Forterra Investment Partners

What Forterra Investment Partners does

Forterra Investment Partners LLC is a privately held, boutique private equity firm headquartered at 123 South Broad Street, Suite 1830, Philadelphia, PA. Founded in 1994 by Daniel Markee, the firm raises private equity from accredited high-net-worth individuals and family offices under Reg D 506(c) and deploys it into commercial real estate assets across the United States, including multifamily, industrial, mixed-use, and office-to-residential conversions in markets such as New Jersey, Florida, Colorado, Georgia, Massachusetts, Minnesota, Arizona, Pennsylvania, and Wisconsin. The firm operates a co-sponsorship model, partnering with regional real estate sponsors and developers for deal sourcing, transaction structuring, and asset management.

Forterra's core product surface is a curated, deal-by-deal investment offering combined with an AppFolio-powered Investor Portal that provides accredited investors with 24/7 access to portfolio dashboards, asset-level detail, performance metrics, and document management. The firm has invested and divested positions in 2024, including the February 2024 sale of Gateway Commerce Center II (a 450,000 sq. ft. industrial distribution facility site in Mesa, Arizona), the October 2024 sale of a New Brunswick property, and the 2024 launch of a Mount Laurel Crossing multifamily offering. Marketing and distribution occur through direct investor relationships, webinars (e.g., the May 28 Mt Laurel Crossing session), and an events cadence rather than broad digital campaigns.

Revenue is derived from managing private CRE equity placements and participating in transaction structuring, co-investment capital deployment, and ongoing asset management for its investment portfolio. Fee structures, investment minimums, and AUM are not publicly disclosed. The firm is "small by design," with a senior team comprising CEO Daniel Markee, Principal & Capital Markets Rachel Matthai, and Principal & Investor Relations Natasha Dolph. Offerings are restricted to accredited investors, with IRA-friendly structures available for most retirement plans.

Name

Forterra Investment Partners

Legal name

Forterra Investment Partners LLC

Website

https://forterrainvestments.com

Company type

Private

Founded year

1994

Operating status

Operating

Headcount range

1–10 employees

Short description

Forterra Investment Partners is a Philadelphia-based boutique private equity firm founded in 1994 that raises capital from accredited high-net-worth individuals and family offices under Reg D 506(c) to invest in U.S. commercial real estate via curated, co-sponsored deals.

Ownership category

akta.pro rank

Product category

Commercial Real Estate Private Equity

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282), Investors, Nec (6799)

akta.pro primary industry

Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA)

akta.pro secondary industry

Family Office Investment Platforms & Direct Investing (PE/VC/Co-Invest) (FSAAADAH)

Keywords

• Commercial real estate private equity
• Accredited investor offerings
• Family office investments
• Real estate co-investment
• Asset management services

Headquarters

HQ city

Philadelphia

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, Technology or R&D, Infrastructure

Revenue model

1. Private Equity Investment Management: Forterra generates revenue by investing private equity from high net worth individuals and family offices into commercial real estate assets, providing exceptional risk-based returns. The firm participates in transaction structuring, co-investment capital deployment, and ongoing asset management for its investment portfolio.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Forterra Investment Partners is a boutique private equity firm that invests private equity from high net worth individuals and family offices into commercial real estate assets across the U.S. The firm sources, structures, and manages curated real estate investment opportunities — including multifamily, industrial distribution, office-to-residential conversions, and mixed-use developments — offered under Reg D 506(c) to accredited investors, with IRA-friendly options available.

Product overview

Forterra Investment Partners is a boutique private equity firm offering curated commercial real estate investment opportunities to high-net-worth individuals and family offices. The firm provides a unified Investor Portal platform (powered by AppFolio) that enables investors to track their portfolio performance, access detailed asset information, view returns and documentation in real-time. The firm sources and structures deals across various property types including multifamily apartments, office-to-residential conversions, industrial distribution facilities, and mixed-use developments throughout the United States.

