The Sohi Group
The Sohi Group is a boutique investment advisory and risk management firm serving U.S. hotel owners and commercial real estate investors with integrated services spanning acquisitions, dispositions, insurance, PIP execution, capital markets, franchise strategy, and co-investment partnerships.
- Company typePrivate
- Founded-
- HeadquartersAuburn Hills, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
What The Sohi Group does
The Sohi Group is a privately held boutique investment advisory and risk management firm focused on commercial real estate and hospitality assets in the United States, headquartered in Auburn Hills, Michigan, with a stated national reach from Midwest roots. Founded in 2006 and led by principals Jasdeep (Jas) Sohi and Jasnayak (Jazz) Sohi, the firm operates with approximately seven employees and serves hotel owners, hospitality investors, and commercial real estate investors through an integrated six-service platform: Advisory & Valuation for acquisitions and dispositions, Insurance & Risk Management, PIP & Capex Solutions, Capital Markets & Financing Advisory, Management & Franchise Strategy, and Investment Partnerships for co-investment opportunities.
The firm does not operate a proprietary technology platform; its core capability is human-driven advisory anchored in a five-discipline underwriting methodology covering RevPAR scenario analysis, insurance as a yield driver, brand-versus-independent math modeling, labor margin guardrails, and debt service durability. Its go-to-market is relationship-led and consultative, supported by community-based distribution through private Facebook and WhatsApp investor groups that surface off-market properties before mass email release, plus content marketing via the Growth & Groundwork Podcast, blog, and LinkedIn presence.
The Sohi Group generates revenue through professional-services fees (transaction advisory, BOVs, PIP project management), insurance carrier commissions on commercial, personal, and key-person lines, capital markets and financing advisory fees, and equity participation and carried interest from co-investment deals. Pricing is custom and quote-based with annual insurance renewals as the most recurring component. Notable transactions include hospitality assets across Michigan, Indiana, and Illinois under brands such as Hyatt Place, Fairfield Inn, Holiday Inn Express, Sleep Inn, Baymont Inn, Wingate, and Econo Lodge, plus ALF conversions, resort, and retail properties.
The Sohi Group firmographics
Firmographics- Name
- The Sohi Group
- Legal name
- The Sohi Group
- Website
- https://thesohigroup.com
- Company type
- Private
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- The Sohi Group is a boutique investment advisory and risk management firm serving U.S. hotel owners and commercial real estate investors with integrated services spanning acquisitions, dispositions, insurance, PIP execution, capital markets, franchise strategy, and co-investment partnerships.
- Ownership category
- akta.pro rank
The Sohi Group industry classification
Industry- Product category
- Investment Advisory & Risk Management
- NAICS
- Portfolio Management and Investment Advice (52394), Offices of Real Estate Agents and Brokers (531210), Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282), Real Estate Agents & Managers (For Others) (6531), Insurance Agents, Brokers & Service (6411), Loan Brokers (6163)
- akta.pro primary industry
- Real Estate Investment Advisory (Acquisitions/Dispositions, Capital Allocation) (BPAJANAA)
- akta.pro secondary industries
- Real Estate Due Diligence & Underwriting Advisory (Financial/Operational) (BPAJANAG), Hospitality (Hotels & Resorts) Asset Management (BPAJAMAE), Real Estate M&A / Joint Venture Advisory (Platform Deals, Partnerships) (BPAJANAF)
Keywords
Where The Sohi Group is headquartered
LocationHeadquarters
- HQ city
- Auburn Hills
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
The Sohi Group business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Advisory & Valuation Services: End-to-end support for acquisitions and dispositions including Broker Opinions of Value (BOVs), market analyses, due diligence, and negotiation management through closing.
- Insurance & Risk Management: Tailored insurance program design and placement for commercial real estate and hospitality portfolios. Generates commissions from carrier relationships for commercial coverage, personal lines, and key person life coverage.
