Capital Boutiq

What Capital Boutiq does

Capital Boutiq is a Dallas-based private real estate investment firm founded in 2016 that acquires, repositions, and manages multifamily workforce and affordable housing communities, primarily in the Texas (Dallas-Fort Worth) market. Over its operating history the firm has executed the full investment life cycle on a portfolio of more than 1,908 units across multiple DFW submarkets, including both currently held assets and completed dispositions. The firm pursues a value-add strategy on Class B/C workforce housing, combining acquisition of operationally challenged assets with interior upgrades, amenity improvements, and disciplined asset management intended to preserve affordability while delivering risk-adjusted returns on 3–7 year hold periods.

The firm's platform is vertically integrated: CB PROP Management (launched in 2025 as a wholly-owned subsidiary operating at cbprop.co) handles in-house property management, and an in-house construction/renovation function works with specialized subcontractors across plumbing, electrical, framing, finishes, and HVAC. On the technology side, Capital Boutiq implements Yardi, RealPage, revenue management systems, BI reporting, and ERP systems, and has introduced AI-driven tooling for underwriting, deal sourcing, and financial modeling under a dedicated Financial Analytics Sr. Manager. The firm supplements its in-house capabilities with an established partner network spanning capital markets (Berkadia, Freddie Mac, Walker & Dunlop, Integrity Capital), brokerage (Colliers, Cushman & Wakefield, Marcus & Millichap), advisory (EY, Old Capital), and property tax (Valorem Tax Advisors).

Capital Boutiq generates revenue through a mix of asset management fees, transactional and advisory services (buy/sell-side representation, valuation, due diligence, M&A support, debt/equity underwriting), and equity participation in sponsored multifamily investments. The customer base consists of accredited investors, family offices, institutional partners, and strategic capital providers, qualified through a gated, consultative process and a curated distribution list. The firm also holds specialized expertise in LIHTC, PFC/HFC affordable housing conversions, and partnership recapitalizations, and positions a faith-based community impact (including a Ministry page and partnership with Men of Nehemiah) as part of its investor brand. The leadership team is co-founder-led by CEO Magali I. Dubourg and CFO Adrien J. Dubourg, supported by a small senior management team spanning accounting, financial analytics, and asset management.

Name

Capital Boutiq

Legal name

Capital Boutiq

Website

https://capitalboutiq.com

Company type

Private

Founded year

2016

Operating status

Operating

Headcount range

1–10 employees

Short description

Capital Boutiq is a Dallas-based private real estate investment firm that acquires, repositions, and manages multifamily workforce and affordable housing in Texas for accredited investors, family offices, and institutional capital partners.

Ownership category

akta.pro rank

Product category

Commercial Real Estate Investment

NAICS

Other Investment Pools and Funds (5259), Other Financial Investment Activities (5239), Other Financial Vehicles (52599)

SIC

Real Estate Agents & Managers (For Others) (6531), Real Estate Dealers (For Their Own Account) (6532), Finance Services (6199)

akta.pro primary industry

Real Estate Funds — Core-Plus (FSANAEAG)

Keywords

• Multifamily real estate investing
• Commercial real estate investment
• Affordable housing investment
• Real estate asset management
• Real estate advisory services

Headquarters

HQ city

Dallas

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Real Estate Investment Management: Capital Boutiq acquires, repositions, and manages multifamily workforce and affordable housing communities. Returns to investors come from quarterly or annual cash flow distributions, value creation from operational improvements, refinancing events, and profits at sale. Most projects target a 3–7 year hold period.
2. Transaction & Advisory Services: Provides transactional support services to capital partners and associates including buy-side/sell-side representations, valuation, due diligence, financial planning, M&A support, debt/equity underwriting, interim financial reporting, and treasury management. Services are available to partners without requiring direct GP investment.
3. Asset Management Fees: Ongoing asset management services including weekly operational reporting, monthly financial statement review, cash reconciliation, budgeting and forecasting, KPI/BI dashboard analytics, market surveys, disposition analysis, risk management, and partnership waterfall scenario analysis.
4. Real Estate Services: Acquisition and underwriting services, tax-exempt and affordable housing strategies (LIHTC, PFC/HFC conversion), technology implementation, organizational design, HR/payroll services, investor relations, guarantor compliance, and draw request submissions.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

Capital Boutiq acquires, repositions, and manages multifamily workforce and affordable housing communities, primarily in the Texas market, targeting a 3-7 year hold period. The firm also provides asset management, transaction and advisory services (buy/sell-side representation, M&A support, debt/equity underwriting, due diligence), and in-house construction and renovation services through its wholly-owned CB PROP Management platform.

