Loci Capital

What Loci Capital does

Loci Capital is a Tampa, Florida-based real estate private equity firm founded in 2019 that manages approximately $350 million in equity capital across 31 investments, with a strategic focus on the Southeastern United States. The firm operates three distinct product lines: an Opportunistic Fund, a Co-Investments/Direct vehicle that gives limited partners deal-by-deal access, and a Preferred Equity Fund offering a more capital-protected entry point. Its reported track record through 8 realizations includes a 27% net IRR and a 1.9x MOIC, with more than 90% of LPs reinvesting in subsequent funds.

The firm's revenue mechanics follow standard private equity economics: recurring management fees charged on assets under management, supplemented by carried interest on realized profits above preferred returns. The Co-Investments/Direct vehicle adds fee revenue and expanded LP capacity at the deal level, while the Preferred Equity Fund broadens the addressable LP base toward more conservative allocators. The firm has pursued geographic and vertical expansion through joint ventures such as the 2024 RealtyLink industrial partnership and the 2025 Hersh Equity Group industrial portfolio acquisition, while opening offices in Hampton, NJ and San Francisco to access additional LP pools.

Loci Capital is led by two co-founders supported by five managing principals and one associate, indicating a deliberately lean operating model relative to its AUM. Strategic actions in 2023-2025 — including a $25M subscription line facility, the $250M Fund II raise, multiple industrial deals, and active realization activity — point to a firm in scaling mode, transitioning from a first-fund sponsor to a multi-fund, multi-product platform.

Name

Loci Capital

Legal name

LOCI Capital Inc.

Website

https://locicapital.com

Company type

Private

Founded year

2019

Operating status

Operating

Headcount range

1–10 employees

Short description

Loci Capital is a Tampa-based real estate private equity firm founded in 2019, managing approximately $350M in equity across opportunistic, co-investment, and preferred equity strategies focused on the Southeastern United States.

Ownership category

akta.pro rank

Product category

Real Estate Private Equity

NAICS

Other Investment Pools and Funds (5259), Other Financial Vehicles (525990), Portfolio Management and Investment Advice (523940)

SIC

Investors, Nec (6799), Real Estate Dealers (For Their Own Account) (6532)

akta.pro industry

PRIMARYFSANAEAI

Real Estate Funds — Opportunistic / Development

Financial & Insurance/Private Equity & Venture Capital/Real Assets Funds (Infrastructure, Real Estate, Energy)

SECONDARYFSANAEAH

Real Estate Funds — Value-Add

Financial & Insurance/Private Equity & Venture Capital/Real Assets Funds (Infrastructure, Real Estate, Energy)

SECONDARYFSANAEAJ

Real Estate Credit / Debt Funds

Financial & Insurance/Private Equity & Venture Capital/Real Assets Funds (Infrastructure, Real Estate, Energy)

Keywords

• Real estate private equity
• Investment management
• Multifamily investing
• Build-to-rent development
• Preferred equity investments

Headquarters

HQ city

Tampa

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Opportunistic Fund Management: Manages an opportunistic real estate fund targeting high-growth investments across preferred equity, common equity, and strategic debt. Generates management fees and performance carry on invested capital.
2. Preferred Equity Fund (Income Fund): Delivers steady risk-adjusted income through structured preferred equity investments with targeted 10-15% returns and quarterly cash distributions.
3. Co-Investment and Direct Investment Management: Offers deal-by-deal co-investments alongside flagship fund, with fully managed positions providing institutional-grade deal execution access.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

Loci Capital manages private real estate investment funds that deploy limited-partner capital into multifamily, build-to-rent, and mixed-use real estate projects concentrated in the Southeastern United States. The firm offers an Opportunistic Fund, a Preferred Equity Fund, and direct/co-investment vehicles to accredited and institutional investors, with reported $350M of equity under management across 31 investments.

Product overview

Loci Capital operates as a diversified real estate private equity firm offering three primary investment vehicles: the Opportunistic Fund for high-growth equity and debt investments, Co-Investments & Direct Investments for deal-by-deal participation alongside the flagship fund, and the Preferred Equity Fund (Income Fund) for steady risk-adjusted income with quarterly distributions. The firm combines allocator-level discipline with operator-level execution across housing, logistics, retail, hospitality, and mixed-use asset classes in the Southeast U.S. market.

Differentiator

Problem solved

Functional benefit

Brands

• Loci Opportunistic Fund: High-growth real estate investment fund targeting preferred equity, common equity, and strategic debt across the Southeast U.S.
• Preferred Equity Fund (Income Fund)

Products and services

• Opportunistic Fund Private real estate investment fund that deploys limited-partner capital into opportunistic multifamily, build-to-rent, and mixed-use real estate investments across the Southeastern United States, targeting accredited and institutional investors.
• Co-Investments & Direct Investments Sponsor-led co-investment and direct investment opportunities that allow accredited and institutional limited partners to participate alongside Loci Capital in specific Southeast U.S. real estate transactions outside the flagship fund vehicles.
• Preferred Equity Fund Real estate fund that provides preferred-equity capital into Southeast U.S. real estate projects, offering investors a structured position with priority returns ahead of common equity, targeted at accredited and institutional investors seeking real estate yield with downside structuring.

Quantifiable outcome

• 27% weighted average realized net IRR
• +3 more outcomes

Named customers2 records

Segments3 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Partnerships

Two partnerships are on record, tiered core.

• Hersh Equity GroupcoreStrategic or Co-development Partner · 30 July 2025Loci Capital and Hersh Equity Group co-acquired a small-bay industrial portfolio in Broward County, Florida. This acquisition demonstrates Loci's ability to partner with other operators for value-add industrial investments in Southeast markets.
• RealtyLinkcoreStrategic or Co-development PartnerLoci Capital and RealtyLink formed a joint venture to develop a 174K SF industrial building in Florida. The partnership completed an early sale of the Haines City industrial build-to-suit facility, which was fully leased to an investment-grade tenant and sold ahead of underwriting assumptions amidst constrained private-market liquidity.

Scale indicators6 records

Recent moves6 records

Expansion highlights4 records

Market position

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/locicapital

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 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 Loci Capital