Portfolio

At its core, Investcorp is a global mid-market specialist.

Our corporate investment business has over 30 years of investing in mid-market companies across North America, Europe and the MENA region. With more than $36 billion in transaction value, our past and present portfolios include more than 150 investments across a range a sectors, including retail and consumer products, technology, business services and industrials.  

Our real estate team focuses on mid-market core and core-plus investment opportunities throughout the US. Our real estate portfolio ranges across existing office, retail, industrial, multifamily and hospitality properties located primarily in the main 30 US metropolitan areas. Our annual transaction volume is approximately $1 billion per year.

Real estate


  • 2015 Residential Portfolio

    2015 Residential Portfolio

    A portfolio of four multi-family and residential properties in the metropolitan areas of Washington D.C., Orlando, San Diego and Baltimore...

    2015 Residential Portfolio

    2015 Residential Portfolio is comprised of four multi-family, residential properties totaling more than 2.1 million sq ft with approximately 1,900 units based in Washington D.C., Orlando, San Diego and Baltimore.

    • Arcadian: This garden style townhome property is located in Montgomery County and part of the Washington, D.C. metropolitan area. The acquisition of Arcadian follows Investcorp’s November 2014 acquisition of Canal Center, a 540,000 square foot Class A office complex in nearby Alexandria, VA.
    • Orion on Orpington: a 624 unit, student housing property located close to University of Central Florida
    • Waterleaf Apartment Complex: a 456 unit, multi-family apartment located in Vista, California
    • Fairways at Towson: a 15 story high rise building and 35 three-story garden style building located in Baltimore, Maryland
  • Canal Center

    Canal Center

    A building complex consisting of four class A office buildings located in Virginia

    Canal Center

    Canal Center consists of four class A office buildings totaling 540,000 sq.ft. Canal Center is located on the banks of Potomac River in Alexandria, Virginia, minutes from downtown Washington D.C.

  • Houston Multi-Family Portfolio

    Houston Multi-Family Portfolio

    The three asset portfolio comprises of 622 units in three different North Houston locations

    Houston Multi-Family Portfolio

    The three asset portfolio comprises of 622 units in three different North Houston locations with strong growth drivers.  The three properties are situated in well-populated areas with high quality public schools and a variety of employment drivers. 

    • Cottages of Cypresswood, Spring, Texas: 136 Units
    • Green Tree Place, Houston, Texas: 212 Units
    • Westborough Crossing, Katy, Texas: 274 Units
  • 2014 Diversified Properties Portfolio

    2014 Diversified Properties Portfolio

    A portfolio of commercial and residential properties in Dallas, TX and South Florida

    2014 Diversified Properties Portfolio

    The 2014 Diversified Properties Portfolio consists of over 500,000 sq. ft. of commercial and residential properties in Dallas, TX and South Florida.

    • Uptown Office Portfolio (3400 Carlisle Street & 2811 McKinney Avenue), Dallas, Texas: These two properties are located within the attractive Uptown submarket of Dallas, which features the strongest amenity base of any submarket in the region, with a multitude of retailers and restaurants as well as approximately 10,000 apartment units. The Uptown Office Portfolio enjoys close proximity to some of the most affluent residential neighborhoods in the state of Texas and is strategically located near a number of major transportation outlets.
    • One Allen Center, Allen, Texas: This Class A office building was constructed in 2007 and is located in one of the fastest growing areas in the Dallas-Fort Worth Metropolitan Area. The building comprises more than 150,000 sq. ft. and features a 254-space structured parking garage. In addition, the property is adjacent to a 1.5 million sq. ft. open air retail center, one of the largest school systems in the area and a variety of high quality housing developments.
    • San Remo, Coral Springs, Florida: Built in the mid-1990s, this garden style, for-rent townhome community includes 180 units and is located in densely populated Broward County. The property is situated in a strong school district, less than three miles away from major retail centers and in close proximity to significant employment centers in South Florida. San Remo is comprised of 14 three-story apartment buildings with attached garages on an 11.9 acre site that includes a range of amenities, including a pool, clubhouse, fitness center and 24-hour electronic gated entrances.
  • Southeast Multi-Family Properties Portfolio

    Southeast Multi-Family Properties Portfolio

    Comprised of four multi-family, residential properties based in Florida

    Southeast Multi-Family Properties Portfolio

    The Southeast Multi-family Properties Portfolio is comprised of four multi-family, residential properties containing approximately 1,150 units based in Florida and Charlotte, North Carolina.

