Coastal Equities
Coastal Equities is a privately-held, family-owned real estate investment firm founded in 1975 that acquires and operates grocery-anchored neighborhood and community shopping centers across 17+ US states, serving national, regional, and local retailers through a vertically-integrated owner-operator model.
- Company typePrivate
- Founded1975
- HeadquartersWeston, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What Coastal Equities does
Coastal Equities is a privately-held, family-owned real estate investment firm founded in 1975 by Edward Ross, headquartered in Weston, Florida. The company specializes in acquiring, repositioning, and managing value-oriented, grocery-anchored neighborhood and community shopping centers across the United States. Its portfolio spans 17+ states with 40+ properties anchored by national and regional retailers including Kroger, Food Lion, Giant Eagle, Save-A-Lot, Dollar General, Tractor Supply, Big Lots, Marshalls, Ollie's Bargain Outlet, and Harbor Freight. The firm positions itself as a leading owner-operator in its niche, managing over $1 billion in investments placed and 40 million+ square feet of commercial real estate experience since 1980.
The firm operates a vertically-integrated business model with in-house capabilities spanning acquisitions, property management, leasing, accounting, and redevelopment. Its stated acquisition criteria target shopping centers over 50,000 SF priced between $5-50 million with a minimum 8.0% cap rate. The company emphasizes quick due diligence, certainty of closing, and streamlined decision-making through direct access to debt and equity capital without committee approvals. Revenue is generated through recurring rental income from commercial tenants; the firm does not offer any software, SaaS, API, or technology products. Go-to-market is enterprise field sales, combining relationship-based deal sourcing for property acquisitions with direct leasing outreach (Director of Leasing, Leasing Manager) and a property-listings website for prospective tenants. Senior leadership includes founder Edward Ross, Managing Partner Scott Ross (since 1996), Acquisitions & Dispositions Manager Ben Ross, and Howard Arnberg (full-time since 2006), with a recent professionalization hire of a VP-Controller from Ernst & Young and Blackstone's PE real estate practice.
Coastal Equities firmographics
Firmographics- Name
- Coastal Equities
- Legal name
- Coastal Equities
- Website
- https://coastalequities.com
- Company type
- Private
- Founded year
- 1975
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Coastal Equities is a privately-held, family-owned real estate investment firm founded in 1975 that acquires and operates grocery-anchored neighborhood and community shopping centers across 17+ US states, serving national, regional, and local retailers through a vertically-integrated owner-operator model.
- Ownership category
- akta.pro rank
Coastal Equities industry classification
Industry- Product category
- Commercial Real Estate Investment / Shopping Center Ownership
- NAICS
- Lessors of Real Estate (5311)
- SIC
- Real Estate Dealers (For Their Own Account) (6532)
- akta.pro primary industry
- Real Estate Investment Management (Acquisitions & Dispositions) (BPAJAMAK)
- akta.pro secondary industry
- Commercial Real Estate Brokerage (Leasing & Sales) (FSAEAJAB)
Keywords
Where Coastal Equities is headquartered
LocationHeadquarters
- HQ city
- Weston
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Coastal Equities business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Infrastructure, Technology or R&D
Revenue model
- Commercial Real Estate Rental Income: The company generates revenue through rental income from tenants in their shopping centers. They own and operate value-oriented anchored shopping centers across the US, with tenants including national, regional, and local retailers paying rent for retail space.
Go-to-market motion1 record
Distribution channels2 records
Marketing channels5 records
Coastal Equities product offering
Product offeringCore offering
Coastal Equities acquires, repositions, and manages value-oriented, grocery-anchored neighborhood and community shopping centers across the United States. The company actively pursues new property acquisitions priced between $5 million and $50 million with 8.0%+ cap rates, and operates the resulting portfolio through in-house property management, leasing, and accounting (including CAM reconciliation) functions. Tenants include national, regional, and local retailers such as Kroger, Food Lion, Giant Eagle, Save-A-Lot, Dollar General, and Tractor Supply.
Product overview
Coastal Equities is a real estate investment and property management company that operates as a single, unified business offering rather than a platform-plus-modules architecture. The company's core products consist of shopping center ownership and management services, property acquisitions services, and a diversified shopping center portfolio. The shopping center ownership and management product serves as the primary offering, encompassing the acquisition, repositioning, and day-to-day operation of grocery-anchored retail properties. The property acquisitions services product represents the company's investment arm, actively seeking and evaluating new shopping center acquisitions. The shopping center portfolio represents the collective asset base of approximately 40+ owned properties across multiple states. Together, these products form a vertically-integrated real estate investment operation where the company acquires properties, manages them through in-house capabilities, and continuously evaluates new acquisition opportunities. The company does not offer any software, SaaS, API, or technology products.
