cash offers, 15-30 day closings), buyer services (property sales via apexhotsheet.com), 401k/IRA investment options, and education events. Related businesses include Apex Title Group (title services) and The REI Bros Real Estate Education System.
Differentiator
Problem solved
Functional benefit
Brands
- Apex Title Group: Title services and licensed title production, co-owned by Shomail Malik.
- The REI Bros Real Estate Education System
- Silk Road Income Fund
Quantifiable outcome
- 800+ real estate transactions completed by founding team
- +4 more outcomes
Companies that use Apex Capital Group
Customer profileSegments4 records
Ideal customer profiles4 records
Apex Capital Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Apex Capital Group partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered core and minor.
- Apex Title GroupcoreCo-owned by Shomail Malik, Apex Title Group provides title production services for real estate transactions. As a licensed title producer, Shomail enables streamlined closing services for properties handled by APEX Capital Group, creating vertical integration in the transaction process.
- The REI Bros Real Estate Education SystemcoreCo-owned by Shomail and Farhan Malik, The REI Bros is a real estate education platform that teaches students across the US how to wholesale and rehab properties, raise private capital, and build rental portfolios. This education platform serves as both a thought leadership vehicle and lead generation pipeline for APEX Capital Group investment opportunities.
- Shaykh Joe BradfordminorIslamic finance scholar who has approved the financing framework used by the Silk Road Income Fund. His blessing provides religious credibility for faith-conscious investors seeking Sharia-compliant real estate investment opportunities.
Scale indicators4 records
Recent moves6 records
Expansion highlights6 records
Apex Capital Group competitors and assessment
Company assessmentDirect peers
- Fundrise: Direct competitor offering pooled real estate investment programs (e.g., income, growth, development) aimed at retail and accredited investors — closely matches APEX's multi-program structure and target investor profile.
- Roofstock: Online marketplace for single-family rental investing, competing for the same passive-income-seeking investors APEX targets with its Rental Portfolio and Silk Road Income Fund programs.
- Arrived Homes: Allows individuals to buy fractional shares of single-family rentals — competes directly with APEX's rental-focused offerings on accessibility and passive real estate income.
- EquityMultiple: Commercial real estate investment platform for accredited investors with multiple income and growth strategies — comparable program structure and accredited-investor focus.
- CrowdStreet: Online commercial real estate investment marketplace offering individual deal and fund access to accredited investors — overlaps with APEX's private-capital raise and developer-side deal flow.
- RealCrowd: Commercial real estate investing platform enabling individuals to participate alongside sponsors — comparable model for raising private capital for specific real estate deals.
Broad incumbents
- Yieldstreet: Broader alternative-investments platform with a sizable real estate sleeve — competes for the same accredited-investor wallet but with diversification across asset classes.
- Offerpad: Large iBuyer that makes direct cash offers on residential properties and resells them — competes with APEX's seller-services / cash-offer business model but at greater scale.
- Opendoor: Largest tech-enabled iBuyer; competes directly with APEX's cash-offer, 15–30 day close seller services across U.S. residential markets.
Regional players
- American NewLand Home Buyers: Regional cash home buyer operating across multiple U.S. markets including the Northeast — comparable distressed-property acquisition and disposition model to APEX, though focused on direct purchases rather than investor syndication.
Market position
Strengths4 records
Weaknesses5 records
Competitive moat5 records
Key risks5 records
Key highlights6 records
Customer concentration
Apex Capital Group social profiles
Digital presenceApex Capital Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
Apex Capital Group leadership team
Management profileNumber of profiles
Profiles3 records
Apex Capital Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Apex Capital Group 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 Apex Capital Group
What does Apex Capital Group do?
Apex Capital Group is a Princeton, New Jersey-based real estate investment firm that acquires, rehabilitates, and dispositions distressed residential properties through four investor programs — Rental Portfolio, Rehab Fix-and-Flip, Luxury New Construction, and the Silk Road Income Fund — alongside off-market wholesale property sales, seller cash-offer services, buyer representation, self-directed 401(k)/IRA investing, and monthly in-person and online investor education events. The firm manages approximately $70M of investor capital and partners with co-owned affiliates Apex Title Group and The REI Bros Real Estate Education System to support deal flow and lead generation.
Is Apex Capital Group a public or private company?
Apex Capital Group is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Apex Capital Group founded?
Apex Capital Group was founded in 2008. It employs 11 to 50 people.
Where is Apex Capital Group based?
Apex Capital Group is headquartered in Kendall Park, United States, in the North America region.
How does Apex Capital Group make money?
Four revenue lines are on record. Property Acquisition and Disposition is the primary driver. The others are investor Capital Management, off-Market Wholesale Properties and title Services.
Who are Apex Capital Group's main competitors?
Direct peers on record are Fundrise, Roofstock, Arrived Homes, EquityMultiple, CrowdStreet and RealCrowd. Broad incumbents are Yieldstreet, Offerpad and Opendoor. American NewLand Home Buyers is listed as a regional player.
Does Apex Capital Group have an API?
No public API is recorded for Apex Capital Group.
What industry is Apex Capital Group in?
Apex Capital Group's product category is Real Estate Investment Services. Its primary akta.pro industry code is FSAAAKAA, Core Real Estate (Stabilized/Core-Plus), with a secondary code of FSANAEAG, Real Estate Funds — Core-Plus. Its NAICS code is 523940 and its SIC code is 6532.