Media coverage, firm announcements, research and commentary from across our strategies.
Ballast Rock Asset Management, the diversified alternative investment manager, today announced that it has appointed Michael G. Welch, CFA, as Head of Investor Relations and Capital Formation.
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Firm News Max Jackson, Managing Director and Private Credit Portfolio Manager, joined Sean Trace on Growing Money to discuss the investment behind the energy boom and where private credit fits.
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Firm News Explore the Solar Lending Fund’s first two repayments and learn how Ballast Rock Asset Management approaches private credit and solar project lending.
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Firm News Ballast Rock supports Illinois community solar projects with development capital. Max Jackson explains the investment and renewable energy strategy.
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Firm News Simon O’Shea explains why financial advisors should look beyond fintech platforms and build custom tools for better investment outcomes.
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Firm News Explore how stocks react to CPI data, earnings reports, and Federal Reserve decisions. Insights from Thomas Carroll of Ballast Rock.
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Firm News Thomas Carroll of Ballast Rock joins Schwab Network’s Opening Bell with Jenny Horne to discuss market trends and investment insights.
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Firm News Ballast Rock Asset Management appears on Bloomberg to discuss real estate and market trends.
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Private Credit Ballast Rock Asset Management's proprietary AI Market Selection Tool combines artificial intelligence and market research to uncover investment opportunities and support informed portfolio decisions.
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Private Credit The ITC sunset creates urgency in the near term and a more disciplined market in the medium term. For lenders who understand the asset class, the opportunity window remains wide open.
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Private Credit After two and a half years of deliberate restraint, Ballast Rock's Sunbelt Multifamily Fund III is seeing the market it was built for finally arrive.
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Private Credit Reflections from the 2026 Infocast Solar + Wind Finance & Investment Summit in Phoenix, where the post-OBBB Act landscape dominated the conversation.
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Real Estate Ballast Rock CEO Tom Carroll discusses Southeast multifamily resilience, rent concessions, and emerging acquisition opportunities as banks tighten lending.
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Real Estate Ballast Rock Asset Management is thoughtfully integrating artificial intelligence across its operations — from private credit deal sourcing to multifamily underwriting, investor reporting, legal review, and property management.
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Real Estate Kyle Fitzgerald explains why Ballast Rock is shifting from 1960s–70s assets toward 1980s–2000s 'modern maturity' properties — using data-driven insights to pursue stronger risk-adjusted returns.
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Real Estate In January 2026 Tom Carroll and Simon O'Shea spoke at PWC's private equity conference in Miami — an energizing event exploring the forces reshaping the private equity industry.
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Real Estate Throughout 2025, the Ballast Rock Asset Management and Sunbelt Properties teams worked hand-in-hand to improve the operational performance of our apartment communities, while treating them as just that: communities.
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Private Credit Carbon removal investing is still early-stage, mostly private, and high-risk — but it complements decarbonization and offers long-term climate potential.
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Private Credit Investors must move quickly to capture overlooked opportunity in solar development as the OBBB Act phases out federal solar Investment Tax Credits.
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Private Credit The Ballast Rock Asset Management team recently attended the annual RE+ conference , in Las Vegas, Nevada. With more than 40,000 attendees and over 1,300 exhibitors.
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Private Credit Max Jackson & other wealth managers shed some light on the future of solar stocks now that the OBBBA has been enacted.
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Private Credit Max Jackson discusses the potential impact of the "One Big Beautiful Bill" on energy prices and the industry as a whole. Jackson notes that while the decline of tax credits may have hurt solar stocks in the near term, the fundamental value proposition for renewables remains intact.
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Private Credit Thomas Carroll , CEO of Ballast Rock Asset Management, sits down with InvestmentNews anchor Gregg Greenberg to explain why private solar projects will shine for investors in the coming years.
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Private Credit Ballast Rock Founder and CEO Thomas Carroll was recently interviewed on Bloomberg TV by hosts Tim Stenovec, discussing rates, housing and solar development.
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Private Credit A summary video about the Real Estate Private Credit Fund presented by Thomas Carroll - Founder & CEO of Ballast Rock Asset Management.
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Firm News Ballast Rock Asset Management announces the official launch of our Real Estate Private Credit Fund to be led by Max Jackson as Portfolio Manager.
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Real Estate April 2025 multifamily update from Ballast Rock: how tariffs, a tighter labor supply and the cost of capital are shaping housing supply, rates and real estate investing.
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Real Estate Ballast Rock Founder and CEO Thomas Carroll was recently interviewed on Bloomberg TV by hosts Tim Stenovec and Carol Massar to discuss his perspective on real estate market insights.
