Investment Offerings

Invest Across the
Capital Stack

Four structured offerings — from fixed-income debt to private equity — all built on a vertically integrated real estate platform. You don't just invest in a deal. You invest in the company that sources, builds, manages, and exits the asset.

10–23%
Target Returns
100%
On-Time Payments
$25M+
Total Offerings
17+
Years Experience

Vertically Integrated.
From Dirt to Distribution.

Most investment platforms connect your capital to third-party sponsors. Fort + Home is the sponsor, the lender, the builder, and the manager — eliminating the friction and misalignment that erodes returns at every handoff.

I
Capital
Source and structure debt and equity through Fort Lending Debt Fund and direct offerings.
Fort + Home Capital
II
Development
Acquire, entitle, and develop sites across the Rocky Mountain region.
Fort + Home Dev
III
Manufacturing
Produce modular housing via SIP technology — controlling cost, timeline, and quality.
Fôrt Hōmes
IV
Management
Operate and manage assets through construction, stabilization, and exit.
Fort Asset Mgmt
Traditional Platform Model
  • Capital flows to third-party sponsors
  • No control over construction or operations
  • Sponsor-platform interests can diverge
  • Margin captured by intermediaries
  • Limited visibility after investment
Fort + Home Model
  • Capital deployed into assets we control
  • In-house construction and manufacturing
  • Full alignment — we are GP and operator
  • Developer's spread captured internally
  • Transparent reporting via investor portal

Four Offerings.
One Integrated Platform.

Position your capital across the risk-return spectrum — from senior-secured debt with monthly income to equity with institutional-level IRR targets.

Debt — Fixed Income
506(c) · Verified Accredited
Stream Series 10
Debt Fund Allocation · Fort Lending Debt Fund, LLC

Fixed-income allocation backed by real estate-secured loans. Monthly distributions, predictable returns, and a conservative capital structure with ≤75% LTV underwriting across all positions.

10%
Fixed Return
Monthly
Distributions
$50K
Minimum
View Details →
506(c) · Verified Accredited
Fort Homes Income Note
Debt Fund Allocation · Fort Lending Debt Fund, LLC

Higher-yield fixed income secured by first-lien collateral on manufacturing facility and equipment. DSCR coverage of 4.4–8.9x provides a significant margin of safety above debt service requirements.

12%
Fixed Return
Monthly
Distributions
$50K
Minimum
View Details →
Equity — Appreciation + Tax Advantages
506(b) · Pre-Existing Relationship
The Hotel Melrose
Direct Equity · Hotel Melrose, LLC

Stabilized, 16-key boutique hotel in downtown Grand Junction, CO. Investors enter after renovation risk with a conservative capital structure, quarterly distributions, and K-1 pass-through depreciation benefits.

Equity
Structure
5 Yr
Hold Period
$15K
Minimum
Learn More →
506(b) · Pre-Existing Relationship
Fort Impact Fund
Private Equity Fund · Fort Impact Fund, LLC

PE-style fund deploying capital across Rocky Mountain attainable housing through vertically integrated development. Controls both the manufacturing pipeline and development lifecycle to capture the full developer's spread.

PE Fund
Structure
10 Yr
Lifecycle
$25K
Minimum
Schedule a Conversation →
Not sure which offering fits? Compare all four side-by-side.
Interactive calculator, projected returns, and a decision framework to match your goals.
Open Comparison Tool

From First Call to
First Distribution

A straightforward process built for experienced investors. No bloated onboarding funnels — just a direct path from interest to capital deployment.

01
Explore
Review our offerings and determine which aligns with your portfolio strategy, risk tolerance, and investment horizon.
02
Connect
Schedule a one-on-one with our investor relations team. We'll walk through the structure, answer questions, and share relevant materials.
03
Commit
Complete subscription documents, verify accreditation, and fund your investment through our secure AppFolio investor portal.
04
Earn
Receive distributions on schedule — monthly for debt, quarterly for equity. Track performance, access K-1s, and manage your position online.

Built on Execution.
Not Promises.

Fort + Home Capital's track record is built on disciplined execution, transparent reporting, and full alignment with our investors.

100%
On-Time
Payments
$25M+
Total
Offerings
17+
Years
Experience
80+
Homes in
Production
6
Active Portfolio
Projects
01
State-Recognized Manufacturing
Fort Homes received $1.08M in Job Growth Incentive Tax Credits from the Colorado Economic Development Commission — recognition of our modular manufacturing expansion and 97 planned new jobs in Grand Junction.
02
Transparent Reporting
Quarterly asset management reports, annual K-1 delivery, and real-time portfolio access through the AppFolio investor portal. Every investor sees the same data the principals use to make decisions.
03
GP Co-Investment
Fort + Home principals invest meaningful personal capital alongside limited partners in every offering — ensuring full alignment of interests from the first dollar to exit.

