Investment overview
Stoneforge Investments LLC is a Delaware limited liability company focused on acquiring, optimizing, and recycling capital through small-format income-producing properties—beginning with multi-tenant necessity retail—in secondary and tertiary U.S. markets.
Executive summary
- Asset focus: Multi-tenant necessity-based retail strip centers, typically $1.5M–$3.0M
- Returns framework: 8% preferred return priority + 70/30 investor/sponsor split above preferred (per offering documents)
- Horizon: 3–5 year value optimization cycles
- Geography: Secondary/tertiary growth markets with demographic stability
- Philosophy: Conservative underwriting and disciplined capital allocation
Strategy (high level)
We target in-place cash flow, 90%+ occupancy at acquisition where possible, and tenant diversification (for example, under 35% income from any single tenant). We seek rent normalization, strategic renewals, and expense control—not speculative development or heavy lease-up.
Structure (high level)
Offerings are intended for accredited investors under Regulation D 506(b), typically with a $50,000 minimum per deal and a capped investor count appropriate to the exemption. Economics including fees, preferred return, and splits are defined only in the Private Placement Memorandum and related documents for each transaction.
Process
- Introductory conversation and qualification
- Review of offering materials (PPM) for a specific opportunity
- Due diligence and advisor review
- Subscription and funding
- Ongoing reporting (quarterly target) and asset management oversight
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Past performance does not guarantee future results. This page is not an offer and does not describe any current offering.