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Firm News Max Jackson is named Managing Director and will manage private credit strategies at Ballast Rock Asset Management and lead M&A advisory at Ballast Rock Capital.
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Firm News Ballast Rock Founder and CEO Thomas Carroll was recently interviewed on Smart Money Circle by hosts Adam Sarhan to discuss his leadership experience and lessons learned.
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Real Estate Ballast Rock Founder and CEO Thomas Carroll was recently interviewed on Bloomberg TV by hosts Tim Stenovec and Carol Massar to discuss his perspective on market insights amid the breaking news of President Trump granting temporary tariff exemptions until April 2.
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Real Estate Ballast Rock Real Estate is excited to announce the disposition of Georgetown Apartments, the first disposition by Sunbelt Multifamily Fund II (“SB2”).
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Venture Capital While all venture capital investing carries some degree of risk, growth VC typically invests in companies with lower operational risk, more technological maturity, a more fully developed product-market fit, better-defined unit economics and a better-established customer base.
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Real Estate The real estate team at Ballast Rock Asset Management share their thoughts on some of the key trends they saw in 2024 as well as provide an update on their outlook for the year ahead.
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Venture Capital Acronym Venture Capital General Partner Joshua Siegel and Principal Mat Kaliski discuss Superhuman, one of the portfolio companies in the BR AVC Growth Fund.
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Firm News As we look forward to the year ahead, Danielle Miner takes the opportunity to highlight some of the notable wins for the Sunbelt Properties team in 2024.
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Real Estate Ballast Rock Founder and CEO Thomas Carroll was recently interviewed on Bloomberg Radio by hosts Tim Stenovec, Emily Chang and Carol Massar to discuss trends in the multifamily real estate sector.
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Real Estate Watch the video update about the Louisiana Green Fuels project provided by Strategic Biofuels at the Alternative Fuels & Chemicals Coalition Conference in Washington DC in November 2024.
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Real Estate The Ballast Rock Asset Management real estate team discuss their outlook for the multifamily sector, including our expectations for rental growth, expense inflation, and the impact of distressed sponsors.
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Venture Capital Acronym Venture Capital General Partner Joshua Siegel and Principal Mat Kaliski discuss Agent IQ, one of the portfolio companies in the BR AVC Growth Fund.
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Venture Capital Acronym Venture Capital General Partner Joshua Siegel discusses Easyship, one of the portfolio companies in the BR AVC Growth Fund.
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Venture Capital Acronym Venture Capital General Partner Joshua Siegel and Principal Mat Kaliski discuss Boom Entertainment, one of the portfolio companies in the BR AVC Growth Fund.
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Firm News The Ballast Rock Asset Management and Acronym Venture Capital* teams recently attended the Venture Atlanta 2024 conference.
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Venture Capital Acronym Venture Capital General Partner Joshua Siegel and Principal Mat Kaliski discus HealthSnap, one of the portfolio companies in the BR AVC Growth Fund.
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Venture Capital Acronym Venture Capital General Partner Joshua Siegel discusses Canary Technologies, one of the portfolio companies in the BR AVC Growth Fund.
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Venture Capital Acronym Venture Capital General Partner Joshua Siegel discusses Lambda Labs Inc, one of the portfolio companies in the BR AVC Growth Fund.
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Real Estate Ballast Rock Founder and CEO Thomas Carroll recently was interviewed on Bloomberg BusinessWeek by hosts Carol Massar and Matt Miller to discuss trends in the multifamily real estate sector after the Fed's 50bps rate cut.
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Venture Capital The team discusses key themes and trends impacting the venture capital market.
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Firm News We are pleased to announce the launch of the second close for the BR AVC Growth Fund, which is a diversified fund investing growth equity in later stage (Series B or later) venture capital portfolio companies.
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Real Estate Ballast Rock Asset Management's real estate team discusses their outlook for the multifamily sector, including rental growth, expense inflation and the impact of distressed sponsors.
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Real Estate Ballast Rock CIO Simon O'Shea explains why patience and discipline create opportunity for investors in workforce multifamily real estate in the Southeast, in a feature with WealthManagement.com.
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Real Estate Sunbelt Multifamily Fund I announces the sale of Holiday Cove Apartments in Forsyth, GA — its fifth disposition — and details how the team created value during the hold period.
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Real Estate Ballast Rock Founder and CEO Thomas Carroll discusses multifamily real estate trends and Sunbelt Multifamily Fund III on Bloomberg Radio with hosts Tim Stenovec and Carol Massar.
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Real Estate Ballast Rock Real Estate announces the acquisition of Stone Ridge Apartments in Homewood, Birmingham, AL — the first asset acquired by Sunbelt Multifamily Fund III.