- PIP & Capex Solutions: Hotel PIP (Property Improvement Plan) and FF&E execution through vendor relationships. Revenue from project management fees and vendor partnerships for brand-approved casegoods and turnkey execution.
- Capital Markets & Financing Advisory: Connects clients with capital partners for acquisition, refinance, construction, and portfolio-level financing. Revenue from advisory fees and lender relationship fees.
- Investment Partnerships: Co-investment opportunities in select hospitality and commercial real estate ventures. Generates returns through equity participation and carried interest alongside qualified investor partners.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Advisory services customized to transaction scope |
| Subscription | Annual | Insurance placement services |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels7 records
The Sohi Group product offering
Product offeringCore offering
The Sohi Group is a boutique investment advisory and risk management firm serving commercial real estate and hospitality investors nationwide. It delivers an integrated service suite covering acquisitions and dispositions, tailored insurance and risk management, PIP and capital expenditure execution, capital markets and financing advisory, management and franchise strategy, and direct co-investment opportunities in hospitality and commercial real estate ventures.
Product overview
The Sohi Group is a boutique investment advisory and risk management firm offering a unified suite of six core services for commercial real estate and hospitality investors. The platform integrates Advisory & Valuation for acquisitions/dispositions, Insurance & Risk Management for portfolio protection, PIP & Capex Solutions for property improvement execution, Capital Markets & Financing Advisory for debt/equity placement, Management & Franchise Strategy for operational alignment, and Investment Partnerships for co-investment opportunities. Supplementary offerings include the Growth & Groundwork Podcast and exclusive community channels via Facebook and WhatsApp groups. Together, these services provide end-to-end support from deal origination through asset protection and performance optimization.
Differentiator
Problem solved
Functional benefit
Products and services
- Advisory & Valuation (Acquisitions & Dispositions) End-to-end investment advisory service providing Broker Opinions of Value (BOVs), market analyses, due diligence, negotiations, and strategic guidance for commercial real estate acquisitions and dispositions. Targeted at hotel owners and commercial real estate investors.
- Insurance & Risk Management Tailored insurance programs for commercial real estate and hospitality portfolios covering commercial lines, personal lines, and key person life coverage, with proactive risk management to safeguard compliance and protect long-term portfolio value.
- PIP & Capex Solutions Turnkey property improvement plan (PIP) execution and FF&E installation for hotels nationwide, delivering brand-approved casegoods, seating, and project management with cost efficiency and risk reduction.
- Capital Markets & Financing Advisory Debt and equity financing solutions connecting clients with capital partners for acquisition, refinance, construction, and portfolio-level financing, leveraging lender relationships for deal positioning.
- Management & Franchise Strategy Strategic guidance for owners on management company selection and franchise affiliations, including brand alignment evaluation, franchise term negotiation, and operational best practices.
- Investment Partnerships Co-investment opportunities in select hospitality and commercial real estate ventures, offering qualified investors access to actively sponsored and managed projects with disciplined underwriting and equity participation.
Quantifiable outcome
- Property insurance outcomes: flat to ±5% for well-managed lower-CAT hotels; flat to ±10% for catastrophe-exposed properties
- +2 more outcomes
Companies that use The Sohi Group
Customer profileNamed customers8 records
Segments3 records
Ideal customer profiles2 records
The Sohi Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
The Sohi Group partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- RT SpecialtyminorRT Specialty (Ryan Specialty) completed acquisition of J.M. Wilson on July 1, 2025, expanding Midwest binding presence. The Sohi Group monitors this consolidation as it affects hospitality insurance placement options and market access for their clients.
Scale indicators2 records
Recent moves5 records
Expansion highlights5 records
The Sohi Group competitors and assessment
Company assessmentDirect peers
- Berkadia: Top commercial real estate capital markets intermediary specializing in multifamily and hospitality debt origination and investment sales — directly comparable to The Sohi Group's Capital Markets & Financing Advisory service.
