Navigating the Waters of Private Market Investing
Ballast Rock Asset Management provides diversification with a risk-mitigation focused approach to private market investing.
Private Wealth
Asset Management
Welcome
At Ballast Rock we understand how hard you have worked to earn your investable capital which is why we create investments and manage your capital with a significant focus on diversification, and why we always invest our own capital alongside our investors. Our Asset Management and Wealth Management teams are dedicated to delivering curated portfolios with attractive risk-adjusted returns, accurate and timely advice, high quality frequent reporting, and direct access to management.
Why Invest with Ballast Rock?
We leverage our leadership’s Wall St. risk management experience and Southeast regional relationships to originate opportunities and manage funds in real estate, venture capital, and private equity.
Performance
Reporting
Management
Press
As Seen On…
No.1,145 on Inc. 5000’s List of Fastest Growing Private Companies
Assets Under Management for Sunbelt Funds I, II, and III are based on internal asset valuations, completed in accordance with our Internal Valuation Policy and reflective of asset values as of 6/30/24.Ballast Rock
Private Wealth
Ballast Rock Private Wealth is an SEC regulated Registered Investment Advisor providing tailored holistic financial advice to accredited investors, with a focus on alternative investments, generating alpha while reducing volatility and risk.
Our Mission
To provide objective institutional grade financial advice and bespoke solutions for accredited investors and their families.
BALLAST ROCK ASSET MANAGEMENT
At Ballast Rock Asset Managment our mission is to create and manage exclusive access to alternative investment funds for accredited investors that offer attractive risk-adjusted returns with a positive social or environmental impact. This includes real estate, private equity, and venture capital funds.
Leadership
Bringing you over 100 years of combined real estate, venture capital, and private equity experience.
Ballast Rock Foundation
We Proudly Support These Worthy Causes
Noteworthy Press
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Due Diligence Report July 2024 | Chapter 1
July, 2024
Politicization of ESG has shaped attitudes and practices in sustainable investing but if anything has caused investors to sharpen their focus on the key sustainability issues. -
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Ballast Rock Announces Launch of Sunbelt Multifamily Fund III
May 7, 2024
The latest Sunbelt fund will continue Ballast Rock Real Estate’s focus on workforce multifamily in the U.S. Southeast. -
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Ballast Rock Is 2023 Inc. 5000 Honoree
No.1,145 on Inc. 5000’s List of Fastest Growing Private Companies
Ballast Rock
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Real Estate Alts Sponsor Adds Licensed Broker/Dealer
June 20, 2023
Ballast Rock Group’s Simon O’Shea shares insights on the launch of the firm's new SEC registered broker/dealer and why it felt the move was necessary. -
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Ballast Rock Launches Ballast Rock Capital
May 30, 2023
Ballast Rock Group has announced the formation of Ballast Rock Capital (BRC), a SEC-registered broker dealer. -
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Ballast Rock Group Announces Formation of Ballast Rock Capital, its SEC Registered Broker-Dealer
May 25, 2023
Establishing a broker-dealer is part of Ballast Rock’s continued evolution as a diversified investment management firm, focused on private-market opportunities for investors and advisors. -
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As the Market Corrects, Startups and VCs Must Prove Their Worth
May 18, 2023
From mass layoffs to rising interest rates, venture capital is entering a uniquely challenging environment. Yet, with crisis and chaos comes opportunity, and this type of economy is also ripe for innovation. -
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Ballast Rock Group CEO On Why Some Real Estate Is Riskier Than Others
May 1, 2023
Ballast Rock Group is an integrated investment management company. CEO Tom Carroll gives an overview of the company as it operates Ballast Rock Asset Management, Ballast Rock Private Wealth, and Ballast Rock Capital. -
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It's Time To Stop Painting Private-Market Investing With An ‘Alts' Brush
Mar. 9, 2023
It may seem like mere semantics, but the words used to describe any investment asset class outside of publicly trade stocks or bonds matter now more than ever before. In 2022, the publicly traded stocks and bonds that make up the standard 60/40 portfolio had one of their worst performances on record. -
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Ballast Rock lands South Carolina property
Feb. 8, 2023
After getting a discount, the apartment owner closed on the 132-unit Bentree Apartments. -
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Finding a loan will be more difficult in 2023
Jan. 27, 2023
The agencies remain in the game, but questions surround other debt sources. -
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Apartment sales volume drops 17% in 2022
Jan. 20, 2023
“Obviously, the Fed was hiking funds,” said Thomas Carroll, founder and CEO of Charleston, South Carolina-based owner and manager Ballast Rock Group. “At the same time, that was driving what’s going on in the long end of the market, which ultimately drives our cost of borrowing.” -
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Sunbelt Multifamily Fund II Makes Final Acquisition: Bentree Apartments
Jan. 12, 2023
Sunbelt Multifamily Fund II (SB2) has completed its final acquisition, Bentree Apartments. With the SB2 acquisition stage now fully completed and all investor capital deployed, Ballast Rock expects to launch Sunbelt Multifamily Fund III (SB3) shortly. -
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Ballast Rock Group Announces 2022 Year-End Performance of its Sunbelt Real Estate Funds
January 05, 2023
Ballast Rock Group anticipates launching its third Southeast-focused workforce multifamily fund in Q1 2023. -
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Ballast Rock Group Forms Ballast Rock Private Wealth to Provide Financial Advice to High-Net Worth Individuals with a Focus on Alternative Investments
Nov. 28, 2022
Ballast Rock Group will internally reorganize to create distinct asset management and broker-dealer divisions to support its private equity, real estate, and venture capital offerings. -
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Webcast Recording: Workforce Housing Proves Its Value
Dec 31, 2021
The pandemic underscored the strength and vitality of workforce housing, which all too often has been seen as a solid but unexceptional corner of the multifamily market. During the past year, suburban workforce housing assets outperformed Class A urban properties, with rents and occupancy maintaining pre-pandemic levels. -
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South Carolina Investment Group Bolsters Multifamily Portfolio With Latest Purchase in Alabama
March 31, 2021
Ballast Rock Capital, a Charleston, South Carolina-based investment group, continues to grow its multifamily portfolio with its latest purchase in Alabama. The firm purchased the 95-unit Coleman Place apartments in Anniston, Alabama, located at 2320 Coleman Road and sold for $7.25 million, or about $76,000 per unit, according to CoStar data. -
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Charleston-Based Investment Firm Buys Columbia Multifamily Property
Feb. 25, 2021
Charleston, South Carolina-based Ballast Rock Capital acquired the Gleneagle Apartments in Columbia, South Carolina, for $17.5 million, or approximately $78,125 per unit. -
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COVID-19 Recession Reconfirms Watermark Partners’ Focus on Workforce Housing
Managing partner Thomas Carroll shares why he thinks this multifamily sector will be one of the most resilient in commercial real estate.
What Our Investors Say