Loci Capital Group, LLC

About Loci Capital Group, LLC

Loci Capital is a real estate investment firm focused on combining value and growth to deliver market-beating returns with downside protection. Operating at the intersection of Main Street and Wall Street, Loci emphasizes disciplined underwriting, cycle-aware investing, and a scrappy, data-driven approach. Their mission is to treat limited partners (LPs) with the same care as they would their own family, focusing on careful, measured investments in the Southeast's premier growth markets.

Products & Services

Opportunistic Fund:Targets high-growth real estate investments across preferred equity, common equity, and strategic debt, focusing on relative value in the middle market to drive alpha through asset selection, execution, and market timing.

Co-Investments & Direct Investments:Offers investors the chance to invest directly alongside the flagship fund in curated deal-by-deal co-investments, providing exposure to specific assets with institutional-grade execution and preferred economics for fund investors.

Income Fund (Preferred Equity):Designed to deliver steady, risk-adjusted income through structured investments with downside protection, targeting 10-15% returns and quarterly distributions for investors seeking reliable yield.

Specialties

Disciplined underwriting Cycle-aware investing Downside protection Middle market real estate Preferred equity investments Southeast U.S. growth markets

Funding History

Debug: View Raw Funding Data

#	Type	Amount Fields	Date Fields	Investors
1	RT: Debt T: - FT: Debt	A: 25000000 MR: - FA: $25 million FAN: 25000000	D: 2023-08-21 FD: 2023-08-21	1 investors

Debt Latest

2023-08-21

$25.0M

1 investor (Pro only)

Growth Metrics

+45%

Employee Growth

YoY

3.2x

Funding Growth

Last Round

12

Markets

Operating

10K+

Customers

Active

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Team & Leadership

M

Michael Phillips

Co-Founder & CEO

P

Patton Chillura

Partner and Co-Founder

G

Garrett Francis

Managing Principal, Head of Capital Markets

D

Damien Greenwood

Managing Principal, Head of Hospitality

D

Dave Workman

Chief Operating Officer

C

Casey Wilson

Managing Principal

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