Our Investment Approach
We deploy capital through a disciplined, 6-step framework:
Source → Analyze → Partner → Structure → Manage → Exit.
Generate Up To
3kW
Of Power
Generate Up To
200 sq. ft
Of Power
The Loci Advantage
- Local operators with national credibility
- Institutional underwriting
- Cycle-aware investing
- Tailored structure to maximize business plan alignment
- Relentless focus on fail-points to mitigate downside
charge
2 EVs
Simultaneously
100W
Solar Panels
Track Record
Since inception, Loci Capital has made 31 investments aggregating $350 million of equity commitments, with 8 realizations achieving a weighted average 27% IRR and 1.9x MOIC.
Up to
12 Hrs
Illumination
From a
6 Hr
Charge
Carefully Building Value In The Southeast’s Premier Growth Markets.
Where Main Street and Wall Street intersect.
About LOCI Capital
Scrappy. Measured. Proven.
Some investors preach the importance of a margin of safety. Others focus on chasing growth. At Loci, we combine both. We don’t just seek a margin of safety, we create it through disciplined underwriting and downside protection. At the same time, our focus on the Southeast places us at the centre of decades of compounding population and income growth.
By uniting value and growth, we maximize the probability of market-beating returns. That requires more than theory, it demands the scrappy real-estate know-how earned through lived experience and the measured, data-driven discipline of institutional investing. This is the intersection of Main Street and Wall Street, and it’s what drives exceptional results with real downside protection.
Difference Guarantee
01
We will live by our mission, the categorical imperative to invest for our Partners as we would want someone to invest for us.
02
We will invest in assets that combine value and growth while maintaining an emphasis on principle protection.
Loci sits at the intersection of two successful models
We are a Diversified GP Fund, a rare hybrid model that enables us to actively manage investments with hands-on expertise, while selectively deploying capital across a range of real estate classes.
03
We maintain the scrappy, proactive mindset that made us successful Main Street operators, guided by Wall Street research and data driven decision making processes.
Mission
Our mission is clear: treat our LPs as we would want to be treated. Loci Capital makes careful, measured investments. We use scrappy, savvy strategies to source and execute. We keep an LP-first mindset in every decision. And we invest our client’s money the way we invest our own, with the same care we would for our parents and our children.
Investment Strategy
Driving Alpha Where It Matters Most
Measured Impact
Success in Numbers
$350M
Managed Equity
31
Investments (Since Inception)
90%
Client Reinvestment Rate
27%
Realized Net IRR
1.9x
Realized Net MOIC
Opportunistic Fund
Loci’s Opportunistic Fund targets high-growth real estate investments across preferred equity, common equity, and strategic debt. Focused on relative value in the middle market, the fund seeks to drive alpha through hands-on asset selection, business plan execution, and market timing. It’s ideal for investors aiming for outsized returns with institutional discipline.
Co-Investments & Direct Investments
Loci offers investors the opportunity to invest directly alongside its flagship fund through curated deal-by-deal co-investments. These fully managed positions allow investors to gain exposure to specific assets while benefiting from Loci’s expertise and fund-scale deal access. Fund investors receive preferred economics, while all co-investors gain access to institutional-grade deal execution.
Income Fund (Preferred Equity)
The Preferred Equity Fund is designed to deliver steady, risk-adjusted income through structured investments with downside protection. With targeted returns of 10–15% and quarterly cash distributions, this fund is suited for investors seeking reliable yield and shorter hold periods, without sacrificing the sophistication of Loci’s underwriting and management approach.
Opportunistic Fund
Loci’s Opportunistic Fund targets high-growth real estate investments across preferred equity, common equity, and strategic debt. Focused on relative value in the middle market, the fund seeks to drive alpha through hands-on asset selection, business plan execution, and market timing. It’s ideal for investors aiming for outsized returns with institutional discipline.
Co-Investments & Direct Investments
Loci offers investors the opportunity to invest directly alongside its flagship fund through curated deal-by-deal co-investments. These fully managed positions allow investors to gain exposure to specific assets while benefiting from Loci’s expertise and fund-scale deal access. Fund investors receive preferred economics, while all co-investors gain access to institutional-grade deal execution.
Preferred Equity Investments
The Preferred Equity Fund is designed to deliver steady, risk-adjusted income through structured investments with downside protection. With targeted returns of 10–15% and quarterly cash distributions, this fund is suited for investors seeking reliable yield and shorter hold periods, without sacrificing the sophistication of Loci’s underwriting and management approach.
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