What Our Partners Say

★★★★★ 5.0 on Google · 3 Reviews
★★★★★

"I invested in several projects with the Fort + Home team. They are highly professional, kept me informed throughout, and delivered returns higher than projected. Looking forward to working with them again!"

"Their work ethic and attention to detail are top-notch, especially on historic properties. They take pride in preserving character while adding value, and it shows in the quality of their work."

T
Thomas Morrison
Investor · Multiple Projects
★★★★★

"Fort and Home is an excellent option for anyone looking to diversify their investment portfolio. As a new investor I found the information to be accessible and straightforward. Jeff was also great and available to answer the questions I had."

"I've participated in two unique projects so far and am pleased with the returns. I look forward to exploring more investment opportunities with this great company in the future."

H
Hillary Wolff
Investor
★★★★★

"I met the founders of Fort + Home back when they were renovating some of their first residential properties. I was immediately impressed with their work ethic, dedication to the community and uniquely classic style."

"Their evolution from Residential to Commercial has been fluid and promising, bringing new business and residences to places like Grand Junction, CO and Butte, America."

M
M K
Partner · Google Local Guide

Investor Questions

Our 506(c) offerings (Stream Series 10 and Fort Homes Income Note) are available to verified accredited investors. Our 506(b) offerings (The Hotel Melrose and Fort Impact Fund) are available to accredited and sophisticated investors who have a pre-existing substantive relationship with the Sponsor. If you're unsure of your eligibility, schedule a call and we'll help you determine the right path.

Minimums vary by offering: The Hotel Melrose starts at $15,000, the Fort Impact Fund at $25,000, and both debt offerings (Stream Series 10 and Fort Homes Income Note) at $50,000.

Both are private placements under SEC Regulation D. A 506(c) offering permits general solicitation and is open to the public — but requires third-party verification of accredited investor status. A 506(b) offering does not permit public advertising and is only available to investors with a pre-existing substantive relationship with the Sponsor. This distinction affects what information can be shared publicly about each offering.

Traditional investment platforms act as intermediaries — connecting investor capital to third-party sponsors and operators. Fort + Home is the sponsor, the developer, the manufacturer, and the asset manager. This means we control costs, timelines, and quality at every stage, capture margin that would otherwise leak to subcontractors and intermediaries, and maintain full alignment between the firm and our investors. When we build a home, we built it in our factory. When we manage a hotel, our team runs the operations. There are no handoffs — just execution.

Debt investors (Stream Series 10, Fort Homes Income Note) receive monthly interest distributions via ACH. Equity investors (Hotel Melrose, Fort Impact Fund) receive quarterly distributions when distributable cash is available, after the preferred return threshold is met. All distributions are managed through the AppFolio investor portal, where you can also track your investment performance, access tax documents, and view reporting.

All offerings provide K-1 pass-through tax treatment. Equity offerings (Hotel Melrose, Fort Impact Fund) may additionally provide bonus depreciation benefits — Hotel Melrose investors received $1.72M in bonus depreciation via their 2024 K-1s, in many cases exceeding their original investment amounts. Investments can be made through cash accounts, self-directed IRAs, or Solo 401(k)s. Consult your tax advisor for details specific to your situation.

The fastest path is to schedule a one-on-one call with our investor relations team. We'll discuss your investment goals, walk through the offerings that fit your profile, and share the appropriate documentation. From there, onboarding is handled through our secure AppFolio investor portal — typically completed in under a week.

Institutional Returns.
Direct Access.

Accredited and Sophisticated Investors Only

Investor Relations

Accredited investors may also access current offerings, documents, and reporting through the Fort + Home Investor Portal.

This page is provided for informational purposes only and does not constitute an offer to sell or a solicitation to buy securities. Any offer or sale of securities will be made only pursuant to definitive offering documents provided to qualified investors. All investments involve risk, including the possible loss of capital. Target returns, IRR projections, and equity multiples are forward-looking estimates based on management's current assumptions and are not guarantees of future performance. Actual results may vary materially. Past performance is not indicative of future results. Investors should review the applicable Private Placement Memorandum, Operating Agreement, and Subscription Agreement for complete details, including risk factors. 506(b) offerings are available only to accredited investors and sophisticated investors with a pre-existing substantive relationship with the Sponsor. 506(c) offerings require verified accredited investor status. Offered pursuant to Rule 506(c) and 506(b) of Regulation D, as applicable.