Hamilton Point Investments

What Hamilton Point Investments does

Hamilton Point Investments LLC ("HPI") is a real estate private-equity investment firm founded in 2009 by J. David Kelsey and Matthew A. Sharp, headquartered in Old Lyme, Connecticut. The firm acquires and manages three categories of commercial real estate through a series of investment funds: multifamily apartment properties (over 35,000 units), manufactured housing communities, and limited and full-service hotels. Since inception, HPI's funds have acquired over 180 properties valued at more than $4 billion, with portfolio holdings spanning 35+ US states including Texas, South Carolina, Florida, Oklahoma, Nebraska, Mississippi, Ohio, Alabama, Georgia, and Tennessee.

HPI operates a vertically integrated platform anchored by three entities: Hamilton Point Capital (the equity sales group and a branch office of broker-dealer Orchard Securities LLC), Hamilton Point Property Management LLC ("HPPM," wholly owned, handling staffing, leasing, maintenance, contracting, marketing, and reporting), and Griffin Hotel Management LLC (partially owned, for hotel operations). The firm also partners with Manufactured Housing Partners LLC for manufactured housing acquisitions and with BPM & Co., Inc. for hotel asset management. The company employs over 320 people across multifamily property management, corporate finance, acquisitions, and investor relations.

HPI's business model is the classic real estate private-equity structure: it raises equity capital from individual accredited investors through a network of over 40 broker-dealers and registered investment advisors employing more than 6,000 financial advisors, deploys that capital into real estate assets through closed-end funds, and earns management fees plus performance fees (carried interest) on fund returns. Distribution is organized into three regional sales territories (West Coast/Rocky Mountain/Central, Northeast/Southeast/Great Lakes, and a dedicated RIA-focused channel), with no direct-to-consumer marketing and no public pricing disclosure. Customer relationships are exclusively with accredited individual investors, and the firm has no parent company, no public listing, and no disclosed external institutional ownership.

Name

Hamilton Point Investments

Legal name

Hamilton Point Investments LLC

Website

https://hamiltonptinv.com

Company type

Private

Founded year

2009

Operating status

Operating

Headcount range

101–250 employees

Short description

Hamilton Point Investments is a real estate private-equity firm founded in 2009 that acquires and manages multifamily apartments, manufactured housing communities, and hotels through funds raised from accredited investors via a network of 40+ broker-dealers and registered investment advisors.

Ownership category

akta.pro rank

Product category

Real Estate Private Equity

NAICS

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

SIC

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

akta.pro primary industry

Private Equity Fundraising Placement (FSAEALAB)

akta.pro secondary industry

Real Estate Capital Markets Advisory (Debt/Equity Placement, Refinancing) (BPAJANAE)

Keywords

• Real estate private equity
• Multifamily apartment investments
• Manufactured housing communities
• Hotel property investments
• Institutional property management

Headquarters

HQ city

Old Lyme

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Supply Chain, Infrastructure

Revenue model

1. Fund Management Fees: Earns management fees and performance fees from managing real estate private-equity investment funds that acquire multifamily apartments, manufactured housing communities, and hotels. Capital is raised from individual accredited investors through broker-dealer and RIA distribution channels.

Go-to-market motion2 records

Distribution channels2 records

Marketing channels1 record

Core offering

Hamilton Point Investments LLC operates as a real estate private-equity investment company that raises capital from individual accredited investors through a selling group of broker-dealers and registered investment advisors, deploying that capital into a series of investment funds that acquire and manage multifamily apartment properties, manufactured housing communities, and limited and full-service hotels across the United States.

Product overview

Hamilton Point Investments LLC (HPI) operates as a real estate private-equity investment company offering a unified platform of fund investment products. The core offerings include Hamilton Point Capital (the equity sales division), Hamilton Point Property Management LLC (HPPM), and a series of private-equity funds investing in three property categories: multifamily apartment properties (35,000+ units managed by HPPM), manufactured housing communities (in partnership with Manufactured Housing Partners LLC), and limited/full-service hotels (in partnership with BPM & Co., Inc. and Griffin Hotel Management LLC). The company raises capital from accredited investors through a network of over forty broker-dealers and registered investment advisors.