    Arium Bay Pointe: a 368 unit, garden style apartment located in Tampa, Florida

    Arium Citrus Park: a 247 unit, garden style apartment located in Tampa, Florida

    Arium Bala Sands: a 298 unit, garden style apartment located in Orlando, Florida

    Arium Pineville: a 240 unit, garden style apartment located in Charlotte, North Carolina

  • 2013 Residential Properties Portfolio

    2013 Residential Properties Portfolio

    A portfolio of residential properties in the greater metropolitan areas of Chicago, Austin and Las Vegas

    2013 Residential Properties Portfolio

    2013 Residential Properties Portfolio consists of approximately 3,000 residential units in the greater metropolitan areas of Chicago, Austin and Las Vegas.

    • University Village & University Estates: two student housing communities with a combined total of 846 units/2,700 beds located in the Riverside submarket, near Austin's Central Business District.
    • Eagle Crest Apartments: a 624-unit residential community in Las Vegas, NV.
    • Chicago Multi-Family Portfolio: three multi-family residential communities consisting of 1,514 units and located in three densely populated suburban Chicago, IL markets.
  • 2013 Commercial Properties Portfolio

    2013 Commercial Properties Portfolio

    A group of office and retail properties in the greater Chicago, Los Angeles, Minneapolis and New York areas

    2013 Commercial Properties Portfolio

    • 1603 & 1629 Orrington: 339,000 sq. ft., two-building office complex located in Chicago's northern suburbs (Evanston, IL).
    • Mountaingate Plaza: 246,326 sq. ft., multi-tenant grocery and drugstore anchored retail center with a connecting medical office facility in Simi Valley, CA.
    • Oracle & International Centre: 622,000 sq. ft., two Class A-/B+ office towers in the heart of Minneapolis's central business district.
    • Long Island Office Portfolio New York: 374,000 sq. ft., three-office portfolio located in Long Island, NY (Garden City, Mineola and Rockville Centre).
  • 2013 Office Properties Portfolio II

    2013 Office Properties Portfolio II

    A portfolio of five office buildings located in three different markets in the US

    2013 Office Properties Portfolio II

    2013 Office Properties Portfolio II consists of five office buildings located in three different markets in the US.

    • Tysons Commerce Center: a 181,542 sq. ft., office building located in Tysons Corner, Virginia (Washington, DC MSA).
    • Westmoor Place: three office buildings totaling 428,029 sq. ft., located in Denver, Colorado.
    • One Westchase Center: a 466,137 sq. ft. multi-tenant, class A office building located in Houston, Texas.
  • Investcorp Real Estate Credit Fund III

    Investcorp Real Estate Credit Fund III

    A fund consisting of subordinate debt positions secured by commercial real estate assets

    Investcorp Real Estate Credit Fund III

    IRECF III completed its first closing in May 2012 and commenced investing in July 2012. The fund consists of subordinate debt positions secured by commercial real estate assets. The fund target investments of $10 million to $30 million with terms ranging from two to five years, and a maximum loan-to-value (LTV) of 80%. The current portfolio includes:

    • Paramount Hotel: $30 million mezzanine loan investment secured by a 598-key full-service hotel in New York City. The loan was co-originated in July 2012.
    • Guaranty Bank Building: $11.5 million mezzanine loan investment secured by a 220,000 square foot CBD office building in Denver, Colorado. The loan was co-originated in March 2013.
    • Steelyard Commons: $6.0 million mezzanine loan investment secured by a 264,000 square foot retail center in Cleveland, Ohio. The loan was co-originated in April 2013.
  • 2013 Office Properties Portfolio

    2013 Office Properties Portfolio

    A portfolio of 16 office and medical properties in Texas and Illinois

    2013 Office Properties Portfolio

    The 2013 Office Properties Portfolio is a diversified real estate investment portfolio of 16 properties within two distinct office portfolios:

    • Pin Oak Park Portfolio: comprising five office and medical buildings totaling 504,721 sq. ft. located in Houston, TX.
    • Oak Creek Center Portfolio: comprising nine single-story and two multi-story office buildings totaling 427,161 sq. ft. located in Lombard, IL.
  • Texas Apartment Portfolio II

    Texas Apartment Portfolio II

    A portfolio of five apartment properties in Texas

    Texas Apartment Portfolio II

    The Texas Apartment Portfolio II is a portfolio of five apartment properties located in Texas.

    • An apartment community of 414 units set within a 538-acre mixed use community in Houston, Texas.
    • A 300-unit garden apartment complex in Houston, Texas.
    • A community of 714 garden-style apartment units across 45 two and three story buildings in Houston, Texas.
    • A 336-unit garden-style apartment complex in Austin, Texas.
    • A community of 168-unit garden-style apartment community in Dallas, Texas.
  • 2012 Office Properties Portfolio

    2012 Office Properties Portfolio

    A diverse office portfolio in North Carolina, Texas and Colorado

    2012 Office Properties Portfolio

    The 2012 Office Properties Portfolio comprises equity interests in two office buildings and a mezzanine loan secured by two office buildings:

