The Roseview Group
The Roseview Group is a Boston-based real estate investment manager founded in 2001 that operates two programs — Evergreen (multifamily housing) and Lemonade (net-lease single-tenant properties) — serving institutional limited partners including large pension funds across the United States.
- Company typePrivate
- Founded2001
- HeadquartersBoston, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What The Roseview Group does
The Roseview Group is a Boston-based real estate investment management firm founded in 2001 that invests with and advises institutional clients, primarily large pension funds. Following a 2019 merger into Madison Marquette and a 2023 spin-off back to independent status, the company operates two investment programs: Evergreen, a multifamily housing and office investment platform launched in 2012 with more than $1 billion in cumulative multifamily transactions and more than $300 million in office investments, and Lemonade, launched in 2021 to acquire excess corporate real estate and convert single-tenant properties into net-lease investments, having acquired more than 150 properties since inception. The firm describes its approach as data-driven and operator-led, focused on strategies that create (rather than only enhance) net operating income, and leverages a tenured team whose Principals have collaborated for more than 15 years.
The company generates revenue through asset management fees on its closed-end fund vehicles and through investment performance/transaction fees on real estate deals across multifamily, office, and net-lease single-tenant assets. Go-to-market is direct enterprise sales to institutional limited partners, with dedicated contacts and channels for each fund series (Kevin Galligan for Evergreen; a separate 800 number and email for Lemonade), supported by referral-based capital introductions from established pension fund relationships. The underlying technology stack is a real estate investment management platform with data-driven investment analysis capabilities, though no proprietary AI/ML or technology moat is disclosed. The firm operates from a single headquarters at 155 Federal Street in Boston's financial district, with investments deployed across the Northeast, Southeast, Mid-Atlantic, Midwest, and West Coast regions of the United States.
The Roseview Group firmographics
Firmographics- Name
- The Roseview Group
- Legal name
- Roseview
- Website
- https://roseview.com
- Company type
- Private
- Founded year
- 2001
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- The Roseview Group is a Boston-based real estate investment manager founded in 2001 that operates two programs — Evergreen (multifamily housing) and Lemonade (net-lease single-tenant properties) — serving institutional limited partners including large pension funds across the United States.
- Ownership category
- akta.pro rank
The Roseview Group industry classification
Industry- Product category
- Real Estate Investment Management
- NAICS
- Portfolio Management and Investment Advice (523940), Offices of Real Estate Agents and Brokers (5312)
- SIC
- Investment Advice (6282), Real Estate Agents & Managers (For Others) (6531)
- akta.pro primary industry
- Real Estate Investment Management (Acquisitions & Dispositions) (BPAJAMAK)
- akta.pro secondary industries
- Real Estate Portfolio & Fund Management (Institutional/REIT/PE) (BPAJAMAJ), Real Estate Investment Advisory (Acquisitions/Dispositions, Capital Allocation) (BPAJANAA)
Keywords
Where The Roseview Group is headquartered
LocationHeadquarters
- HQ city
- Boston
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
The Roseview Group business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Others
Revenue model
- Asset Management Fees: Management fees from managing investment funds (Evergreen fund series) for institutional investors including pension funds.
- Investment Returns/Performance Fees: Returns generated from real estate investments including multifamily housing, office properties, and net-lease single-tenant properties. Completed more than $1 billion in multifamily transactions and invested more than $300 million in office properties.
Go-to-market motion1 record
Distribution channels2 records
Marketing channels1 record
The Roseview Group product offering
Product offeringCore offering
The Roseview Group is a Boston-based real estate investment management firm that both invests capital and advises institutional clients. It operates two distinct investment programs: Evergreen, which invests in multifamily housing and office properties across the United States (more than $1 billion in multifamily transactions since 2012), and Lemonade, launched in 2021, which acquires excess corporate real estate and single-tenant retail properties and converts them into net-lease investment properties through leasing, renovations, and rebuilds. The firm also provides real estate investment advisory services, having advised on more than $6 billion in transactions since its founding in 2001.
Product overview
The Roseview Group operates as a real estate investment management firm offering two distinct investment programs: Evergreen and Lemonade. Evergreen focuses on multifamily housing investments across the United States, while Lemonade targets excess corporate real estate and single-tenant retail properties, converting them into net-lease investments. The firm manages these programs through closed-end fund structures and provides advisory services to clients.
Differentiator
Problem solved
Functional benefit
Brands
- Evergreen: Multifamily housing investment program launched in 2012 with over $1 billion in completed transactions.
- Lemonade
Products and services
- Evergreen Fund Series A multifamily housing investment program that invests in apartment properties across the United States on behalf of institutional investors. The Evergreen fund series has completed more than $1 billion in multifamily transactions and more than $300 million in office investments since its 2012 launch.
