Equity Resource Investments, LLC

Equity Resource Investments, LLC advises and manages pooled private investment vehicles and typically acts as the general partner or manager for funds that invest in real‑estate‑related assets exempt from registration. The firm’s clients are institutional/pooled vehicles rather than individual retail clients, and it reports approximately $1.343 billion in discretionary assets under management.

ERI employs a long‑term, value‑oriented, bottom‑up investment approach focused on multifamily, affordable housing (including LIHTC), value‑add industrial, and special‑situation real estate, often pursuing off‑market and secondary‑market purchases of fractional or illiquid ownership interests (tenant‑in‑common, limited partner, general partner and co‑investment positions). Investment selection relies on income‑based valuation models (discounted cash flow and direct capitalization), third‑party research and detailed diligence, and the firm structures investments with flexibility through co‑investment vehicles, warehousing and continuation/roll‑up strategies.

The brochure highlights features that distinguish ERI from many peers: it discloses a willingness to negotiate bespoke economic and reporting arrangements (side letters and fee offsets), describes a broad set of “other fees,” fee‑sharing and warehousing/co‑investment practices, and documents use of in‑house legal services and external operations‑support providers for complex transactions. ERI also provides extensive disclosure of potential conflicts of interest and of carried‑interest and side‑by‑side allocation mechanics, reflecting a business model built around customized deal structures and operational involvement in illiquid real‑estate opportunities.