    • Duke Bridges III: a 160,263 sq. ft., multi-tenant office building located in Frisco, Texas (Dallas-Fort Worth MSA).
    • Keystone Office Park: three multi-tenant office buildings, totaling 285,874 sq. ft., located in Raleigh/Durham, North Carolina.
    • Broadreach Portfolio Mezzanine Loan: a Mezzanine Loan collateralized by two office buildings located in Denver, Colorado, totaling 467,000 sq. ft.
  • Texas Apartment Portfolio

    Texas Apartment Portfolio

    A portfolio of five apartment properties in Texas

    Texas Apartment Portfolio

    The Texas Apartment Portfolio comprises five major-market properties:

    • Sheffield Square: a 400 unit "for rent" apartment community located in Grand Prairie, Texas (Dallas-Fort Worth MSA).
    • Copperfield Portfolio: four "for rent" apartment communities, totalling 1,076 units, located in Houston, Texas, comprised of four adjacent properties (Copperfield: 196 units, Coventry Square: 270 units; Easton Village: 146 units; Peppermill Place: 464 units).
  • Northern California Portfolio

    Northern California Portfolio

    A portfolio of office, industrial and retail properties in the San Francisco Bay area

    Northern California Portfolio

    The Northern California Portfolio is a 14-building, 840,637 sq. ft. portfolio comprising office, industrial and retail properties located in the San Francisco Bay area.

    • Nine office buildings (516,061 sq. ft., 61.4% of the portfolio).
    • One industrial building (185,841 sq. ft., 22.0% of the portfolio).
    • Three office/ industrial buildings (121,497 sq. ft., 14.5% of the portfolio).
    • One retail property (17,238 sq. ft., 2.1% of the portfolio).
  • US Diversified Properties X Portfolio

    US Diversified Properties X Portfolio

    A portfolio of office, residential and medical properties in California, Georgia and Florida

    US Diversified Properties X Portfolio

    The US Diversified Properties X Portfolio is comprised of equity investments in three distinct, high-quality properties in the US real estate market.

    • Park Tower, a newly renovated 119,287 sq. ft. Class A office building located in Long Beach, California.
    • The Ashford, a 221 unit garden and townhouse style apartment community located in the prestigious Central Perimeter area of Atlanta, Geogia. (Sold December 2013).
    • Bethesda Health City, a 133,473 sq. ft. single story medical office building situated on a 40-acre campus in Boynton Beach, Florida. (Sold September 2013).
  • US Diversified Properties IX Portfolio

    US Diversified Properties IX Portfolio

    A medical complex in Oakland and a Marriott hotel in Manhattan Beach, both in California

    US Diversified Properties IX Portfolio

    The US Diversified Properties IX Portfolio consists of two equity investments in California: a medical complex in Oakland and a Marriott hotel in Manhattan Beach:

    • Broadway-Webster Medical Plaza is a 98,600 sq. ft. medical office facility located in the East Bay area in Oakland, CA, which is known for its high concentration of major hospital and medical facilities. The medical official building currently houses 46 tenants including specialists in surgery, dentistry, oncology and orthopedics.
    • Residence Inn Manhattan Beach is a 176-room Marriott-branded extended-stay hotel located in Manhattan Beach, CA. The hotel is ideally situated one mile from the beach and five miles from Los Angeles International Airport.
  • US Commercial Properties VI Portfolio

    US Commercial Properties VI Portfolio

    A combination of mixed-use and retail properties in New Jersey, Florida and Texas

    US Commercial Properties VI Portfolio

    The US Commercial Properties VI Portfolio consists of three separate equity investments:

    • Princeton Forrestal Village, a 549,328 sq. ft. mixed-use office and retail center located in Princeton, NJ.
    • Coral Palm Plaza, a 135,672 sq. ft. retail center located in Coral Springs, FL.
    • Shops at Tech Ridge, a 332,845 sq. ft. retail power center located in Austin, TX.
  • Investcorp Real Estate Credit Fund I

    Investcorp Real Estate Credit Fund I

    Six mortgage and mezzanine loan investments secured by 18 income-producing properties

    Investcorp Real Estate Credit Fund I

    Credit Fund I consists of six mortgage and mezzanine loan investments secured by 18 income-producing properties.

    As of June 2012, all but one of the investments had been successfully exited. The remaining asset is the US Hotel Loan Portfolio.

    • US Hotel Loan Portfolio investment comprises two mezzanine loans secured by nine hotels totaling 2,262 rooms and situated in nine diverse markets, and two mezzanine loans secured by a 388 room Houston hotel.

