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V••••••••• C•••••• L••

Value add real estate managerExempt reporting adviserunder $1B· Winter Park, Florida

Value add real estate manager, based in Winter Park, Florida, reporting $80.4M of real estate gross assets across 5 vehicles.

Composed from this manager's Form ADV filings and classification.

Real estate GAV
$80.4M
Form ADV, Schedule D, real estate vehicles summed
Current vehicles
5
Form ADV, Schedule D 7.B.(1)
Vehicles (5)
As of · the latest Form ADV filing; property activity carries its own dates

Nothing material in the last 365 days. No dated change on record yet.

Identifiers, size band and strategyCRD 173742 · SEC 802-127975Show
CRD 173742SEC 802-127975under $1BValue addForm ADV
What capital do they manage?
Real estate GAV
$80M GAV 2024sum of GAV over non-feeder, non-quarantined Real Estate Fund vehicles on the latest filing (a scale proxy, never fund size)
Vehicles
5 current, 5 ever, 0 dropped0 feeders, 0 funds of funds
How the GAV is measured, and the filing detailShow
First on the tape
2023the extract starts in 2011; an earlier history is not visible
Latest filing
Jan 11, 2024exempt reporting adviser
Fund types on the latest filing
Real Estate Fund 12
What do they say they do?
stated by the manager
Strategy
Value add
Operator model
Fund managerbasis: stated
Property types
Multifamily, Retailbasis: stated
Markets
United States, Sunbelt Statesbasis: stated
Business kind (site)
Real estate manager
AUM in its own words
••• Lockedthe manager's statement, not a DFX figure
In the manager's own words9 quotesShow
  • Value add: “Acquisition and repositioning of convenience-oriented shopping centers.”
  • Value add: “Project Type: Value-add acquisitions and stabilized acquisitions.”
  • Opportunistic: “The firm is capable of investing in varying project types, including development, stabilized, and value-add/opportunistic deals.”
  • Development: “Development or acquisition of multifamily rental properties.”
  • Net lease: “Merchant development of single-tenant, net leased retail properties.”
  • Multifamily: “The firm provides joint-venture and preferred equity to support the development, acquisition, and repositioning of multifamily and retail properties.”
  • Retail: “VestaPoint provides joint-venture equity for the merchant development and value-add acquisition of net-leased retail properties and convenience-oriented shopping centers.”
  • United States: “Since 2011, VestaPoint has invested in high-quality assets across the continental United States.”
  • Sunbelt States: “The firm is predominantly focused on investing in primary and secondary markets across the Sunbelt States for multifamily investments.”
Vehicles
5 on Form ADV
VehicleKindGAVOwnersReportedVintageLifecycleName saysLPs
V•• P••••••• X• L••
805-4416066037
fund$2M GAV 2024532023* to 2024unknownInvesting
V•• V••••••• M• L••
805-7007915205
fund$2M GAV 202482023* to 2024unknownInvesting
V•• B••••••• M• L••
805-3683619014
fund$1M GAV 2024172023* to 2024unknownInvesting
V•• P••••••• X••• L••
805-9461605544
fund$825,625 GAV 2024512023* to 2024unknownInvesting
V•• V••••••• M• I• L••
805-1386004903
fund$36,461 GAV 2024162023* to 2024unknownInvesting
What do they actually own?
0 trusted of 0 candidate bindings
No validated holdings yet. Candidate bindings stay off this page until their rule passes the blind-label gate.
Properties the manager names on its site
  • S•••• a• C•••••• P••••, Sanford, NC (retail) “••• Locked”
  • O•••••• A••• P••••, Torrington, CT (retail) “••• Locked”
  • C••••••• S•••• C•••••, Braselton, GA (retail) “••• Locked”
  • 7•••••••, Kitty Hawk, NC (retail) “••• Locked”
  • A••• o• C••••••, Phoenix, AZ (multifamily) “••• Locked”
  • D••••• G••••••, Montville, CT (retail) “••• Locked”
What are they buying, selling and financing?
0 acquisitions, 0 sales, 0 financings in 12 months
No attributed events yet. An event reaches this page only through a validated holding binding.
Who finances them?
0 loans, 0 lender groups
No recorded loans through trusted holdings.
Who backs them?
0 allocators, 0 rows
No institutional LP disclosure resolved to this manager.
People
Form ADV Schedule A, latest filing
  • A•••• S•••••• Trustee since 2011-10
  • J••• L• W••••• Manager/Member since 2011-10
  • R••••• B••••• S•••••• Manager since 2011-10
  • D•••• S•••••• Trustee since 2011-10
What is changing?
  • Vehicle first reported Apr 13, 2023 (observed) ••• Locked
  • Vehicle first reported Apr 13, 2023 (observed) ••• Locked
  • Vehicle first reported Apr 13, 2023 (observed) ••• Locked
  • Vehicle first reported Apr 13, 2023 (observed) ••• Locked
  • Vehicle first reported Apr 13, 2023 (observed) ••• Locked
Full timeline · 13 events
  • Vehicle first reported Apr 13, 2023 (observed) ••• Locked
  • Vehicle first reported Apr 13, 2023 (observed) ••• Locked
  • Vehicle first reported Apr 13, 2023 (observed) ••• Locked
  • Vehicle first reported Apr 13, 2023 (observed) ••• Locked
  • Vehicle first reported Apr 13, 2023 (observed) ••• Locked
  • Vehicle first reported Apr 13, 2023 (observed) ••• Locked
  • Vehicle first reported Apr 13, 2023 (observed) ••• Locked
  • First ADV filing on the tape Apr 13, 2023 (observed) ••• Locked
Across DFX
  • bridged to no other DFX graph by identifier

Not yet on record: properties held, institutional LPs.