- Marcus & Millichap: Specialized CRE investment sales firm with a large hospitality division that brokers hotel acquisitions and dispositions for private investors — directly comparable in target customer (mid-market hotel owners) and core service (investment advisory).
- Walker & Dunlop: Large CRE finance company with a hospitality lending platform that originates acquisition, refinance, and construction debt — comparable to The Sohi Group's debt placement and capital advisory work for hotel investors.
- HVS: Hospitality-focused valuation, consulting, and asset management firm providing Broker Opinions of Value, feasibility studies, and operator search — the most direct peer to The Sohi Group's Advisory & Valuation and Management & Franchise Strategy lines.
- Eastdil Secured: Independent CRE investment bank focused on large-hotel and hospitality capital markets advisory, debt placement, and equity recapitalizations — comparable on the financing and M&A advisory dimensions of The Sohi Group's platform.
- Avison Young (Hospitality): Private CRE services firm with a dedicated hospitality practice covering investment sales, debt placement, and advisory — most comparable in positioning (private, relationship-led boutique-style at larger scale) to The Sohi Group.
- Hodges Ward Elliott: Boutique hotel-focused investment sales and capital markets advisory firm — a direct competitor to The Sohi Group for mid-market hotel investment advisory mandates, with similar service-line breadth across brokerage and financing.
Broad incumbents
- Newmark Group: Full-service CRE firm with a Hospitality Capital Markets group that handles hotel investment sales, financing, and advisory — overlapping service lines and customer base but operating at national institutional scale.
- JLL (Hotels & Hospitality Group): Global commercial real estate services firm with a dedicated Hotels & Hospitality group that advises on acquisitions, dispositions, financing, and asset management — directly overlapping with The Sohi Group's hospitality investment advisory stack but at far larger scale.
- CBRE (Hotels): Largest global CRE services firm with a Hotels practice providing investment sales, debt placement, valuation, and advisory across all hotel tiers — a scaled incumbent offering the same integrated services The Sohi Group delivers as a boutique.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
The Sohi Group social profiles
Digital presenceThe Sohi Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
The Sohi Group leadership team
Management profileNumber of profiles
Profiles4 records
The Sohi Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
The Sohi Group 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 The Sohi Group
What does The Sohi Group do?
The Sohi Group is a boutique investment advisory and risk management firm serving commercial real estate and hospitality investors nationwide. It delivers an integrated service suite covering acquisitions and dispositions, tailored insurance and risk management, PIP and capital expenditure execution, capital markets and financing advisory, management and franchise strategy, and direct co-investment opportunities in hospitality and commercial real estate ventures.
Is The Sohi Group a public or private company?
The Sohi Group is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was The Sohi Group founded?
The Sohi Group was founded in -1. It employs 1 to 10 people.
Where is The Sohi Group based?
The Sohi Group is headquartered in Auburn Hills, United States, in the North America region.
How does The Sohi Group make money?
Five revenue lines are on record. Advisory & Valuation Services are the primary driver. The others are insurance & Risk Management, PIP & Capex Solutions, capital Markets & Financing Advisory and investment Partnerships.
Who are The Sohi Group's main competitors?
Direct peers on record are Berkadia, Marcus & Millichap, Walker & Dunlop, HVS, Eastdil Secured, Avison Young (Hospitality) and Hodges Ward Elliott. Broad incumbents are Newmark Group, JLL (Hotels & Hospitality Group) and CBRE (Hotels).
Does The Sohi Group have an API?
No public API is recorded for The Sohi Group.
What industry is The Sohi Group in?
The Sohi Group's product category is Investment Advisory & Risk Management. Its primary akta.pro industry code is BPAJANAA, Real Estate Investment Advisory (Acquisitions/Dispositions, Capital Allocation), with a secondary code of BPAJANAG, Real Estate Due Diligence & Underwriting Advisory (Financial/Operational). Its NAICS code is 52394 and its SIC code is 6282.