Worth Avenue Capital Group

What Worth Avenue Capital Group does

Worth Avenue Capital Group is a privately held real estate investment sponsor founded in 2020 by Sergio Pejoves and headquartered in West Palm Beach, Florida. The firm identifies, acquires, rehabilitates, and manages value-add multifamily and luxury single-family assets — primarily in Florida (Daytona Beach, Tallahassee, West Palm Beach) and Texas (Houston) — and packages these as passive investment offerings for accredited investors. Its operational backbone is built around the founder's 20+ years of experience spanning mortgage origination, underwriting, residential construction, and multifamily acquisitions, supported by a small team (~15 employees) including a VP of Investor Relations, a Director of Multifamily Acquisitions, and a Strategic Senior Advisor.

The firm's revenue mechanics are consistent with a traditional syndication sponsor: acquisition fees, asset management fees, and carried interest on successful deals, with pricing and minimums disclosed only through 1-on-1 consultations rather than publicly. Go-to-market is sales-led and relationship-driven, relying on Calendly-scheduled calls, an investor portal for deal access, a content funnel (free eBook, podcast guest appearances, YouTube interviews), and co-GP partnership offerings. Sister companies Project Bungalows (Houston luxury rehab/construction, founded 2012) and Houston Flippers (wholesale deal platform) provide vertical integration into deal sourcing and construction execution, while an EXP Realty-affiliated advisor supports commercial brokerage reach.

The portfolio to date includes a 92-unit Daytona Beach acquisition (2020), a 51-unit Casa Aria Luxury Rentals (2021), a 136-unit $18M Tallahassee apartment complex (2021), a 240-unit Houston multifamily (2021), and the previously divested 175-unit Milwaukee affordable housing portfolio. Luxury flip dispositions include Olive Avenue ($2.55M, Dec 2022), Valencia Road ($6.15M, March 2024), and 107 Gregory ($3.15M, 2025). There are no institutional investors, no funding rounds, and no public listing; the firm operates as a founder-controlled family business with no disclosed revenue.

Name

Worth Avenue Capital Group

Legal name

Worth Avenue Capital Group

Website

https://worthavenuecapitalgroup.com

Company type

Private

Founded year

2020

Operating status

Operating

Headcount range

11–50 employees

Short description

Worth Avenue Capital Group is a Florida-based real estate investment sponsor founded in 2020 by Sergio Pejoves that acquires and manages value-add multifamily and luxury flip assets for accredited passive investors across Florida and Texas.

Ownership category

akta.pro rank

Product category

Real Estate Investment Management

NAICS

Funds, Trusts, and Other Financial Vehicles (525), Portfolio Management and Investment Advice (523940)

SIC

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

akta.pro primary industry

Real Estate Funds — Value-Add (FSANAEAH)

akta.pro secondary industries

Real Estate Funds — Opportunistic / Development (FSANAEAI), Real Estate Investment Advisory (Acquisitions/Dispositions, Capital Allocation) (BPAJANAA)

Keywords

• Multifamily real estate investing
• Passive real estate investment
• Luxury property flipping
• Accredited investor syndications
• Value-add multifamily acquisitions

Headquarters

HQ city

West Palm Beach

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Passive Investment Management: Provides passive investment opportunities to accredited investors in multifamily and luxury flipping projects. Revenue generated through acquisition fees, management fees, and carried interest on successful deals.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Worth Avenue Capital Group is a real estate investment firm that identifies, acquires, implements, and manages value-add multifamily apartment properties (and luxury single-family flips) on behalf of passive accredited investors. The firm raises equity through private syndications, co-GP partnerships, and deal-by-deal investment offerings, earning acquisition fees, management fees, and carried interest. It supports investors with 1-on-1 consultation scheduling, a secure investor deal-access portal, and an email list of new opportunities.

Product overview

Worth Avenue Capital Group is a real estate investment firm, not a technology product company. It is a single unified investment platform that offers passive investors opportunities to invest in luxury flipping and multifamily real estate projects. The firm identifies value-add assets, acquires them, implements improvements, and manages them to generate passive income for accredited investors. Services include one-on-one investment consultations, deal access, co-GP partnerships, and investor education/mentoring. The company maintains a portfolio of multifamily properties and luxury single-family renovation projects in Florida markets (Daytona Beach, Tallahassee, West Palm Beach) and past projects in Houston, TX and Milwaukee, WI.

