Institutional-Grade Capital Formation,
Embedded Directly into CRE Sponsors,
Operators, and Funds
Built specifically for mid-market CRE firms committed to institutional rigor—eliminate fragmented vendors, costly overhead, and outsourced fees.
Capital formation remains a costly, fragmented bottleneck, bleeding sponsors of capital and extending project timelines.
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Outsourced Brokers: High fees, zero investor control, short-term thinking
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Internal Teams: High overhead, slow build, complexity, talent drain
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Piecemeal Vendors: Multiple vendors, fragmented processes, hidden friction
With Apogee, you retain complete strategic control, reduce costs, accelerate fundraising timelines, and permanently preserve investor relationships.
01
Precision Capital Structuring for Investor Alignment
Our senior advisory team tailors share classes, waterfalls, and term sheets precisely aligned to investor expectations, before your first investor conversation.
This ensures rapid acceptance, shorter capital raise timelines, and improved investor engagement.
02
Built-in Institutional Compliance
& Digital Infrastructure
Eliminate compliance uncertainty with our embedded SOC-2 compliant technology platform, digital subscription workflows, KYC/AML screening, integrated escrow solutions, and transfer-agent capabilities.
Ensure investor confidence, streamlined regulatory adherence, and secure capital flows.
03
Strategic Distribution
Embedded Within Your Firm
Our FINRA-supervised internal distribution capacity directly engages accredited investors or complements your existing in-house teams under clearly defined agreements, significantly reducing placement costs while maintaining direct sponsor-investor relationships.
Apogee embeds these four essential pillars into your firm, creating a fully integrated capital infrastructure that transforms investor engagement and accelerates funding.
Precision Structuring
Tailored share-class designs, investor-friendly waterfalls, and market-ready terms established upfront.
Compliance Infrastructure
Built-in SOC-2 digital platform, real-time KYC/AML compliance, escrow, and seamless transfer-agent integration.
Embedded Distribution
Internal FINRA-supervised placement capability, drastically lowering costs and securing investor relationships.
Marketing & Distribution
Actionable investor analytics and behavioral insights, enabling targeted, high-efficiency capital raises.
• Licensed Distribution • Fractional Expertise • Turnkey Infrastructure • Selective Engagement
Over $2B Raised
Institutional Track Record
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$2B+ Raised for sponsors including Blackstone, JLL, and PGIM
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80+ Institutional CRE Offerings Structured
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30+ Expert Specialists (legal, compliance, structuring, capital markets)
Apogee delivers the strategic control of an internal team with the speed, infrastructure, and efficiency of a trusted partner, without the complexity or cost.
If Apogee’s embedded model aligns rationally with your capital strategy, let’s verify alignment explicitly.
1. Eligibility Check
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We partner with mid-market CRE sponsors that have a verifiable track record, clear growth thesis, and a commitment to owning investor relationships. If you’re seeking a fully outsourced placement agent, we’re not the right fit. →
2. Information Packet
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Please prepare: recent raise history, current or draft term sheets, organizational chart, investor profile breakdown, and target capital goals. These documents let us assess structuring gaps, compliance posture, and distribution needs up front.
3. Capital Readiness Diagnostic
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Once qualified, we conduct a 360° diagnostic: structuring review, compliance audit, platform fit, and distribution strategy. You receive a clear readiness scorecard and phased build plan—before any engagement agreement or fees.
Core Capabilities
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Licensed, Embedded Distribution
FINRA reps operate under your banner—hybrid fees, no loss of LP control.
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Fractional Institutional Team
Senior partners install strategy, structuring, marketing, compliance, and IR systems.
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Turnkey SOC-2 Platform
Digital subs, real-time KYC/AML, escrow, and transfer-agent ledger live Day One.
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Selective Mandate
We partner only with credible mid-market CRE sponsors committed to building permanent capital infrastructure.