SARA Investment Real Estate

What SARA Investment Real Estate does

SARA Investment Real Estate is a privately held investment real estate sponsor founded in 1994 and headquartered in Madison, Wisconsin. The firm sponsors direct investment offerings in small-to-mid-sized industrial properties (typically under 50,000 square feet) and ground-up midrise multifamily development, focused on supply-constrained Midwest markets in Wisconsin and Missouri. Investors include accredited and high-net-worth individuals, alongside institutional capital and family offices, accessed through a direct sales motion led by an internal Investor Relations team and supported by a Juniper Square investor portal.

The company's core operating model is asset-by-asset value-add investing: identify multi-tenant or divisible industrial assets with vacancy, below-market rents, or deferred capital expenditure needs; execute improvements; and exit via sale or refinancing to realize investor returns. Disclosed case-study outcomes include investor IRRs of 12-35% and realized multiples of 1.31x-2.62x across exited industrial assets, alongside delivery of more than 450 multifamily units in downtown Madison. The firm operates with an 11-50 employee organization led by CEO & Chairman Eric Schwartz and President Dan Schwartz, with dedicated leadership across Acquisitions, Asset Management, Finance, Investor Relations, and Strategy/General Counsel.

Revenue mechanics are not publicly disclosed and include acquisition fees, asset management fees, property management fees, and promote/carried interest on exited investments. Pricing, minimums, and fee structures are negotiated deal-by-deal with investors through the Juniper Square platform and direct investor relations outreach. The firm holds no disclosed external institutional capital, maintains no public listing, and has not announced any acquisitions, mergers, funding rounds, or restructuring actions in the available source material.

Name

SARA Investment Real Estate

Legal name

SARA Investment Real Estate

Website

https://sarainvest.com

Company type

Private

Founded year

1994

Operating status

Operating

Headcount range

11–50 employees

Short description

SARA Investment Real Estate is a Madison, Wisconsin-based private real estate investment sponsor that acquires, develops, and manages small-to-mid-sized industrial properties and ground-up midrise multifamily assets in supply-constrained Midwest markets, serving accredited individual investors, family offices, and institutional capital via direct investment offerings.

Ownership category

akta.pro rank

Product category

Commercial Real Estate Investment Sponsorship

NAICS

All Other Financial Investment Activities (52399)

SIC

Real Estate Dealers (For Their Own Account) (6532)

akta.pro primary industry

Real Estate Funds — Opportunistic / Development (FSANAEAI)

akta.pro secondary industry

Real Estate Investment Advisory (Acquisitions/Dispositions, Capital Allocation) (BPAJANAA)

Keywords

• Commercial real estate investment
• Industrial property acquisition
• Multifamily real estate development
• Real estate investment sponsorship
• Value-add real estate

Headquarters

HQ city

Madison

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Others

Revenue model

1. Real Estate Investment Management: SARA generates revenue through direct investment sponsorship in commercial real estate. The company acquires, develops, and manages industrial and multifamily properties in the Midwest, providing value to investors through direct investment into Midwest commercial real estate. Revenue is generated through acquisition, value-add improvements, and eventual sale or refinancing of properties, with returns distributed to investors.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

SARA Investment Real Estate is a privately held investment real estate sponsor that acquires, develops, leases, finances, and manages small-to-mid-sized industrial properties and ground-up multifamily developments in supply-constrained Midwest markets. The firm raises capital from accredited/high-net-worth individuals and institutional investors to deploy into value-add industrial assets and midrise multifamily projects, primarily in Wisconsin and Missouri.

Product overview

SARA Investment Real Estate operates as a unified investment real estate platform offering two core product lines: industrial property investment and multifamily development. The company focuses on small-to-mid-sized industrial assets in supply-constrained Midwest markets, targeting multi-tenant or divisible properties with value-add potential through vacancy, below-market rents, or deferred capex. This industrial investment platform is complemented by a ground-up multifamily development initiative that has delivered over 450 units in downtown Madison.

Differentiator

Problem solved

Functional benefit

Products and services

• Industrial Property Investment Sponsored direct investment into small-to-mid-sized industrial properties in underserved Midwest markets, targeting multi-tenant or divisible assets with value-add opportunities including vacancy, below-market rents, or deferred capital expenditure needs. Available to accredited and high-net-worth investors.
• Multifamily Development Ground-up midrise multifamily development, with successful delivery of over 450 units in downtown Madison, Wisconsin, complementing the industrial investment platform. Available to investors via SARA's sponsored offerings and to residents through standard multifamily leasing.

Quantifiable outcome

• Investor IRRs ranging from 12% to 35% across case study properties
• +2 more outcomes

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators4 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• NorthPoint Development: Kansas City-based industrial real estate developer with a Midwest focus on build-to-suit and speculative industrial, directly comparable to SARA's industrial acquisition and development platform in the same regional footprint.
• Dermody Properties: Reno-based industrial real estate investment and development firm operating a sponsor/fund model in multiple U.S. regions, comparable to SARA's deal-by-deal investor capital model and industrial focus.
• Hillwood Investment Properties: Dallas-based industrial and commercial real estate developer with Midwest operations, comparable to SARA in its industrial development focus and sponsor-style investor relationships.
• Boxer Property: Houston-based owner-operator of small-bay industrial (typically under 50K SF) and flex assets across multiple U.S. markets, with a similar value-add focus on multi-tenant, divisible industrial that aligns with SARA's niche.
• Crow Holdings Industrial: Dallas-based industrial investment and development platform within Crow Holdings, operating a fund-style sponsor model similar to SARA's, though at materially greater scale and national reach.
• Bridge Industrial: Chicago-based industrial developer and operator focused on Class A bulk and last-mile industrial across the Midwest and other U.S. gateways, overlapping with SARA on industrial thesis and Midwestern geography.
• Continental Properties: Milwaukee-based developer and operator of multifamily residential communities across the Midwest and Sun Belt, directly comparable to SARA's ground-up multifamily development platform and Midwest operating geography.
• Scannell Properties: Indianapolis-based national industrial developer and investor with significant Midwest activity, comparable to SARA in its industrial asset focus and sponsor/investor capital model.
• Murphy Development: Indianapolis-based industrial developer active across the Midwest, comparable to SARA in industrial focus, regional concentration, and sponsor-style capital deployment.

Broad incumbents

• First Industrial Realty Trust: Publicly traded REIT focused on light industrial and logistics properties across the U.S., providing a broader-market, institutional comparable for SARA's industrial investment thesis and portfolio strategy.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles17 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 SARA Investment Real Estate