Differentiator

Problem solved

Functional benefit

Products and services

• Commercial Real Estate Private Equity Offerings Curated commercial real estate investment opportunities — including multifamily, industrial distribution, office-to-residential conversions, and mixed-use developments — offered to high net worth individuals and family offices under Reg D 506(c) for Accredited Investors Only, with IRA-friendly options available on most offerings. Deals are custom-structured to suit the financing needs of the individual project.
• Investor Portal Web-based investor relations platform providing 24/7 access to investment portfolios, real-time performance metrics, asset details, returns, and secure document management for Forterra investors. Built on AppFolio technology.
• Mount Laurel Crossing Apartment Investment Offering Class-A multifamily acquisition offering for the Mount Laurel Crossing property in Mt Laurel, NJ — a 14-building, 296-unit garden-style apartment asset near major employers, structured to prioritize capital preservation and provide quarterly cash distributions to accredited investors.

Quantifiable outcome

• 24/7 online access to investment portfolio through investor portal

Named customers2 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

Scale indicators3 records

Recent moves5 records

Expansion highlights5 records

Broad incumbents

• CBRE Investment Management: CBRE Investment Management is the global institutional CRE investment arm of CBRE Group, managing diversified strategies across property types for pensions, endowments, and sovereign wealth funds. Broadly comparable to Forterra in CRE investment management but operates at vastly greater scale and serves primarily institutional rather than HNW/family-office clients.
• JLL Capital Markets: JLL Capital Markets is the investment advisory and capital markets arm of Jones Lang LaSalle, providing investment sales, debt origination, and equity placement for commercial real estate. Comparable to Forterra in advising on CRE capital placement, but operates as a broad incumbent across transaction types rather than as a boutique HNW/family-office CRE sponsor.
• AEW Capital Management: AEW is an established institutional CRE investment manager managing diversified core, value-add, and opportunistic strategies across property types — overlapping with Forterra in CRE investment management for sophisticated investors, but serving primarily institutional LPs at much larger scale than Forterra's HNW/family-office focus.

Direct peers

• CrowdStreet: CrowdStreet is an online CRE investment platform offering curated individual commercial real estate opportunities to accredited investors. It overlaps Forterra on target customer (accredited HNW), asset class (CRE equity), and product (curated deal-by-deal offerings), though Forterra is relationship-driven while CrowdStreet is platform-driven.
• Origin Investments: Origin Investments is a boutique CRE investment manager that pools capital from HNW individuals and family offices into institutional-quality multifamily, industrial, and development projects across the U.S. — directly comparable to Forterra in target investor base, asset focus, and bespoke deal structuring.
• Fundrise: Fundrise is a leading direct-investing CRE platform pooling retail and accredited investor capital into diversified real estate portfolios. Comparable to Forterra in delivering CRE equity exposure to non-institutional investors, but Fundrise operates at much greater scale and uses an eREIT/interval-fund structure rather than bespoke deal-by-deal syndications.
• EquityMultiple: EquityMultiple provides curated commercial real estate equity and debt investments to accredited investors and family offices with a focus on transparency, diversified offerings, and direct sponsor relationships — closely mirroring Forterra's value proposition of vetted, sponsor-backed CRE opportunities for HNW/family-office capital.
• CapRidge Partners: CapRidge Partners is a boutique CRE investment manager offering curated commercial real estate investment opportunities to HNW individuals, family offices, and institutional investors. Comparable to Forterra in boutique positioning, asset focus, and target investor base, though typically operating with a somewhat larger team and broader fund offerings.
• BlueRock Real Estate: BlueRock Real Estate operates a private equity CRE investment platform that sources, underwrites, and manages institutional-quality commercial properties for individual and family-office investors. Comparable to Forterra in serving accredited investors with curated CRE equity opportunities and bespoke structuring.
• RealtyMogul: RealtyMogul is an online CRE investment platform offering accredited investors access to curated commercial real estate deals (multifamily, office, retail, industrial). It competes with Forterra on the same customer segment and product category, differing mainly in digital-native distribution versus Forterra's relationship-led motion.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/ForterraInvests
• Facebookfacebook.com/forterrainvestments

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 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 Forterra Investment Partners