Differentiator

Problem solved

Functional benefit

Products and services

• Multifamily Investment Opportunities Passive investment offerings in value-add multifamily apartment portfolios (B and C class) sourced, acquired, rehabilitated, and managed by Worth Avenue Capital Group for accredited investors. Examples include a 92-unit and 51-unit portfolio in Daytona Beach, a 136-unit complex in Tallahassee, and a 240-unit acquisition in Houston, with proceeds distributed through asset management and eventual sale.
• Luxury Flipping Investments Passive equity participation in luxury single-family acquisition, rehabilitation, and resale projects, focused on the West Palm Beach area (and historically the Houston Heights area via sister company Project Bungalows). Accredited investors fund the buy-fix-sell cycle and receive returns upon sale of the renovated property.
• Co-GP Partnership Program Co-General Partnership opportunities for qualified operators and capital partners to co-sponsor larger multifamily acquisitions alongside Worth Avenue Capital Group, sharing equity, decision rights, and promote economics on a deal-by-deal basis.
• Passive Investor 1-on-1 Consultation One-on-one consultation service in which founder Sergio Pejoves (and team) walk prospective accredited investors through deal structure, returns expectations, and portfolio-fit considerations for upcoming multifamily and luxury flipping opportunities.

Quantifiable outcome

• Have paid Millions of dollars to happy Investors that trusted us
• +1 more outcomes

Segments1 record

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Three partnerships are on record, tiered minor.

• Project BungalowsminorOthersSister company - a high-end rehab and new construction company dedicated to developing and rehabilitating distressed bungalows in the Greater Heights area in Houston, Texas. Founded by Sergio Pejoves in 2012.
• Houston FlippersminorOthersWholesale platform for real estate investors bringing deeply discounted properties to partners and preferred investors. Managed by Sergio Pejoves. Has wholesaled millions of dollars in equity.
• EXP RealtyminorChannel Partner/ Reseller/ DistributorDino Dodani, Multifamily Strategic Senior Advisor, operates under EXP Realty brokerage in the commercial real estate market, bringing investment opportunities and navigating investor needs.

Scale indicators4 records

Recent moves7 records

Expansion highlights5 records

Broad incumbents

• CrowdStreet: Online commercial real estate investment platform that connects accredited investors with individual sponsors. Comparable as a marketplace channel for the same kind of passive investor that Worth Avenue targets, though CrowdStreet is a tech-enabled platform rather than a principal sponsor.
• EquityMultiple: Commercial real estate investing platform offering individual deal and fund vehicles to accredited investors. Comparable on the passive accredited investor acquisition and fund management side, though operates as a multi-sponsor platform rather than a single sponsor.
• Roofstock: Marketplace for passive single-family rental investing. Comparable focus on turning real estate into passive income for individual investors, though Roofstock is a marketplace rather than a principal sponsor.
• Marcus & Millichap: Large commercial real estate investment sales and advisory firm. Comparable in operating deeper in the multifamily investment brokerage and capital markets space, though Marcus & Millichap is a national intermediary rather than a principal investor.
• Yieldstreet: Alternative investments platform offering real estate and other private market opportunities to accredited investors. Comparable investor profile and passive income thesis, though Yieldstreet is a multi-asset platform rather than a real estate specialist.

Direct peers

• Fundrise: Real estate investment platform offering passive investors access to pooled multifamily and other real estate projects. Comparable passive-investor go-to-market and value-add multifamily focus, though at materially larger scale and with diversified project mix.
• First National Realty Partners (FNRP): Multifamily syndicator targeting accredited investors with value-add apartment investments. Comparable sponsor model, accredited investor base, and value-add multifamily strategy, though larger AUM and more institutionalized operations.
• BAM Capital: Multifamily investment firm specializing in value-add apartment acquisitions marketed to accredited passive investors. Closest direct comparable in deal structure, target investor, and value-add value proposition.

Emerging players

• Arrived Homes: Platform enabling passive investors to buy shares of individual rental homes. Comparable passive accredited investor offering in single-family rentals, with similar relationship-driven operating model but technology-led acquisition experience.
• New Western: Real estate investment firm specializing in acquiring distressed single-family and small multifamily properties for investors. Comparable fix-and-flip and value-add single-family strategy, with a market-making role for individual investors.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• YouTubeyoutube.com/watch?v=f-2281aV0c8&feature=emb_title
• LinkedInlinkedin.com/company/worth-avenue-capital-group

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 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 Worth Avenue Capital Group