Skip to content

Summit Investments

What is Summit?

Built for Investors with a Long-term Vision

The ideal choice for those seeking to build generational wealth and realize substantial gains at the time of exit

The Summit Fund is Fort + Home’s premier high-growth investment offering, designed for investors who prioritize long-term capital appreciation over short-term cash flow. Tailored for those with a forward-looking wealth-building strategy, Summit focuses on acquiring and holding high-value real estate assets with strong growth potential in emerging or strategically positioned markets.

Ready to Invest?
summit-icon

Summit

Why Choose Summit?
Long-Term Growth, Powered by Real Estate

Summit focuses on capital appreciation — targeting high-upside properties designed to build equity over time. It’s a smart play for investors who want to grow wealth, not chase monthly income.

Real Estate Tax Advantages, Working for You

Summit is structured to help you keep more of your gains. With benefits like depreciation and 1031 exchanges, your investment grows more efficiently — and your after-tax returns stay stronger.

Data-Driven Decisions. Strategic Returns.

We invest with insight, not instinct. Summit uses real-time data and market expertise to pinpoint high-return opportunities — then acts decisively to maximize long-term value.

SAMG9807 (1)

Not sure where to start? We’re standing by to help

Our dedicated Investor Relations Team is standing by to help simplify your real estate investing process.

Schedule a Call

FAQs

What types of investments does Fort + Home offer?

Fort + Home offers three investment types: Stream (short-term cash flow), Alpine (mid-term balance of cash flow and growth), and Summit (long-term appreciation-driven investments).

Who can invest with Fort + Home?

Fort + Home’s investments are open to accredited and sophisticated investors. Learn more about accreditation requirements here.

How do I get started with investing?

Simply sign up on our Investor Portal, explore available opportunities, and connect with our team to begin your investment journey.

What is the minimum investment amount?

Minimum investment amounts vary by opportunity. Typically, they start at $50,000.

What is a 506c vs. 506b offering?
  • 506c offerings: Publicly advertised and available to accredited investors.
  • 506b offerings: Only available to pre-existing relationships with Fort + Home; requires login to the Investor Portal.
What are the typical returns I can expect?

Returns vary by investment type:

  • Stream: 9-10% annualized returns.
  • Alpine: Target net IRRs of 18%+
  • Summit: Appreciation-focused, with growth dependent on market conditions.
Are Fort + Home investments tax-friendly?

Yes, many of our investments offer tax benefits, including depreciation, capital gains deferral, and the option to invest through an IRA or 401(k).

How long do investments typically last?
  • Stream: 6-24 months.
  • Alpine: 3-7 years.
  • Summit: 10+ years.
What happens at the end of an investment term?

At the end of the term, proceeds are distributed to investors, or you may have the option to reinvest in another opportunity.