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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.

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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.

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.

High Net Worth Investors

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

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.

Accredited Professionals

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
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Featured Investment

CL Access Fund

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 offers attractive, stable current income to investors.

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Start Your Journey Toward Smarter Investing

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.