Product overview

Capital Boutiq is a real estate investment firm that operates as a platform of integrated services rather than a single unified software product. The core offering centers on multifamily capital solutions and real estate transactional services, including acquisition, repositioning, and management of workforce and affordable housing. This platform is augmented by CB PROP Management, a proprietary property management sub-brand, as well as in-house construction and renovation services. Additional services include transactional support (M&A, debt/equity underwriting), asset management (reporting, analytics, risk management), and real estate services (acquisitions, technology implementation, investor relations). The firm also maintains partnerships with Old Capital for capital solutions and Valorem Tax Advisors for property tax consulting.

Differentiator

Problem solved

Functional benefit

Products and services

• CB PROP Management Proprietary in-house property management platform covering resident service, leasing, and operational oversight for all owned multifamily communities, providing Capital Boutiq direct control over asset quality and tenant experience.
• Multifamily Capital Solutions and Real Estate Investment Acquisition, repositioning, and long-term management of multifamily workforce and affordable housing communities for accredited investors, family offices, and institutional capital partners, with returns from cash flow distributions, operational improvements, refinancing, and sale.
• Transactional Support Services Buy-side and sell-side partnership representations, valuation and due diligence, financial planning, M&A and wind-down services, debt and equity origination and underwriting, transition services, interim financial reporting, treasury management, and legal coordination for capital partners.
• Asset Management Services Ongoing asset management including weekly operational reporting, monthly financial statement review, cash reconciliation, budgeting and forecasting, KPI/BI dashboards and analytics, market surveys and comps, disposition strategies, variance analysis, and risk management covering capital calls, partnership recapitalization, and debt restructuring.
• Real Estate Services Acquisitions and underwriting, tax-exempt and affordable housing strategies including LIHTC and PFC/HFC conversion, technology implementation (Yardi, RealPage, Revenue Management, BI Reporting, ERP systems), organizational design, HR and payroll services, leasing agreements, financial accounting, investor relations, and guarantor compliance.
• Construction and Renovation Services In-house construction and renovation management with strategic partnerships with specialized subcontractors (plumbing, electrical, wood framing, granite and tile, HVAC) ensuring quality, timelines, and cost efficiency for affordable housing projects and value-add repositioning.

Quantifiable outcome

• Target hold period of 3–7 years delivering strong appreciation potential to capital partners
• +1 more outcomes

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration5 records

AI capability1 record

Feature3 records

Partnerships

15 partnerships are on record, tiered core and minor.