Differentiator
Problem solved
Functional benefit
Products and services
- Shopping Center Ownership and Management
Quantifiable outcome
- Over $1 billion of investments placed and managed nationwide
- +2 more outcomes
Companies that use Coastal Equities
Customer profileNamed customers14 records
Segments3 records
Ideal customer profiles3 records
Coastal Equities technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Coastal Equities partnerships and signals
Strategic signalScale indicators6 records
Recent moves6 records
Expansion highlights5 records
Coastal Equities competitors and assessment
Company assessmentDirect peers
- RPT Realty: Public REIT focused on grocery-anchored open-air shopping centers in primary and secondary markets. Directly comparable to Coastal Equities in sub-sector focus and tenant anchor strategy.
- Brixmor Property Group: Public REIT owning a national portfolio of open-air, grocery-anchored shopping centers — directly comparable asset strategy to Coastal Equities, including value-oriented anchors, sub-$50M individual asset acquisition size, and similar tenant base.
- Phillips Edison & Company: Public REIT focused exclusively on grocery-anchored neighborhood and community shopping centers. Closely aligned with Coastal Equities' anchor strategy, value-orientation, and acquisition criteria.
- Kimco Realty: One of the largest publicly-traded owners of open-air shopping centers, with heavy concentration in grocery-anchored formats. Competes with Coastal Equities for the same grocery-anchored acquisition targets and serves similar national and regional tenants.
- Regency Centers: Public REIT specializing in grocery-anchored shopping centers in affluent suburban trade areas. While its tenant quality skews higher, the core asset strategy is directly comparable to Coastal Equities' grocery-anchored neighborhood/community center focus.
- Federal Realty Investment Trust: Long-tenured public REIT owning high-quality open-air and grocery-anchored shopping centers. Comparable in asset class and tenant mix to Coastal Equities, though operating at significantly larger scale and higher price points.
- Kite Realty Group Trust: Public REIT owning open-air shopping centers, including grocery-anchored formats. Directly competes with Coastal Equities for grocery-anchored shopping center acquisitions in overlapping geographies.
- Weingarten Realty Investors: Historically a major operator of grocery-anchored neighborhood and community shopping centers. The closest historical comparable in strategy and tenant profile to Coastal Equities' portfolio approach.
- Whitestone REIT: Public REIT focused on grocery-anchored shopping centers in high-growth markets. Comparable asset class to Coastal Equities though at smaller scale and in higher-end demographics.
Broad incumbents
- Realty Income: Diversified net-lease REIT with significant retail exposure including grocery and discount tenants. While broader and net-lease rather than open-air operating, it competes for similar tenant relationships and acquisition targets.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat6 records
Key risks6 records
Key highlights6 records
Customer concentration
Coastal Equities social profiles
Digital presenceCoastal Equities financial estimates
Financial estimateRevenue estimate
Valuation estimate
Coastal Equities leadership team
Management profileNumber of profiles
Profiles12 records
Coastal Equities funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Coastal Equities 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 Coastal Equities
What does Coastal Equities do?
Coastal Equities acquires, repositions, and manages value-oriented, grocery-anchored neighborhood and community shopping centers across the United States. The company actively pursues new property acquisitions priced between $5 million and $50 million with 8.0%+ cap rates, and operates the resulting portfolio through in-house property management, leasing, and accounting (including CAM reconciliation) functions. Tenants include national, regional, and local retailers such as Kroger, Food Lion, Giant Eagle, Save-A-Lot, Dollar General, and Tractor Supply.
Is Coastal Equities a public or private company?
Coastal Equities is a private company. It is classified as family owned and is currently operating.
When was Coastal Equities founded?
Coastal Equities was founded in 1975. It employs 11 to 50 people.
Where is Coastal Equities based?
Coastal Equities is headquartered in Weston, United States, in the North America region.
How does Coastal Equities make money?
One revenue line is on record: commercial Real Estate Rental Income.
Who are Coastal Equities's main competitors?
Direct peers on record are RPT Realty, Brixmor Property Group, Phillips Edison & Company, Kimco Realty, Regency Centers, Federal Realty Investment Trust, Kite Realty Group Trust, Weingarten Realty Investors and Whitestone REIT. Realty Income is listed as a broad incumbent.
Does Coastal Equities have an API?
No public API is recorded for Coastal Equities.
What industry is Coastal Equities in?
Coastal Equities's product category is Commercial Real Estate Investment / Shopping Center Ownership. Its primary akta.pro industry code is BPAJAMAK, Real Estate Investment Management (Acquisitions & Dispositions), with a secondary code of FSAEAJAB, Commercial Real Estate Brokerage (Leasing & Sales). Its NAICS code is 5311 and its SIC code is 6532.