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Horter Investment Management
Horter Investment Management operates from Cincinnati, Ohio, with a product shelf built around curated real estate investment offerings.
Horter Investment Management
Horter Investment Management operates from Cincinnati, Ohio, with a product shelf built around curated real estate investment offerings. The firm historically structures direct participation programs — including Delaware Statutory Trusts and tenant-in-common arrangements — aimed at individual accredited investors seeking 1031 exchange solutions or yield-oriented private placements. Drew Horter founded the firm to bridge a gap he perceived between high-minimum institutional real estate funds and the fragmented individual investor market. Public records and industry filings indicate Horter's primary focus has been on single-asset real estate syndications spanning multifamily, self-storage, and net-lease retail properties. The firm's investment approach emphasizes income-producing commercial real estate with a tilt toward necessity-based asset classes. Horter has also been associated with private credit offerings, including real estate-backed bridge lending and mezzanine debt programs marketed through independent broker-dealers. Specific named investments and precise geographic concentrations are not publicly catalogued by the firm in a centralized disclosure, reflecting a broader opacity common among loosely regulated syndicators operating under Regulation D exemptions. The firm's scale remains opaque. Horter does not publicly report aggregate assets under management, and regulatory filings through the SEC's EDGAR system do not produce a consistent or comprehensive AUM figure for the entity. The operational structure centralizes under Drew Horter's leadership, with an investment committee responsible for deal sourcing and underwriting. Philanthropic structures, adjacent vehicles, or external club memberships have not been publicly disclosed by the firm. In recent years, the independent broker-dealer channel through which Horter historically distributed its offerings has faced increased regulatory scrutiny broadly, affecting similar real estate syndicators. Horter's structural differentiator rests on its distribution architecture rather than a unique sourcing advantage. Unlike institutional real estate managers that raise blind-pool capital to deploy across a portfolio, Horter historically syndicated prespecified, single-property deals through a network of financial advisors. That model aligns raising to specific assets but concentrates investor outcomes in discrete properties — a fragility that blind-pool diversification would otherwise mitigate. The firm's continued operation as a boutique syndicator, without publicly announcing a multi-cycle institutional fund series, marks its posture as a facilitator of access rather than a portfolio-construction engine.
General information
Firm type
Asset Manager
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Cincinnati
Corporate office
Cincinnati, OH, United States
Principals
Drew Horter
Founder, President
Sector focus
Frequently asked questions
Who runs investment decisions at Horter Investment Management?
Drew Horter, the firm's founder and president, leads investment decisions. Publicly available corporate records and regulatory filings consistently identify Horter as the primary executive officer. The firm has disclosed the existence of an internal investment committee responsible for deal evaluation, though individual committee members are not widely named in public materials.
How does Horter Investment Management source its real estate deals?
The firm has not publicly disclosed a proprietary sourcing methodology. Industry practice for syndicators of Horter's profile typically involves a combination of broker relationships, developer partnerships, and off-market negotiations for single-asset properties. Horter's geographic concentration in the Midwest and Southeast US, inferred from the location of known past offerings, suggests a regionally grounded sourcing network.
Does Horter operate as a fund manager or a deal-by-deal syndicator?
Horter has historically operated on a deal-by-deal syndication basis, structuring discrete offerings for individual properties rather than managing comingled blind-pool funds. These offerings, structured as Delaware Statutory Trusts or other direct participation vehicles, are preidentified before capital is raised — a hallmark of the syndication model. No multi-cycle discretionary fund series has been announced by the firm.
What property types does Horter typically invest in?
Publicly identified offerings indicate a focus on income-producing commercial real estate such as multifamily apartments, self-storage facilities, and net-lease retail properties. These asset classes fall broadly into the 'necessity-based' real estate category, where tenant demand is driven by demographic or behavioral fundamentals rather than discretionary consumer spending. The firm has also been associated with private credit offerings secured by similar property types.
Is Horter Investment Management a registered investment adviser?
Horter Investment Management has appeared on the SEC's Investment Adviser Public Disclosure database under a previously registered entity, though the firm's primary securities offerings have been structured through Regulation D private placements distributed via independent broker-dealers. The regulatory posture — operating at the intersection of a real estate syndicator and a private fund manager — means both registered and exempt activities may apply depending on the specific vehicle and period.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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