Summit Equity Investments

Overview

Summit Equity Investments is a second-generation, family-owned multifamily real estate investment firm based in Los Angeles, California. The firm specializes in acquiring, managing, improving, and selling properties in U.S. secondary markets. Their value-driven investment strategy has been honed by the principals’ family for more than five decades. The firm's investment approach focuses on value-add opportunities in apartment communities ranging from 50 to over 200 units. They target 'B' class properties priced between $10 million and $100 million in strong secondary markets across the United States. Their strategy involves identifying properties that can be enhanced through rehabilitation, repositioning, and professional management to generate attractive risk-adjusted returns. Summit Equity Investments has a diverse portfolio of multifamily properties in various U.S. secondary markets. Their experienced acquisition team evaluates a variety of apartment community characteristics and market factors to identify properties suitable for their value-add strategy. The goal is to generate value through rehabilitation and repositioning strategies, along with proven management and lease-up strategies. The firm's leadership team includes Co-CEOs Michael Thom and Ryan Lynch, President Joe Rosen, Chief Investment Officer John Lustgarten, Director of Acquisitions Eric Mertlbauer, Director of Asset Management Christina De La Torre, Vice President of Investor Relations Lavarr Barnett, Senior Operations Manager Kristi Lacey, and Operations Manager Sarah Hankins-Williamson. Summit Equity Investments' portfolio includes properties such as The Point Hilliard in Hilliard, OH; The Marq in Lafayette, IN; Mezz 42 in Carmel, IN; Pinnacle on Meridian in Indianapolis, IN; Mozzo in Indianapolis, IN; Tindall in Charlotte, NC; The Win in Indianapolis, IN; and Cottages of Sanders Glen in Westfield, IN. The firm's investment decisions are driven by a proven strategy honed over more than 50 years in the multifamily real estate space. They strive to identify acquisition opportunities that can be enhanced through their thoughtful value-add methodology, leveraging professional management along with lease-up, rehabilitation, and repositioning strategies to generate exceptional opportunities for investors.

Investment Focus

• 50 to 200+ unit apartment communities
• Located in strong secondary markets in the U.S.
• Priced between $10 million and $100 million
• Class 'B' properties suitable for value-add strategies

Portfolio Companies