Investment Management

The Davis Companies has been making value-add and opportunistic investments on behalf of its real estate funds since 2009. The funds focus on acquiring assets below their intrinsic value where the firm’s operating platform, relationships, and experience provide a competitive advantage.  Investing is concentrated in the Northeast U.S. across property types.  We can acquire properties directly or in joint venture with other operating partners or capital partners.  If you have a potential acquisition you would like to discuss, please contact us.

Investment Vehicles

Davis Investment Ventures Value Opportunity Fund I
Davis Investment Ventures Value Opportunity Fund I is a $229.5 million real estate fund that is now fully invested in real estate equity, joint-venture equity, debt, and CMBS securities. The fund closed in 2010 and has liquidated the bulk of its assets, and expects to be fully realized by year-end 2017. 

Davis Investment Ventures Fund II
Davis Investment Ventures Fund II is a $413.5 million real estate fund invested in real estate equity, joint-venture equity, debt, and CMBS securities. The fund closed in 2012 and is fully committed. 

Davis Investment Ventures Fund III
Davis Investment Ventures Fund III is a $512 million real estate fund investing in real estate equity, joint-venture equity, debt, and CMBS securities. The fund closed in 2016.