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Carlton Lane exists to bring family office–level sophistication to investors who deserve more than generic advice.
We provide institutional-quality due diligence, curated private real estate opportunities, and the kind of transparency and alignment that’s rare in this space. We help you invest like a family office — without building one.
Please complete the form below to receive more information. Discover how Carlton Lane can help you structure your capital with clarity, purpose, and peace of mind. Please complete the form below. You will receive a call from our team to address any questions you may have.
You qualify as an Accredited Investor if, for individuals, you have an annual income of over $200,000 (or $300,000 jointly) or a net worth of over $1 million (excluding your primary residence). Or by being an institution with over $5 million in assets.
Investment portal
The Carlton Lane investment portal offers private access to our “deal rooms” as well as offering existing investors real-time updates on their investments, including distribution history, investor updates, and tax forms. Click on the button below to register for access to the portal.