    Sold/repaid:

    • Washington, DC Office Loan (sold June 2010), a senior mortgage loan secured by a 606,000 sq. ft. office building in Washington, DC.
    • Los Angeles Office Loan investment (sold February 2011), a mezzanine loan secured by a 390,000 sq. ft. office building in Los Angeles, CA.
    • NYC Office Loan investment (sold March 2011), a mezzanine loan secured by a 1.2 million sq. ft. office building in Manhattan.
    • NYC Hotel Loan Portfolio investment (sold April 2011), four mezzanine loans secured by a total of 669 rooms in two hotels on 8th Avenue in Manhattan.
    • NYC Self-Storage Loan Portfolio investment (repaid June 2012), a subordinated mortgage loan secured by four self-storage properties, totaling 305,000 sq. ft., in New York, NY.
  • Best Western President Hotel

    Best Western President Hotel

    A limited service mid-market hotel located in the Times Square submarket of Manhattan, New York

    Best Western President Hotel

    The Best Western Hotel was acquired in February 2009. This 334-room limited-service, mid-market hotel is located in the Times Square submarket of Manhattan, New York.

  • US Hotel Portfolio

    US Hotel Portfolio

    A portfolio of nine hotels in Illinois, Texas, Oklahoma, Florida and Virginia

    US Hotel Portfolio

    The US Hotel Portfolio was initiated and placed with investors in 2007. The portfolio consists of a nine full-service hotels located in metropolitan markets in Illinois, Texas, Oklahoma, Florida and Virginia. The portfolio's hotels collectively encompass over 1.8 million sq. ft. and 2,828 rooms.

    • Springfield Crowne Plaza, Springfield, IL. (Sold February 2013).
    • Holiday Inn Express, Springfield, IL (Sold February 2013).
    • Marriott Schaumburg, Schaumburg, IL.
    • The Westin Dallas DFW, Irving, TX.
    • Doubletree at Warren Place, Tulsa, OK.
    • Marriott Waterford, Oklahoma City, OK.
    • Holiday Inn Select, Orlando, FL. (Sold June 2013).
    • Marriott Palm Beach, Palm Beach Gardens, FL.
    • Marriott Waterside Norfolk, Norfolk, VA. (Sold February 2012).
  • US Diversified Properties VII Portfolio

    US Diversified Properties VII Portfolio

    A portfolio of four assets in Connecticut, Pennsylvania and Wisconsin

    US Diversified Properties VII Portfolio

    The US Diversified Properties VII Portfolio was initiated and placed with investors in 2007. The portfolio consists of a mixed-use property located in Monroeville, PA, a hotel located in Milwaukee, WI and two industrial properties located in Cheshire and North Haven, CT.

    • Penn Center East, Monroeville, PA.
    • Milwaukee Residence Inn, Milwaukee, WI. (Sold September 2014)
    • Cheshire Distribution Center, Cheshire, CT.
    • North Haven Distribution Center, North Haven, CT.
  • US Diversified Properties VI Portfolio

    US Diversified Properties VI Portfolio

    A portfolio of two investments in Illinois and Florida and a percentage interest in a portfolio of retail properties in Texas

    US Diversified Properties VI Portfolio

    The US Diversified Properties VI Portfolio was initiated and placed with investors in 2006. The portfolio consists of a full-service hotel located in Chicago, Illinois, a regional mall located in Cutler Bay, Florida and a percentage interest in a portfolio of retail strip center properties located in Texas (see the US Retail Properties IV Portfolio).

    • Four Points by Sheraton, Schiller Park, IL. (Sold March 2012).
    • Southland Mall, Cutler Bay, FL.
  • US Opportunity III Portfolio

    US Opportunity III Portfolio

    Two condominium hotel developments in New York and New Jersey

    US Opportunity III Portfolio

    The US Opportunity III Portfolio was initiated and placed with investors in 2006. The portfolio consists of an existing rental apartment community located on the Hudson River waterfront overlooking Manhattan that has been converted into for-sale condominiums; and a new condominium project located in a gentrifying neighborhood in Brooklyn, New York.

    • Holiday Isle, Islamorada, FL. (Sold March 2009).
    • Residences at CityPlace, Edgewater, NJ.
    • 125 North 10th Street, Brooklyn, NY. (Sold May 2011).
  • US Retail Properties III Portfolio

    US Retail Properties III Portfolio

    A portfolio of eight retail shopping centers in Cincinnati and Columbus, Ohio, and Fort Wayne, Indiana

    US Retail Properties III Portfolio

    The US Retail Properties III Portfolio was initiated and placed with investors in mid 2006. The portfolio consists of eight retail shopping centers, seven of which are located in the Cincinnati and Columbus, OH, metropolitan areas and one of which is located in Fort Wayne, Indiana.

    • Tuttle Crossing, Dublin, OH.
    • Coldwater Crossing, Fort Wayne, IN.
    • Tri-County, Cincinnati, OH.
    • Western Hills, Cincinnati, OH.
    • Taylor Square, Reynoldsburg, OH.
    • Governor's Plaza, Cincinnati, OH.
    • King's Mall, Cincinnati, OH.
    • Montgomery Crossing, Cincinnati, OH.