Dovetail Investment Group

Founder and CEO Coburn Sheppick leads the firm. Dovetail's model relies on its operator network to source and manage deals, while Dovetail oversees vetting, due diligence, and structuring. Investment decisions appear centralized under Sheppick's leadership, with the firm committing its own principal to every opportunity.

Dovetail functions primarily as a co-investment syndicator. The firm sources individual commercial real estate opportunities through operating partners and offers access via single-asset joint ventures, rather than pooling investor capital into blind-pool commingled funds. It invests its own capital alongside outside investors on a deal-by-deal basis, using tax-efficient structures.

Commercial real estate is the primary focus. The firm's website also lists private equity, venture capital, and fixed-income alternatives as part of its investment focus, though no specific portfolio companies or non-real-estate positions are named publicly. The core competency remains direct real estate syndication alongside established operating partners.

The process follows four stages: vetting institutional-quality opportunities with operating partners, executing due diligence, inviting qualified investors in the consortium to review the direct opportunity, and then managing the investment including payouts and performance tracking. Access is gated — investors must join Dovetail's investor group to view current offerings.

The firm's public materials do not address international investor eligibility or cross-border structures. Its operational footprint and headquarters are in Phoenix, Arizona, with a focus on U.S. commercial real estate. Non-U.S. investors should confirm eligibility and tax-structuring options directly with the firm.