Hamilton Point Investments
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.
- Company typePrivate
- Founded2009
- HeadquartersOld Lyme, United States
- Headcount101–250
- GTM typeB2C
- OfferingServices
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.
Hamilton Point Investments firmographics
Firmographics- 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
Hamilton Point Investments industry classification
Industry- 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
Where Hamilton Point Investments is headquartered
LocationHeadquarters
- HQ city
- Old Lyme
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Hamilton Point Investments business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Supply Chain, Infrastructure
Revenue model
- 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
Hamilton Point Investments product offering
Product offeringCore 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.
Companies that use Hamilton Point Investments
Customer profileNamed customers1 record
Segments1 record
Ideal customer profiles1 record
Hamilton Point Investments technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Hamilton Point Investments partnerships and signals
Strategic signalPartnerships
Four partnerships are on record, tiered core.
- Hamilton Point Property Management LLC (HPPM)coreWholly 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)corePartnership 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.corePartnership 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, LLCcoreHamilton 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
Hamilton Point Investments competitors and assessment
Company assessmentEmerging 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
Hamilton Point Investments financial estimates
Financial estimateRevenue estimate
Valuation estimate
Hamilton Point Investments leadership team
Management profileNumber of profiles
Profiles9 records
Hamilton Point Investments subsidiaries and ownership
Company hierarchySubsidiaries4 records
Hamilton Point Investments funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Hamilton Point Investments 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 Hamilton Point Investments
What does Hamilton Point Investments do?
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.
Is Hamilton Point Investments a public or private company?
Hamilton Point Investments is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Hamilton Point Investments founded?
Hamilton Point Investments was founded in 2009. It employs 101 to 250 people.
Where is Hamilton Point Investments based?
Hamilton Point Investments is headquartered in Old Lyme, United States, in the North America region.
How does Hamilton Point Investments make money?
One revenue line is on record: fund Management Fees.
Who are Hamilton Point Investments's main competitors?
Emerging players on record are CrowdStreet and RealtyMogul. Broad incumbents are KKR Real Estate Finance Trust, DWS Group (RREEF Real Estate), Starwood Real Estate Income Trust (SREIT), Cohen & Steers and Blackstone Real Estate Income Trust (BREIT). Direct peers are Griffin Capital Company, Inland Real Estate Income Trust and BlueRock Homes.
Does Hamilton Point Investments have an API?
No public API is recorded for Hamilton Point Investments.
What industry is Hamilton Point Investments in?
Hamilton Point Investments's product category is Real Estate Private Equity. Its primary akta.pro industry code is FSAEALAB, Private Equity Fundraising Placement, with a secondary code of BPAJANAE, Real Estate Capital Markets Advisory (Debt/Equity Placement, Refinancing). Its NAICS code is 523940 and its SIC code is 6799.