• BerkadiacoreChannel Partner/ Reseller/ DistributorBerkadia is a recognized commercial real estate services firm providing capital markets, investment sales, and loan servicing. Listed as one of Capital Boutiq's established industry relationships, indicating active deal flow and financing access through this partnership.
• CollierscoreChannel Partner/ Reseller/ DistributorColliers is a global commercial real estate services and investment management firm. Referenced in Capital Boutiq's DFW market research and listed as an established industry relationship for deal flow and market intelligence.
• Cushman & WakefieldcoreChannel Partner/ Reseller/ DistributorCushman & Wakefield is a global commercial real estate services firm. Cited extensively in Capital Boutiq's blog content for market data and listed as a key industry relationship for deal flow and market intelligence.
• Marcus & MillichapcoreChannel Partner/ Reseller/ DistributorMarcus & Millichap is a commercial real estate brokerage firm specializing in multifamily. Referenced in Capital Boutiq's blog content for market data and listed as an established industry relationship.
• Freddie MaccoreChannel Partner/ Reseller/ DistributorFreddie Mac is a government-sponsored enterprise providing multifamily mortgage financing. Referenced extensively in Capital Boutiq's blog content for market outlooks and listed as a key financing and market intelligence partnership.
• EY (Ernst & Young)minorChannel Partner/ Reseller/ DistributorEY provides professional accounting, tax, and advisory services. Listed as an established industry relationship performed with Capital Boutiq Principals in the past.
• Walker & DunlopminorChannel Partner/ Reseller/ DistributorWalker & Dunlop is a commercial real estate finance company providing multifamily lending services. Listed as an established industry relationship.
• NorthmarqminorChannel Partner/ Reseller/ DistributorNorthmarq is a commercial real estate investment banking firm. Listed as an established industry relationship.
• JPIminorChannel Partner/ Reseller/ DistributorJPI is a multifamily real estate developer and investor. Listed as an established industry relationship.
• Prescott GroupminorChannel Partner/ Reseller/ DistributorPrescott Group is a commercial real estate investment firm. Listed as an established industry relationship.
• Old CapitalminorStrategic or Co-development PartnerOld Capital has been a premier provider of commercial capital solutions and advisory services for commercial real estate investors since 1998. Listed as a solution provider for capital solutions and real estate services complementary to Capital Boutiq's offerings.
• Valorem Tax AdvisorsminorImplementation/ SI/ Consulting PartnerValorem Tax Advisors is a property tax consulting firm dedicated exclusively to multifamily property tax appeals across Texas. Provides Capital Boutiq with property tax reduction and appeals expertise as a specialized Texas-focused solution provider.
• Men of NehemiahcoreStrategic or Co-development PartnerMen of Nehemiah is a faith-based addiction treatment ministry focused on biblical discipleship, clinical services, and military discipline for physical and spiritual healing. Capital Boutiq partners with this ministry as part of its community service and ministry initiatives, reflecting the firm's faith-driven values and commitment to community impact beyond financial returns.
• KingdomworksminorStrategic or Co-development PartnerKingdomworks is referenced in connection with Capital Boutiq's Ministry page, indicating a partnership related to faith-based community outreach and ministry initiatives.
• CB PROP ManagementcoreStrategic or Co-development PartnerCB PROP Management is Capital Boutiq's proprietary property management platform launched to ensure highest standards in property management across all owned communities. Driven by excellence, loyalty, and passion for customer service, it operates as a separate entity (cbprop.co) providing property management, leasing, and resident services.

Scale indicators3 records

Recent moves7 records

Expansion highlights6 records

Direct peers

• RPM Living: Dallas-headquartered multifamily investment, management, and development firm. Closely comparable in geography (Texas), scale (mid-market), and integrated operating model spanning investment and property management.
• Asset Living: Houston-headquartered multifamily property management and investment firm operating across Texas and the U.S. Comparable in multifamily focus, third-party management capabilities, and Texas operating footprint.
• JPI: Multifamily real estate developer and investor with significant Texas presence. Listed by Capital Boutiq as an established industry relationship, indicating direct overlap in multifamily deal flow and operating geography.
• Willow Bridge Property Company: Multifamily property management and investment firm comparable in offering integrated acquisition, renovation, and management services to multifamily owners and investors.
• Avenue5 Residential: Multifamily property management and investment services firm. Comparable in providing third-party management services alongside owner-operator capabilities in the multifamily space.
• Prescott Group: Commercial real estate investment firm listed by Capital Boutiq as an established industry relationship. Directly comparable as a CRE investor operating in overlapping markets.
• Magnolia Capital: Nashville-based multifamily investment and management firm with comparable portfolio size and value-add workforce housing strategy. Similar operating model combining acquisition, renovation, and property management.

Broad incumbents

• Greystar Real Estate Partners: Global leader in multifamily investment, property management, and development. Overlaps with Capital Boutiq's vertically integrated model (investment + property management) but at vastly larger scale with established institutional fund vehicles.
• Berkshire Residential Investments: Multifamily investment and property management firm with established institutional fund structure. Comparable in workforce/value-add multifamily strategy but operates at materially larger scale with disclosed fund returns.
• Crow Holdings: Dallas-headquartered real estate investment and development firm with significantly larger AUM and broader product offering. Comparable in Texas operating geography and multifamily/commercial real estate focus, but at materially larger scale.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/capital-boutiq

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Subsidiaries1 record

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 Capital Boutiq