Equity Resource Investments, LLC

Equity Resource Investments, LLC is an investment manager that provides discretionary investment management and supervisory services to pooled, private real estate funds and does not provide individual advisory services to retail clients. The firm reports approximately $1.33 billion in discretionary assets under management and acts as general partner, manager or adviser to Funds that invest primarily in multifamily, affordable housing and other real estate-related investments.

ERI pursues a long-term, value-oriented investment approach that emphasizes off‑market and secondary transactions, fractional and non‑controlling interests, tenant‑in‑common structures, sponsor equity and Low Income Housing Tax Credit/affordable housing portfolios. The firm applies bottom‑up financial analysis—principally discounted cash flow and income capitalization methods—while assessing exit strategies and risks such as illiquidity, leverage, local market conditions and regulatory considerations.

The brochure discloses that ERI uses predecessor performance and endorsements in its marketing and engages placement agents in fundraising, practices that the firm highlights alongside its fundraising disclosures. It also details a varied compensation landscape—including carried interest, other transaction and non‑cash fees—and describes extensive expense allocation practices and operational arrangements such as providing administrative services to an affiliated entity.