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Curated Investments

We provide direct access to private real estate, tax-efficient structures, and intelligent capital formation.

Our Approach

We seek opportunities where the risk-return profile is truly asymmetric — where the potential upside meaningfully exceeds the risk taken.
In today’s market, many private real estate investors are carrying more risk in their portfolios than they realize or ever intended. Our commitment is to source and structure investments that help restore balance, reduce unnecessary exposure, and strengthen long-term performance potential.

Put simply: we aim to deliver returns that work harder than the risk you take.

Open Deals

Now Open

CL TKVA Access Fund

The Fund will focus on lending solutions for single-tenant NNN borrowers with strong real estate collateral occupied by creditworthy tenants. The Fund provides short-term, small balance financing (previously serviced by banks) that provides attractive and stable current income to investors.

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Now Open

CL Big Sky Medical Access Fund

The Big Sky Fund III will purchase long-term leased medical assets in select southern markets, focusing on single-asset purchases. The Fund's strategy is to target mid-sized medical assets ($10M-$25M) that are too large for most 1031 buyers and too small for institutions – acquire them at higher cap rates, and aggregate to a scale that commands an institutional-level portfolio premium.

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Investing with Us

Carlton Lane is a Real Estate Private Equity company and Exempt Reporting Advisor offering direct access to vetted private real estate offerings through our diverse Sponsor and Developer relationships.  Carlton Lane’s advisors are also registered with an alternative investment Broker Dealer offering a suite of  tax advantaged products in the private markets.  These solutions can help 1031 investors through a vast array of passive DSTs and qualified opportunity zone funds, as well as Roth conversion vehicles and bonus depreciation investments.  

We provide accredited investors with access to institutional-quality private real estate investments delivered with family-office-grade due diligence, fiduciary alignment, and transparent reporting.

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Invest With carlton Lane Capital

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Please complete the form below to receive more information. You will receive a call from our team to address any questions you may have and to assist you in taking the appropriate next steps. 

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.