With expertise in alternative investment strategies, Sortis gets ahead of emerging trends to create value for our clients.

Our Capabilities

Real Estate

We have an uncanny ability to read the markets, anticipate emerging and enduring trends, and direct our investments to unique projects positioned to generate excellent risk-adjusted yields. Our track record reflects our expertise across a broad range of asset classes — office, retail, multi-family, hospitality, assisted living — and our ability to bridge economic cycles while mitigating risk.

Sortis manages the Sortis Opportunity Zone Fund, a $100 million real estate opportunity fund. Sortis acts as a direct developer through its affiliates and as a capital allocator.

Lending

Sortis provides a superior customer experience with a variety of technology-enabled real estate lending products.

Sortis manages the Sortis Income Fund, a $100 million un-leveraged real estate lending fund focused on creating high yielding fixed income returns that are backed by first liens on various classes of real estate.
To learn more about Sortis Income Fund, send us a note. To learn more about our lending services get in touch.

Private Equity

Sortis offers expanded alternate investment opportunities through a private equity platform. The $20 million Sortis Growth Venture Fund is a highly differentiated investment platform dedicated to accelerating emerging consumer brands. The fund is a hybrid of venture and private equity that also can provide growth debt. Led by an expert fund manager and an experienced team of operators and advisors, Sortis propels young companies towards exponential growth with resources and capital.

Advisory

Leveraging our companywide expertise, we offer advisory services through our Sortis Capital affiliate. We specialize in debt and equity capital placement, strategic capital advisory, and distressed situations for lower middle market companies, with an emphasis on financial services and technology sectors. Our experienced team has executed more than $10 billion in total advisory transactions. Learn more at Sortis Capital, or get in touch.

Our Values

CLIENT FOCUS

We forge strong, enduring relationships with our clients and partners. In pursuing our shared vision, we are accessible and attuned to your needs.

At Sortis, we embrace five distinct values in delivering superior client experiences and generating desired results.

HARD WORK

We invest significant time, attention and expertise into each relationship, making every effort to promote the best possible outcomes.

INTEGRITY

Our reputation is built on fair and responsible business practices. We are committed to upholding the highest standards of conduct with our clients and partners.

CREATIVITY

Unique situations require inventive solutions. For greater customization and return potential, we inject creativity through exceptional ideas, actionable strategies and innovative tools.

SUSTAINABILITY

We conduct our business in a socially, environmentally and economically responsible and ethical manner, being respectful of the communities in which we work.