HAMILTON POINT INVESTMENTS LLC 2 Huntley Rd. Old Lyme, CT 06371, United States
Hamilton Point Capital www.hamiltonptinv.com 619-985-0770 [email protected] (Todd F. Williams, Esq. - Sr. VP of Sales & Marketing)
| Current and Former Offerings |
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Hamilton Point Investments LLC (“HPI”) is a leading real estate owner and manager with a portfolio spanning multifamily properties, student housing, hotels, and manufactured housing communities. HPI deploys capital raised through investment funds from accredited individual investors via a network of independent broker-dealers and registered investment advisors. Founded by J. David Kelsey and Matthew A. Sharp in 2009, the firm has acquired more than 155 properties for over $3.5 billion since inception. The company has sponsored 13 real estate funds and 7 DST offerings. Fourteen of the 20 previous offerings have gone full cycle, with weighted average IRRs net to investors of 18%.
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| Year Established | Sector | Structure | Founders/Executives |
|---|---|---|---|
2009 | Hospitality, Multifamily, Private equity, Real Estate, Student Housing | Hamilton Point Investments is structured as a privately held LLC | J. David Kelsey is a co-founder and Manager of Hamilton Point Investments LLC. Previously, Mr. Kelsey was a Principal with Trinity Hotel Investors L.L.C., a New York based real estate and hotel investment partnership formed in 2002 which acquired 22 properties with total costs of $500 million. He has 34 years of real estate investing, Matthew A. Sharp is a co-founder and Manager of Hamilton Point Investments LLC. Prior to forming the company, Mr. Sharp was Director of CMBS Origination at ABN AMRO Bank, N.V., and before that Mr. Sharp was a CMBS analyst at Standard and Poor’s. Previously, Mr. Sharp was a Vice President in the Real Estate Investment Banking Group at Gruntal & Co., Inc. and a member of the Acquisitions Group at Schroder Real Estate Associates. Mr. Sharp began his real estate career in 1991 as an analyst in the Investment Properties Group at CB Commercial Real Estate. Mr. Sharp graduated from Columbia University (B.A. 1990) and received his Master’s Degree in Real Estate Investment from New York University (M.S. 1991). He was formerly Chairman of the Town of Lyme Board |
| AUM | Total Equity Raised | # Full Cycle Programs | # of Liquidity Events | # of Private Placement Programs |
|---|---|---|---|---|
$1,500,000,000 | $,1,400,000,000 | 14 | Fund I (2010-2014): 14.5% IRR Net to Investors Average Fund 2 (2012-2016): 14.6% IRR Net to Investors Average Fund 3 (2014-2018): 18.2% IRR Net to Investors Average Fund 4 (2016-2021): 14.3% IRR Net to Investors Average Fund 5 (2017-2022): 16.8% IRR Net to Investors Average Fund 6 (2018-2022): 21.1% IRR Net to Investors Average Fund 7 (2019-2022): 21.2% IRR Net to Investors Average HPI Garden Park DST: 20.0% IRR Net to Investors Average HPI Wilcox DST: 14.0 % IRR Net to Investors Average HPI Crocker House DST: 14.4% IRR Net to Investors Average HPI Mill Creek DST: 14.1% IRR Net to Investors Average HPI Waterford Landing DST: 16.0% IRR Net to Investors Average HPI Villas by the Lake DST: 13.4% IRR Net to Investors Average HPI Plantation Apartments DST: 8.0% IRR Net to Investors Average WEIGHTED AVERAGE IRR FOR ALL FULL OFFERINGS SINCE INCEPTION=18.0% | 7 DSTs, All 7 Full Cycle 14 Funds, 7 Full Cycle |
| Previous DSTs |
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| Name | City | State | Tenant | Full Cycle IRR |
|---|---|---|---|---|
HPI Garden Park DST | Fayetteville | AR | Multifamily | 20% |
HPI Crocker House DST | New London | CT | Multifamily | 14.4% |
Wilcox | Middletown | CT` | Multifamily | 14.0% |
HPI Mill Creek Run | Macon | GA | Multifamily | 14.1% |
HPI Waterford Landing DST | McDonough | GA | Multifamily | 16.0% |
HPI Villas by the Lake DST | Jonesboro | GA | Multifamily | 13.4% |
HPI Plantation Apartments DST | Gulfport | MS | Multifamily | 8.0% |