Differentiator

Problem solved

Functional benefit

Products and services

• Hamilton Point Capital The equity sales group within Hamilton Point Investments that raises capital for HPI's real estate private-equity funds from individual accredited investors, with selling agreements with over forty broker-dealers and registered investment advisors covering major US regions.
• Hamilton Point Property Management LLC (HPPM) Wholly owned property management subsidiary providing institutional-quality property-level staffing, leasing, maintenance, contracting, marketing, and reporting for HPI's multifamily apartments and manufactured housing communities.
• Real Estate Private-Equity Funds A series of real estate private-equity funds that raise equity from individual accredited investors through broker-dealer financial advisors and registered investment advisors, investing in multifamily apartments, manufactured housing communities, and hotels.
• Multifamily Apartment Property Investments HPI Funds acquire and manage multifamily apartment properties across the United States, with over 35,000 apartment units acquired and managed by Hamilton Point Property Management LLC.
• Manufactured Housing Community Investments HPI Funds acquire manufactured housing communities in partnership with Manufactured Housing Partners LLC, where HPI serves as fund manager and MHP as asset manager, with property management handled by HPPM's manufactured housing management group.
• Hotel Property Investments HPI Funds acquire limited and full-service hotels in partnership with hotel investor BPM & Co., Inc., where HPI serves as hotel fund manager and BPM as hotel asset manager, with Griffin Hotel Management LLC (partially owned by HPI and BPM principals) serving as property manager.

Named customers1 record

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Four partnerships are on record, tiered core.

• Hamilton Point Property Management LLC (HPPM)coreStrategic or Co-development PartnerWholly owned property management subsidiary responsible for cost-effective, efficient, and institutional-quality property-level staffing, leasing, maintenance, contracting, marketing, and reporting for multifamily apartments and manufactured housing communities.
• Manufactured Housing Partners LLC (MHP)coreStrategic or Co-development PartnerPartnership with HPI as fund manager and MHP as asset manager for manufactured housing communities. MHP co-founders Kenneth Shea and Steve Mongillo bring extensive investment banking and real estate experience.
• BPM & Co., Inc.coreStrategic or Co-development PartnerPartnership for hotel investments whereby HPI is the hotel fund manager and BPM is the hotel asset manager. Griffin Hotel Management LLC, partially owned by HPI and BPM principals, handles property management.
• Orchard Securities, LLCcoreChannel Partner/ Reseller/ DistributorHamilton Point Capital is a branch office of Orchard Securities, LLC, a registered broker-dealer. Securities are offered through Orchard Securities, LLC, member FINRA & SIPC.

Scale indicators5 records

Recent moves6 records

Expansion highlights6 records

Emerging players

• CrowdStreet: Online marketplace for institutional-quality commercial real estate offerings to individual accredited investors. Comparable end-investor (accredited individuals) and real estate focus, though delivered via a tech-enabled platform rather than traditional broker-dealer distribution.
• RealtyMogul: Online platform offering private real estate investments to accredited investors, including multifamily and commercial real estate funds. Prior employer of HPI VP of Asset Management Michael Gencarelli; comparable end-investor focus and real estate asset classes.

Broad incumbents

• KKR Real Estate Finance Trust: Externally managed non-traded mortgage REIT that distributes through broker-dealers and RIAs to individual investors. Highly comparable distribution model and end-investor, but with a debt rather than equity real estate focus.
• DWS Group (RREEF Real Estate): Global asset manager with a substantial real estate investment platform offering both listed and private real estate funds distributed through institutional and intermediary channels. Prior employer of HPI VP Matthew Incitti; comparable in offering private real estate to advisor-sold channels.
• Starwood Real Estate Income Trust (SREIT): Starwood Capital's non-traded REIT distributed through the same broker-dealer and RIA channels as HPI, focused on multifamily and other income-producing real estate. Direct overlap in distribution strategy, target investor (accredited), and property type.
• Cohen & Steers: Specialized real estate investment manager offering listed and private real estate strategies to institutional and intermediary channels. Comparable real estate PE platform with broader product suite; prior employer of HPI VP Nicholas Detorie.
• Blackstone Real Estate Income Trust (BREIT): Blackstone's non-traded REIT raising capital from individual investors through broker-dealers and RIAs to invest in income-producing real estate. Highly comparable GTM motion and product structure to HPI, though at vastly larger AUM scale and broader sector mandate.

Direct peers

• Griffin Capital Company: Private equity real estate sponsor distributing non-traded REITs and DSTs to individual investors through broker-dealer and RIA networks. Directly comparable in sponsor size, distribution motion, and product breadth.
• Inland Real Estate Income Trust: One of the largest non-listed REIT sponsors, distributing real estate private placement products through broker-dealers to individual investors. Prior employer of HPI regional VP Scott Farrington; highly comparable GTM and product structure.
• BlueRock Homes: Non-traded REIT sponsor focused on single-family rental and multifamily workforce housing, raising capital through broker-dealers and RIAs. Closest direct peer in terms of asset focus (workforce housing) and investor channel to HPI's multifamily strategy.

Market position

Strengths1 record

Weaknesses1 record

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 records

Subsidiaries4 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 Hamilton Point Investments