Newport Investment Management, LLC

Newport Investment Management manages closed-end commingled real estate funds and separate accounts for institutional investors and certain high‑net‑worth individuals, focusing on convenience/necessity‑based and grocery‑anchored neighborhood and community retail centers. The firm provides discretionary and non‑discretionary acquisition, asset management, financing and disposition services for those funds and also serves as a Qualified Professional Asset Manager (QPAM) on at least one ERISA plan investment.

The firm’s investment approach emphasizes property‑level value creation through active ownership and capital markets execution, using analyses such as discounted cash flow, site characteristics and demographic studies to underwrite acquisitions. Newport structures investments with leverage, co‑investment and joint‑venture vehicles, applies a priority‑return waterfall with performance‑based fees, and delivers quarterly financial reports plus annual investor reviews.

Distinctive features disclosed in the brochure include an affiliated real‑estate broker subsidiary that may provide property‑level services (property management, leasing, construction management) subject to market‑rate constraints and fund governance, and the firm’s public disclosure of principals’ predecessor institutional track records (including execution of more than $5 billion of real estate transactions and prior roles at large managers). The firm also operates specialized vehicles such as a CRA parallel fund and an overseas joint‑venture partner, which differentiate its set of pooled products and fee‑flow relationships from many peers.