Investment Philosophy

At the core of Carroll Organization's investment philosophy is our belief that we treat investors' capital as our own. We act as trusted fiduciaries for our clients and invest our firm's capital alongside our clients' capital in every investment we make.

We execute a thoughtful, disciplined and rigorous investment process that we simply describe:

Acquire, Improve, Exit.

Carroll Organization's investment strategy utilizes our in-house capabilities to unlock value in properties that we perceive to be underperforming and undervalued. Through proactive management, redevelopment, and specific submarket selection, we aim to generate attractive risk adjusted returns.

Carroll Organization is an Active Real Estate Investor Focused on the Following:

  • Value Add Investments in Multifamily
  • Core Plus Investing in Multifamily
  • Opportunistic Investing in Multifamily
  • Development Opportunities in Multifamily
  • Mixed Use Investments (Multifamily and Retail)

Fund Vehicle Track Record

Carroll Organization started its Multifamily Co-Investment Fund Series in 2011 with Carroll Co-Invest I, LP. The firm has now raised over $70 MM across its four closed funds and has begun fundraising on its 5th fund. The funds are closed-end, private investment vehicles which hold interests in a portfolio of Carroll's high quality multifamily real estate assets in attractive investment markets throughout the United States, with a particular focus on the Southeast, Southwest, and Mid-Atlantic regions. The fund vehicles holdings are comprised of interests in core-plus/value-add properties with anticipated hold periods of 3-10 years.

Carroll Organization Multifamily Real Estate Funds
Fund Name(1) Fund Inception Year Placed Fund Equity Raised
(MM)
Total Equity Raised
(MM)
No. of Properties Average Deal Size
(MM)
Status
Carroll Co-Invest Fund I, LP 2011 2011-2012 2.5 45.4 5 27.0 Fully Liquidated
Carroll Co-Invest Fund II, LP 2012 2012-2013 8.0 198.2 15 41.1 Fully Liquidated
Carroll Multifamily Real Estate Fund III, LP 2013 2014-2015 21.8 476.4 33 43.1 Active Management
Carroll Multifamily Real Estate Fund IV, LP 2015 2015-2017 36.5 498.7 27 42.1 Active Management
(1) Excludes any funds currently in the fundraising period.

Investor Portal

The Carroll Organization Investor Portal launched in January 2016 provides existing investors secure access to both their current and historical quarterly reporting documents for all of their Carroll Organization investments.

ACCESS INVESTOR PORTAL