Investment Tier

Summit Investments

Development Equity in Precision-Built Housing

Summit is Fort + Home Capital's most aspirational equity strategy — ground-up development through a vertically integrated housing platform. Summit investors participate in the creation of new housing supply across the Rocky Mountain West.

Class
Development Equity
Method
Modular Housing
Model
BTS + BTR
Structure
Tax-Advantaged
Regulation
506(b)
Peak Performance Through
Vertical Integration

Summit targets long-term appreciation and capital growth through ground-up development of precision-built housing. Unlike stabilized equity strategies that acquire existing assets, Summit creates new supply — building smaller, smarter homes in high-demand markets where housing shortages drive sustained appreciation.

The strategy leverages Fort + Home's full ecosystem: from modular manufacturing and internal lending to construction management and asset operations. By controlling every stage of the pipeline, Summit captures the value that traditional development funds lose to third-party contractors, lenders, and managers.

Summit deploys a dual-track model: Build-to-Sell units generate near-term liquidity and recycle capital back into the pipeline, while Build-to-Rent units create long-term rental income and portfolio value for an eventual disposition.

Summit Tier Snapshot
Asset Class Development Equity
Strategy Ground-Up Housing
Construction Modular / Offsite
Model BTS + BTR
Markets Rocky Mountain West
Tax Treatment Pass-Through Entity
Management Fort + Home Capital
Private — 506(b)
Why Development Equity. Why Now.
01

Vertical Integration

By controlling the entire pipeline — from modular factory production to internal lending to asset management — Fort + Home captures the full developer's spread. Traditional funds outsource each step and pay third-party margins at every turn. Summit internalizes that value.

02

Housing Demand

The Rocky Mountain West faces a historic housing undersupply. Colorado, Wyoming, and Montana continue to attract population growth while new construction lags demand. Summit positions capital at the intersection of this structural imbalance.

03

Capital Recycling

The dual BTS/BTR model creates a self-reinforcing capital cycle. Homes sold generate near-term liquidity that feeds back into the pipeline, while retained rental assets build long-term portfolio value — combining income characteristics with development upside.

The Fort Impact Fund

The Fort Impact Fund is Summit's active private equity vehicle — a vertically integrated housing production program targeting high-demand infill markets across the Mountain States.

Active Fund

Fort Impact Fund

Private Equity · Fort Impact Fund, LLC

A private equity fund deploying capital into ground-up, precision-built housing through Fort + Home's vertically integrated platform. The Fund executes a Build-to-Sell and Build-to-Rent strategy using modular construction, internal lending, and in-house asset management — targeting residential developments in Colorado, Wyoming, and Montana.

Issuer Fort Impact Fund, LLC
Offering Type Private Equity — Class A Units
Strategy Build-to-Sell + Build-to-Rent
Construction Modular / Offsite (Fort Homes)
Target Markets CO, WY, MT
Manager Fort + Home Capital, LLC
The Summit Edge

Vertically Integrated

From factory floor to finished home — Fort + Home controls manufacturing, lending, construction, and asset management. One ecosystem, no third-party margin leakage.

Modular Precision

Offsite construction mitigates traditional building risks — weather delays, labor shortages, and cost overruns. Factory-built quality with repeatable precision at scale.

Dual-Track Liquidity

Build-to-Sell generates near-term capital return. Build-to-Rent creates long-term income and portfolio value. The combined model balances liquidity with compounding growth.

Tax-Advantaged

Pass-through entity structure provides potential depreciation benefits and cost segregation advantages inherent to new construction and real estate ownership.

Private Offering — 506(b)

The Fort Impact Fund is offered under Rule 506(b) of Regulation D. Fund terms, projected returns, minimum investment amounts, and offering documents are shared only with qualified individuals who have an established, substantive relationship with the Sponsor. To learn more about the fund and begin a conversation, schedule a meeting with our team.

How It Works
01

Explore

Learn about Summit's development equity thesis and how vertical integration creates value in modular housing production.

02

Connect

Schedule a conversation with Jeff Zimmerman to discuss your investment goals, experience, and alignment with the Summit strategy.

03

Qualify

Accreditation is verified and a pre-existing substantive relationship is established. Offering materials are shared only after qualification.

04

Access

Qualified investors receive the Private Placement Memorandum, review terms with their advisors, and complete the subscription process.

Common Questions
Summit is Fort + Home Capital's development equity investment tier. It is designed for investors seeking long-term capital appreciation through ground-up housing development. Summit targets the creation of new housing supply — not the acquisition of existing properties — using modular construction and a vertically integrated platform.
The Fort Impact Fund is Summit's active private equity vehicle. It deploys capital into ground-up residential development across Colorado, Wyoming, and Montana using Fort + Home's integrated ecosystem — including modular manufacturing (Fort Homes), internal lending (Fort Lending), and property management (Fort Asset Management). The fund operates a dual-track Build-to-Sell and Build-to-Rent strategy.
Vertical integration means Fort + Home controls the full development pipeline under one organizational umbrella: Fort Homes manufactures the modular housing units, Fort + Home Developments manages construction and site work, Fort Lending provides project financing, and Fort Asset Management handles leasing and operations for retained rental assets. This structure reduces reliance on third parties and captures margin at every stage.
Modular construction is an offsite building method where homes are manufactured in a controlled factory environment and then transported to the building site for installation. Fort Homes builds to IRC/IBC code standards using structural insulated panels (SIPs). Factory production reduces weather-related delays, improves quality control, and allows for repeatable precision across multiple projects.
Build-to-Sell (BTS) refers to homes that are constructed and sold to end buyers, generating near-term capital return and recycling equity back into the development pipeline. Build-to-Rent (BTR) refers to homes that are retained by the fund, leased to tenants, and held as long-term rental assets. The BTR portfolio builds income and equity over time and is targeted for eventual disposition as a portfolio sale.
Rule 506(b) of Regulation D allows private placements to be offered without public promotion, to investors with whom the Sponsor has a pre-existing substantive relationship. This structure reflects Fort + Home Capital's relationship-first approach — building genuine alignment with investors before sharing offering materials or discussing specific terms. Fund details, projected returns, and subscription documents are provided only after qualification.
The Fort Impact Fund is available to accredited investors and a limited number of sophisticated unaccredited investors who have a documented pre-existing substantive relationship with the Sponsor. Accredited investor status is determined by income or net worth thresholds established by the SEC. All investor qualifications are verified before offering materials are shared.
Start by scheduling a conversation with our team. During that conversation, we'll discuss your background, investment experience, and goals. If there's mutual alignment and the relationship qualifies under 506(b) guidelines, we'll share the Private Placement Memorandum and all relevant offering details for review with your financial and legal advisors.

Aspirational. Enduring.
Peak Achievement.

Summit is where capital meets creation. If you're focused on long-term growth through development equity in precision-built housing, we'd welcome a conversation.

Schedule a Conversation

This page is for informational and educational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any securities. The Fort Impact Fund is offered under Rule 506(b) of Regulation D and is available only to accredited investors with a pre-existing substantive relationship with the Sponsor. All investments involve risk, including loss of principal. Past performance does not guarantee future results. Projected returns are forward-looking statements based on assumptions that may not prove correct; actual results may vary materially. Prospective investors should review the Private Placement Memorandum and consult with their own financial, legal, and tax advisors before making an investment decision. Securities offered through Fort Impact Fund, LLC. Fort + Home Capital, LLC, Manager.