Private Equity
Equity capital and co-investment for commercial real estate
Helvetica Group invests equity alongside sponsors, operators, and principals in commercial real estate opportunities that fall outside the conventional financing box. Our private equity practice focuses on situations where experience, speed, and creative structuring create value — from ground-up construction to distressed repositioning.
Every investment is underwritten with the same discipline we apply to our lending platform — market fundamentals, sponsor quality, downside protection, and a clear path to liquidity.
Types of Investments
We deploy equity across a broad range of strategies and asset types, including:
Construction
Ground-up development and construction equity for projects that banks won't touch — from entitlement through stabilization.
Value Add
Underperforming or transitional assets where repositioning, lease-up, or capital improvements can unlock significant upside.
NNN
Single-tenant net leased properties with credit tenants and long-term leases — stable, income-focused investments.
Foreclosures
Capital for foreclosure acquisitions and foreclosure bailouts, where timing and certainty are everything.
Fix & Flip
Acquisition and renovation equity for residential and mixed-use flip projects with experienced operators.
Rentals
Multifamily and single-family rental portfolios, from individual assets to aggregated portfolio acquisitions.
Distressed
Distressed asset repositioning — low occupancy, deferred maintenance, and special situations requiring creative capital.
Loan Acquisitions
Purchase of performing and non-performing notes, discounted payoffs, and debt positions secured by real estate.
Bank REO
Acquisitions of real-estate-owned properties and portfolios from bank dispositions, often at a basis advantage.
Deal Highlights
A selection of recent equity investments and transactions.
Former Ed White Hospital — Adaptive Reuse Acquisition
Off-market acquisition of a closed 6-story, 121,952 SF hospital in St. Petersburg's Kenwood neighborhood at a basis significantly below replacement cost — positioned for adaptive reuse into 92 multifamily units.
Evanston Lakefront REO Pool — Bank Disposition
Negotiated acquisition of five contiguous, multi-family zoned parcels on Lake Michigan frontage directly from an Illinois regional bank — 16 income-producing units at 80% occupancy, leased up and sold as an assembled lakefront portfolio.
Cardiff Ocean-View Residential Development
Preferred equity sponsorship of a three-parcel estate assemblage in Cardiff-by-the-Sea — approved for five new ocean-view residences totaling 11,597 SF, delivered shovel-ready at the grading permit and sold to a local contractor to execute construction.
Why Helvetica Private Equity
Our equity practice is backed by the same platform that powers our lending business:
- Direct access to private equity capital — not a fund of intermediaries
- Deep underwriting and lending expertise across asset classes
- Speed and certainty in time-sensitive situations
- Hands-on, partner-level involvement in every investment
We don't just write checks — we partner in the outcome.
Explore Investment Opportunities
Whether you have an opportunity that needs equity or are seeking to co-invest alongside us, connect with our investments team.