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Investment Management

Middleburg is an institutional investment manager with experience across investment strategies, capital formation, and execution.

We take a conservative and collaborative approach to real estate investments and capital markets. We partner with leading financial institutions and family offices worldwide to find opportunities that match each investor’s objectives and risk tolerance.

$4.5B+

In total transactions

$1B+

Annual transaction volume

35K+

Units financed

20+

Years of direct investment history

Disciplined and detail-oriented

Disciplined and detail-oriented

With over $1 billion in annual transaction volume, we use formal processes and risk controls to meet the highest institutional standards for capitalization, underwriting, and exits.

As a vertically integrated real estate firm, Middleburg manages all the variables that impact an investment’s performance, from entitlement to design, construction, and property management.

Resilient returns

Resilient returns

Middleburg has consistently outperformed the market since 2004, realizing over 37% IRR since inception on acquisition and development projects. Our cycle-tested investment strategy provides partners with high-performing opportunities in all market conditions.

  • Real estate funds

  • Programmatic ventures

  • Individual property partnerships.

Our Investments Team

Featured Investments and Acquisitions

Hamlet Huntersville Huntersville NC Charles

Hamlet Huntersville

  • Charlotte, NC