Brookwood Investment Group

Overview

Brookwood Investment Group is a private investment firm specializing in real estate and private equity investments across the United States. The firm focuses on acquiring and managing commercial properties and operating businesses, employing a contrarian, cycle-agnostic investment philosophy to generate long-term value across diverse market environments. Their portfolio includes over 200 commercial properties and eight operating businesses, demonstrating their expertise in identifying and capitalizing on unique investment opportunities. The firm's investment strategy is characterized by a disciplined, flexible approach that enables them to deliver value through all market cycles. They have invested $1.9 billion in equity to acquire more than 200 commercial properties, eight operating businesses, and over 400 gas stations and convenience stores. Notably, Brookwood was among the few investment firms to strategically sell its legacy real estate portfolio during the historic pricing run-up preceding the 2008–2009 Great Recession. In 2015, they expanded their strategy to include the acquisition and operation of gas stations and convenience stores, leading to the creation of Yesway, now the 15th largest operator in the country. Brookwood's vertically integrated model ensures alignment and value creation from acquisition through exit. Their approach is grounded in extensive research, risk management, and long-term thinking, designed to contribute to evolving client needs across every life stage. They emphasize a client-first approach rooted in trust, aiming to understand clients' needs, values, and long-term vision to help create a smarter, simpler financial path forward.