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The CRE Equity Alert
Real-Time Intelligence on Commercial Real Estate Capital Raises
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In Today’s Edition
Today’s alert features 17 offerings totaling approximately $98 million, including offerings from Tap Root Capital, Horizon Management Inc., and NAI Legacy. Sponsors are located in Orangeburg, SC, Dallas, TX, and Bloomington, MN.
Offering Amounts range from $1 million to $16 million, with Minimum Investments ranging from $0 to $800,000. There are 4 funds in today's offerings, highlighting significant institutional activity.
GPs in Focus
Tap Root Capital is a private equity advisory firm focused on private fund placement and GP strategic growth. The firm was founded by professionals with over 50 years of combined experience and is headquartered in New York City. Tap Root specializes in raising capital for new and emerging private equity managers, with a strong track record in Fund I launches, extension strategies, and platform scaling. Currently, the firm operates with a lean team of +/- 10 professionals and is active in advising middle-market GPs across America.
Offering Name: Tap Root Holdings, LLC
Offering Amount: $16,760,600
Investment Minimum: $0
Type of Offering: 506(b)
Horizon Management Inc. is a full-service real estate firm specializing in residential and commercial property management. Founded over two decades ago and headquartered in Houston, Texas, the firm offers professional services in HOA management, property oversight, project coordination, and financial reporting. With more than 40 years of combined experience, Horizon Management serves condominium communities and single-family developments while also providing consulting to developers. The company leverages technology and social platforms for streamlined communication with residents. Horizon operates with a core team of +/- 10 employees and focuses on the real estate industry, property management, porter services, and accounting support.
Offering Name: Horizon 8 Property Management I, LLC
Offering Amount: $10,000,000
Investment Minimum: $100,000
Type of Offering: 506(c)
NAI Legacy is a real estate investment firm based in Bloomington, Minnesota, specializing in tax-efficient investment strategies. Founded in 2019, the firm operates as both a sponsor and broker of real estate products and services. Through its affiliation with the NAI Global Network, NAI Legacy has access to over 300 offices and 5,100 professionals across major U.S. markets. The company customizes real estate investment solutions across asset classes and geographies to match client preferences and risk profiles. Currently, +/- 18 associated employees work at the firm.
Offering Name: NuCare Madison DST
Offering Amount: $5,740,925
Investment Minimum: $106,611
Type of Offering: 506(c)
CRE Capital Raises: July 29
GP/Sponsor | Location | Offering Name | Minimum Investment | $ Offering Amount |
|---|---|---|---|---|
BLOOMINGTON, MN | NuCare Madison DST | $106,611 | $5,740,925 | |
RALEIGH, NC | WF Good Latimer, LLC | $0 | $4,312,412 | |
NEW YORK, NY | 1345 USRA Net Lease Fund V LLC | $0 | Indefinite | |
LONG ISLAND CITY, NY | AG21 LLC | $800,000 | Indefinite | |
ST LOUIS, MO | Calistoga Farms LLC | $0 | $15,000,000 | |
DALLAS, TX | Francis Aspen Investments, LLC | $0 | Indefinite | |
SAN JUAN, PR | One Condado LLC | $10,000 | Indefinite | |
NEW YORK, NY | 299 USRA Net Lease Fund V LLC | $0 | Indefinite | |
SANDY, UT | Zenith Bolinder LLC | $25,000 | $5,550,000 | |
FAYETTEVILLE, AR | Acretrader 264, LLC | $15,000 | $1,415,000 | |
FAIRFIELD, CT | Pearl Funding I, LLC | $15,000 | $3,130,000 | |
NEW YORK, NY | USRA Net Lease V Capital Corp. | $1,000 | Indefinite | |
NEW YORK, NY | USRA Institutional Net Lease Fund V LLC | $0 | Indefinite | |
ORANGEBURG, SC | Tap Root Holdings, LLC | $0 | $16,760,600 | |
ORANGEBURG, SC | Tap Root Holdings, LLC | $0 | $9,580,000 | |
DALLAS, TX | Horizon 8 Property Management I, LLC | $100,000 | $10,000,000 | |
NEW YORK, NY | 1370 USRA Net Lease Fund V LLC | $0 | Indefinite |
Final Word
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- The Mill Analytics Team