Bricks & Mortar Capital

Bricks & Mortar Capital, LLC provides personalized investment management and advisory services to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, small businesses, and pooled investment vehicles. The firm offers discretionary portfolio management, general investment advice, and valuation services, and it manages the Bricks & Mortar Real Estate Income Fund, LP, a pooled fund focused on publicly traded REITs and other real estate-related companies; BAMCAP reports managing approximately $14 million in discretionary assets.

BAMCAP’s investment approach emphasizes REIT and real estate‑focused strategies alongside a proprietary CMS strategy that employs concentration, margin, and shorting; client portfolios may include individual equities, pooled vehicles, ETFs, options, and bonds and can be managed long or short. Research and portfolio construction combine fundamental and valuation analysis, regional and property-level real estate work (including principal-led property visits), and tailoring to each client’s stated objectives with discretionary trading authority.

Compared with many small independent advisers, the firm is notable for acting as adviser to a private pooled investment vehicle and for offering performance‑based fee arrangements for that Fund, subject to qualified‑client rules. Its willingness to run concentrated, margin-driven strategies with significant short exposure, provide valuation services for real estate acquisitions, and the principal’s active real estate ownership and management are additional distinguishing features relative to peers.