Altus Equity Group, Inc. Market Research Report

Background

Overview

Altus Equity Group, Inc. is a privately held real estate investment firm specializing in multifamily and industrial assets across the United States. The company focuses on uncovering hidden value through innovative deal structuring, disciplined financing, and operational excellence. With over $600 million in assets under management and a 93% investor reinvestment rate, Altus is dedicated to delivering exceptional experiences for its investor community.

Mission and Vision

Altus Equity Group's mission is to provide capital preservation, tax efficiency, and wealth creation for its private investor community. The firm aims to help entrepreneurial-minded investors and private equity institutions by identifying institutional-quality real estate opportunities with strong, risk-adjusted return profiles.

Primary Area of Focus

The company's primary focus is on real estate acquisition, property management, and private lending, serving both institutional and individual investors. Altus specializes in multifamily and industrial properties, emphasizing value-add opportunities in economically resilient regions.

Industry Significance

Altus Equity Group has established itself as a trusted sponsor in the real estate investment sector, known for its disciplined approach and creative deal-making. The firm's commitment to transparency and integrity has fostered strong relationships with investors, contributing to its significant growth and presence in the market.

Key Strategic Focus

Core Objectives

Value-Add Investments: Target underperforming assets with potential for operational improvements and capital enhancements.

Diversification: Build a diversified portfolio across multifamily and industrial sectors to mitigate risk and optimize returns.

Operational Excellence: Implement disciplined management practices to enhance asset performance and investor value.

Specific Areas of Specialization

Multifamily Properties: Focus on garden-style apartment communities in high-growth regions.

Industrial Assets: Invest in light industrial parks and warehouses in strategic locations.

Key Technologies Utilized

Data Analytics: Employ advanced data analytics for market analysis and investment decision-making.

Property Management Software: Utilize integrated platforms for efficient property management and tenant relations.

Primary Markets Targeted

High-Growth Texas Markets: Including Odessa and the Dallas-Fort Worth area.

Northwest Arkansas: Capitalizing on the region's economic expansion and housing demand.

Financials and Funding

Funding History

Altus Equity Group has a history of successful capital raises, including the launch of the Altus Opportunity Fund in February 2024, designed to capitalize on distressed commercial real estate opportunities.

Total Funds Raised

The firm has raised over $600 million in assets under management, reflecting strong investor confidence and financial stability.

Recent Funding Rounds

Altus Opportunity Fund (February 2024): A strategic fund targeting distressed commercial real estate assets, offering a 12% preferred return to investors.

Notable Investors

While specific investor names are not publicly disclosed, the firm's 93% investor reinvestment rate indicates a high level of satisfaction and trust among its investor base.

Intended Utilization of Capital

Acquisitions: Deploy capital into value-add real estate opportunities, focusing on multifamily and industrial assets.

Operational Enhancements: Invest in property improvements and management systems to increase asset value.

Debt Reduction: Utilize funds to optimize capital structure and reduce leverage.

Pipeline Development

Key Pipeline Candidates

Odessa Multifamily Portfolio (April 2025): Acquired six garden-style apartment communities totaling 1,225 units in the Midland-Odessa region of West Texas.

Kennedale Light Industrial Park: Acquired a newly developed small-bay industrial property in the Dallas-Fort Worth area.

Northwest Arkansas Build-For-Rent Community: Secured debt and equity for a 294-unit duplex community, with the first 100 units under construction and completion anticipated by June 2024.

Stages of Development

Odessa Portfolio: Completed acquisition and planning for operational enhancements.

Kennedale Industrial Park: Acquisition completed; focusing on tenant leasing and property management.

Northwest Arkansas Community: Phase I capital stack secured; construction underway for initial units.

Target Conditions

Odessa Portfolio: Leverage the booming energy economy and high occupancy rates to enhance value.

Kennedale Industrial Park: Capitalize on the growing demand for industrial space in the Dallas-Fort Worth area.

Northwest Arkansas Community: Address the increasing demand for quality workforce housing in a rapidly growing region.

Relevant Timelines

Odessa Portfolio: Acquired in March 2025; operational enhancements planned over the next 12 months.

Kennedale Industrial Park: Acquired in early 2025; leasing and management ongoing.

Northwest Arkansas Community: First 100 units under construction; completion expected by June 2024.

Technological Platform and Innovation

Proprietary Technologies

Investment Analysis Tools: Developed in-house platforms for evaluating potential acquisitions and managing portfolios.

Significant Scientific Methods

Market Analytics: Utilize advanced data analytics to assess market trends and inform investment decisions.

Leadership Team

Key Executives

Forrest Jinks – Chief Executive Officer (CEO): Founder with over 20 years of real estate investment experience; known for creative deal-making and operational excellence.

Andy Eicher – Senior Vice President of Investments: Over 16 years in financial markets, specializing in securities broker-dealer operations and investment value identification.

Chad Richards – Vice President of Investor Relations: 20+ years in commercial real estate, facilitating relationships and managing acquisitions across 40 states.

Christopher Davis – Vice President of Asset Management: 15+ years in real estate and asset management, overseeing national portfolios and leading initiatives focused on NOI growth and operational optimization.

Teri Ernandes – Vice President of Administration: 30 years in marketing and operations within franchised multi-unit restaurant companies, enhancing business efficiencies and fostering positive team culture.

Competitor Profile

Market Insights and Dynamics

The real estate investment sector is characterized by a competitive landscape with numerous firms targeting similar asset classes. Key competitors include CBRE Group, Inc., FirstService Corporation, and Colliers International Group Inc., each with substantial market presence and diverse portfolios.

Competitor Analysis

CBRE Group, Inc.: A global leader in real estate services, offering a wide range of services including property management, valuation, and investment management.

FirstService Corporation: Provides property services, including residential and commercial property management, and real estate brokerage services.

Colliers International Group Inc.: A global commercial real estate services firm, offering services such as leasing, property management, and investment sales.

Strategic Collaborations and Partnerships

Altus Equity Group has engaged in strategic partnerships to enhance its market position, such as collaborating with Wellings Capital for the acquisition of the Odessa Multifamily Portfolio.

Operational Insights

Altus differentiates itself through a disciplined approach to acquisitions, focusing on value-add opportunities in high-growth markets. The firm's commitment to transparency and integrity has fostered strong relationships with investors, contributing to its significant growth and presence in the market.

Strategic Opportunities and Future Directions

Altus Equity Group is well-positioned to capitalize on market opportunities by leveraging its expertise in identifying and managing value-add real estate investments. The firm's focus on high-growth regions and commitment to operational excellence provide a solid foundation for future expansion and value creation.