Compounding Capital Group

What Compounding Capital Group does

Compounding Capital Group (CCG) is a privately held real estate investment firm founded in 2015 by Jay Balekar (former Big 4 Cyber Risk Consultant) and Jason Baik (former VP of Data Science, joined 2021), headquartered in Mason, Ohio. The firm sources, acquires, and manages value-add multifamily apartment buildings — primarily 20-150 unit C/B-class assets in Cincinnati, Dayton, and Columbus — and raises capital from accredited investors via 506(b) and 506(c) Reg D private placements, also enabling investments through Self-Directed IRAs. Investors receive preferred equity interests with a target of at least 7% annual cash return and 15% IRR, with distributions quarterly to annually and a lump-sum payout at sale or refinance; the GP also holds Class B backend equity tied to a 5-year hold.

CCG monetizes through asset management fees on equity at acquisition/disposition plus a percentage of ongoing cash flow, supplemented by preferred equity returns and sponsor promote via backend Class B shares. Its core operating technology is in-house: a proprietary value-add renovation process, an internal contractor team with wholesale material sourcing for vertical-integration cost control, an investor portal for updates and tax documents (1099s), and data-driven underwriting supported by the co-founders' analytics backgrounds. The firm has scaled to 600+ units across 14+ properties across Ohio, Alabama, South Carolina, Kentucky, and Indiana, and goes to market through a community-led/content-led motion — podcast appearances, a 74,000+ LinkedIn following, a free passive-investing guide lead magnet, and an application-gated investor community targeting employees of major corporations (Spotify, Apple, Meta, Qualcomm, PwC, KPMG, Deloitte, Citi, Anthem, Navigant). Operations are supported by a small team (1-10 employees) and external local property management partners overseen by CCG.

Name

Compounding Capital Group

Legal name

Compounding Capital Group

Website

https://compoundingcapitalgroup.com

Company type

Private

Founded year

2015

Operating status

Operating

Headcount range

1–10 employees

Short description

Compounding Capital Group is a private real estate investment firm founded in 2015 that sources and manages value-add multifamily properties for accredited passive investors via Reg D offerings, primarily in Ohio.

Ownership category

akta.pro rank

Product category

Multifamily Real Estate Investment

SIC

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

akta.pro industry

PRIMARYFSANAEAH

Real Estate Funds — Value-Add

Financial & Insurance/Private Equity & Venture Capital/Real Assets Funds (Infrastructure, Real Estate, Energy)

SECONDARYFSANAEAI

Real Estate Funds — Opportunistic / Development

Financial & Insurance/Private Equity & Venture Capital/Real Assets Funds (Infrastructure, Real Estate, Energy)

Keywords

• Multifamily real estate investing
• Passive real estate investments
• Accredited investor offerings
• Value-add apartment investing
• Real estate syndication

Headquarters

HQ city

Mason

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Asset Management Fees: Charge a small percentage of total equity at acquisition and disposition, plus a small percentage of ongoing cash flow as an asset management fee. This covers business operations, deal finding, system setup, and daily time devotion to asset success.
2. Preferred Equity Returns: Investors receive preferred equity interests and are paid before any other profit distributions. Returns come from cash flow distributions (quarterly, semi-annual, or annual) plus lump sum payout at sale or refinance.
3. Backend Equity Interests: Owners have class B shares with returns dependent on final property performance after 5 years. Personal returns only realized if asset exceeds expectations, aligning operator incentives with investor interests.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels6 records

Core offering

Compounding Capital Group syndicates passive investments in value-add multifamily real estate (20-150 unit C/B-class properties in Ohio markets) to accredited and select non-accredited investors via 506(b) and 506(c) Reg D private placements. Investors commit a minimum of $50,000 to receive preferred equity interests paying at least 7% annual cash flow and at least 15% IRR, with lump sum payouts at sale or refinance. The firm handles acquisition, asset management, and value-add renovation in-house, while partnering with local property management companies for day-to-day operations.