- Lemonade Program An investment program that acquires excess corporate real estate and single-tenant retail properties nationwide and converts them into net-lease investment properties by leasing them to strong tenants and completing renovations and rebuilds as needed. Since launching in 2021, the program has acquired more than 150 properties.
- Real Estate Investment Advisory Real estate investment advisory services for institutional clients across the nation. Roseview has advised clients on more than $6 billion in transactions since founding in 2001.
Quantifiable outcome
- More than $1 billion in multifamily transactions completed since 2012
- +2 more outcomes
Companies that use The Roseview Group
Customer profileSegments1 record
Ideal customer profiles2 records
The Roseview Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
The Roseview Group partnerships and signals
Strategic signalScale indicators6 records
Recent moves7 records
Expansion highlights4 records
The Roseview Group competitors and assessment
Company assessmentDirect peers
- Harrison Street: Boutique real estate investment management firm raising capital from institutional LPs across alternative real estate sectors. Highly comparable to Roseview in business model, LP base (pension funds/endowments), and focus on data-driven, value-add strategies at boutique scale.
- AEW Capital Management: Real estate investment manager serving institutional clients across equity and debt strategies with a multi-strategy platform. Comparable to Roseview's institutional LP focus and multi-property-type mandate across the US.
- Berkshire Residential Investments: Specialist multifamily investment manager with a track record similar to Roseview's Evergreen program. Directly comparable in multifamily value-add strategy, institutional LP base, and US geographic footprint.
- Clarion Partners: Institutional real estate investment manager focused on value-add and core+ strategies across multiple property types. Comparable LP base, multi-strategy approach, and US multifamily/office/net-lease exposure.
- Rockpoint Group: Boutique real estate investment management firm raising capital from institutional LPs for value-add and opportunistic strategies. Closely comparable in boutique scale, institutional LP base, and active value-add approach.
- Crow Holdings Capital: Real estate investment manager with deep institutional relationships and multifamily/specialty property strategies. Comparable LP base and US multifamily-focused approach to Roseview's Evergreen program.
Broad incumbents
- PGIM Real Estate: Large global real estate investment manager with broad multi-strategy capabilities including multifamily and net-lease. Larger incumbent competing for similar institutional LPs, though at a significantly different scale than boutique Roseview.
- Heitman: Global real estate investment management firm serving institutional clients across equity, debt, and multi-strategy mandates. Comparable institutional focus and multi-property-type platform to Roseview's Evergreen/Lemonade combination.
- Storey Capital (Spirit Realty / Realty Income net-lease platform): Net-lease single-tenant commercial real estate acquirer at scale (now part of Realty Income). Comparable investment thesis to Roseview's Lemonade program of converting excess corporate real estate into net-lease investments.
Emerging players
- BlueRock Real Estate: Real estate investment firm with multifamily and net-lease strategies across the US. Comparable product offering to Roseview's Evergreen and Lemonade programs at a smaller, more specialized scale.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
The Roseview Group social profiles
Digital presenceThe Roseview Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
The Roseview Group leadership team
Management profileNumber of profiles
Profiles1 record
The Roseview Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
The Roseview 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 The Roseview Group
What does The Roseview Group do?
The Roseview Group is a Boston-based real estate investment management firm that both invests capital and advises institutional clients. It operates two distinct investment programs: Evergreen, which invests in multifamily housing and office properties across the United States (more than $1 billion in multifamily transactions since 2012), and Lemonade, launched in 2021, which acquires excess corporate real estate and single-tenant retail properties and converts them into net-lease investment properties through leasing, renovations, and rebuilds. The firm also provides real estate investment advisory services, having advised on more than $6 billion in transactions since its founding in 2001.
Is The Roseview Group a public or private company?
The Roseview Group is a private company. It is classified as management employee owned and is currently operating.
When was The Roseview Group founded?
The Roseview Group was founded in 2001. It employs 11 to 50 people.
Where is The Roseview Group based?
The Roseview Group is headquartered in Boston, United States, in the North America region.
How does The Roseview Group make money?
Two revenue lines are on record. Asset Management Fees are the primary driver. The others are investment Returns/Performance Fees.
Who are The Roseview Group's main competitors?
Direct peers on record are Harrison Street, AEW Capital Management, Berkshire Residential Investments, Clarion Partners, Rockpoint Group and Crow Holdings Capital. Broad incumbents are PGIM Real Estate, Heitman and Storey Capital (Spirit Realty / Realty Income net-lease platform). BlueRock Real Estate is listed as an emerging player.
Does The Roseview Group have an API?
No public API is recorded for The Roseview Group.
What industry is The Roseview Group in?
The Roseview Group's product category is Real Estate Investment Management. Its primary akta.pro industry code is BPAJAMAK, Real Estate Investment Management (Acquisitions & Dispositions), with a secondary code of BPAJAMAJ, Real Estate Portfolio & Fund Management (Institutional/REIT/PE). Its NAICS code is 523940 and its SIC code is 6282.