Investing With Us

Our Approach

We unlock institutional-quality real estate deals normally out of reach. Every deal is underwritten with rigor and monitored with precision. You’ll always know what you own, why you own it, and how it’s performing.

Our mission is simple: to empower accredited investors with the same level of transparency, discipline, and verification that the largest family offices and institutions demand—so you can invest in private real estate with clarity and confidence.

Interested?

Graduate to a new level of investing.

Meet The Carlton Lane Investor

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.

Entrepreneurial Families

We serve as your dedicated investment team, providing:

Reinvest proceeds tax-efficiently after a liquidity event.
Diversify across real estate, public, and private markets.
Structure investments for generational continuity.
Access curated, professionally managed opportunities.

High Net Worth Investors

Carlton Lane extends your reach with an institutional framework and independent verification, offering:

Deep due diligence and post-acquisition asset management
Portfolio diversification across operators and geographies
Comprehensive reporting and ongoing investor relations
Independence and alignment through sponsor co-investment

Accredited Professionals

Carlton Lane helps you build intentional wealth with:

Access to private real estate and niche alternative strategies
Turnkey diligence, management, and tax reporting
Customized structures that maximize after-tax income
Transparency and alignment at every stage

What We Offer

Our curated offerings include:

Income-producing assets, 1031 exchange DSTs, private credit, and private REITs
Ground-up development and value-add opportunities
Healthcare and specialty real estate assets
Tax-advantaged structures, including DSTs, Qualified Opportunity Zones, Roth Conversion developments, Bonus Depreciation projects, and Oil and Gas investments

Each opportunity is independently underwritten, stress-tested, and aligned with investors' long-term objectives.

offering focus

Featured Investment

Instance 1

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 offers short-term, small-balance financing (previously serviced by banks), providing attractive and stable current income to investors.

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All Deals