Product overview

Compounding Capital Group is a real estate investment firm offering a single unified product: passive multifamily real estate investment opportunities for accredited and non-accredited investors. The core offering combines preferred equity interests in value-add multifamily properties with investor management through an online Investor Portal. The company focuses exclusively on 20-150 unit properties in Ohio markets (Cincinnati, Dayton, Columbus), with supporting education resources including a free investment guide. Investors gain access through a 506(b) or 506(c) Reg D offering structure with a $50,000 minimum investment, receiving quarterly to annual cash flow distributions plus lump sum payouts at asset disposition.

Differentiator

Problem solved

Functional benefit

Products and services

• Multifamily Real Estate Passive Investment Passive investment offering enabling families and busy professionals to invest in value-add multifamily real estate. Investors receive preferred equity interests with cash flow distributions and lump sum payouts at sale or refinance, with a $50,000 minimum, at least 7% annual cash return, and at least 15% IRR.
• Value-Add Multifamily Investment Strategy (Ohio Markets) Investment strategy focused on repositioning C or B-class value-add assets in B or A-class areas, targeting 20-150 unit multifamily properties in central and southern Ohio markets including Cincinnati, Dayton, and Columbus.
• Investor Portal Web-based portal through which investors receive periodic updates, tax documents (1099s), and investment communications from Compounding Capital Group.
• Free Guide to Passive Real Estate Investing Downloadable free guide filled with strategies on how to invest passively in real estate, used as a lead magnet to attract potential investors.

Quantifiable outcome

• At least 7% annual cash return for investors
• +2 more outcomes

Named customers9 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Partnerships

One partnership is on record.

• Local Property Management CompaniescoreImplementation/ SI/ Consulting PartnerPartnership with local professional property management companies fully equipped to support assets day-to-day with professional contractors, maintenance technicians, and leasing agents. Property managers are overseen by CCG who meets with them weekly.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• EquityMultiple: Tech-enabled commercial real estate investing platform that aggregates individual accredited investor capital into CRE deals including multifamily — broader CRE marketplace competitor for the same investor wallet, but with platform vs. sponsor model.
• Fundrise: Large consumer-friendly real estate investment platform offering diversified eREITs and interval funds — much broader and lower-minimum alternative for retail investors considering passive RE exposure, siphoning demand from traditional syndicators like CCG.
• CrowdStreet: Online commercial real estate investment platform offering individual accredited investors direct equity in sponsor-led deals — competes for the same passive-investor capital pool with a marketplace rather than single-sponsor brand.

Direct peers

• BAM Capital: Indiana-based multifamily value-add syndicator with a comparable thesis of acquiring C/B-class assets in B/A-class Midwest submarkets and offering accredited investors preferred equity passive deals — directly comparable in size, geography and product.
• Ashcroft Capital: Multifamily value-add sponsor that raises Reg D capital from passive accredited investors for B/C-class workforce housing repositioning — comparable sponsor model, asset class, and accredited-investor distribution strategy.
• Rebuilt Capital: Multifamily value-add syndicator focused on smaller, value-add apartment communities marketed to passive investors — directly overlaps with CCG on property size (20-150 units), value-add strategy and 506(c) accredited distribution.

Others

• Roofstock: Single-family rental investment marketplace that lets individual investors buy turnkey rental properties — adjacent 'passive real estate investing for busy professionals' value proposition even though the asset class (SFR vs. multifamily) differs.
• Yieldstreet: Alternative investment platform offering fractional ownership across asset classes including real estate — adjacent competitor in the 'passive alternative income' category that CCG targets but with a much broader multi-asset offering.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• YouTubeyoutube.com/channel/UCRWVXnGWuzl5E4w-_4mWGqg
• Facebookfacebook.com/CompoundingCapitalGroup
• LinkedInlinkedin.com/company/compoundingcapitalgroup
• Instagraminstagram.com/compoundingcapitalgroup

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 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 Compounding Capital Group