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Real Estate A replay and recap of Ballast Rock Real Estate's June 2024 workforce multifamily webinar, including market themes, the case for Sunbelt Multifamily Fund III, and an underwriting walk-through.
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Real Estate Investment Director Kyle Fitzgerald walks through Ballast Rock Real Estate's underwriting process for the first asset acquired by Sunbelt Multifamily Fund III, from desktop underwriting to on-site diligence.
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Real Estate Ballast Rock Real Estate explains why it paused acquisitions for 18 months before launching Sunbelt Multifamily Fund III, and why falling multifamily prices and a looming loan-maturity wall create an attractive entry point.
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Real Estate The Ballast Rock Real Estate team explains the core investment thesis behind the Sunbelt funds: risk profile, in-house value-add capability, the Southeast's supply-demand mismatch, and disciplined underwriting.
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Firm News Ballast Rock launches Sunbelt Multifamily Fund III LP, targeting a $100 million raise to acquire and renovate workforce multifamily properties across the U.S. Southeast.
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Firm News Sunbelt Properties CEO Danielle Miner highlights the property management team's 2023 wins — culture initiatives, community engagement, energy efficiency, and value-add renovations across the Sunbelt portfolio.
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Venture Capital Ballast Rock reviews a challenging 2023 venture fundraising environment — slowing VC fund formation, the AI hype effect on deal data, resetting valuations, and the outlook for portfolio companies.
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Real Estate Ballast Rock Real Estate reviews mixed mid-2023 signals — a cooling but resilient economy, volatile borrowing costs, low transaction volumes, and why its Southeast investment thesis remains unchanged.
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Real Estate Ballast Rock examines why Southeast multifamily is showing far less distress than the broader commercial real estate market, pointing to GSE-heavy debt profiles and limited near-term loan maturities.
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Firm News The Ballast Rock Foundation sponsors a Fun Run at Memminger Elementary, a Title 1 school in downtown Charleston, helping the PTO raise close to $30,000 for the community.
Read more → Firm News The Ballast Rock Foundation recaps its first year: $55,000 donated toward Hurricane Ian relief and housing insecurity, and a year-end matching campaign for Habitat for Humanity International.
Read more → Firm News Ballast Rock Group announces the formation of Ballast Rock Private Wealth, a Registered Investment Advisor for high-net-worth individuals, as the firm reorganizes into distinct asset management and broker-dealer divisions.
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Real Estate Ballast Rock Real Estate recaps 2022 — team, resident, community and property value-add initiatives across the Sunbelt Funds, plus a summary of Sunbelt Fund I disposition returns.
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Real Estate Ballast Rock explains how it chooses between fixed and floating rate debt for each acquisition, based on the split between capex value-add and operational value-add, plus a look at the Fed's September 2022 rate path.
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Real Estate Ballast Rock announces the sale of College Park Apartments in Macon, GA — its fourth disposition in Sunbelt Multifamily Fund I — netting a 34% IRR and 2.3x MOIC.
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Real Estate Ballast Rock announces the fifth acquisition of Sunbelt Multifamily Fund II — Stone Brooke and Arbordale Apartments, 139-unit and 78-unit communities in Dalton, GA.
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Real Estate Takeaways from a Miami real estate conference for Latin American investors — capital flight into US real estate, the hunt for yield, and why workforce multifamily value-add was the most popular topic.
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Real Estate Ballast Rock explains its thesis for investing in small- to medium-sized Southeast cities — outperforming underwritten cap rates and rent growth, less buyer competition, and mom-and-pop seller inefficiencies.
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Real Estate A step-by-step look at Ballast Rock's real estate deal sourcing and underwriting process, from initial screening criteria through site visits, due diligence, bidding, and closing.
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Firm News A critical look at ESG investing — the growth of Sustainable Investing assets, questions over ESG ratings consistency and proxy-voting records, and why direct impact investments may be a better fit for some investors.
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Real Estate 2020 Census data confirms the Southeast's demographic tailwinds: faster population growth, positive net migration, below-average homeownership rates, and outsized income and business-formation growth.
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Firm News Ballast Rock explains the difference between carbon positive, carbon neutral, and carbon negative processes, and how the Louisiana Green Fuels project aims to produce the most carbon-negative transport diesel on the market.
Read more → Firm News Wind, solar and EVs undeniably cut emissions over the long run, but their production carries real environmental and social costs — Ballast Rock argues carbon-negative fuels like Louisiana Green Fuels have an essential role too.
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Firm News Ballast Rock examines the Fed's 2020 shift to a hyper-accommodative policy stance and asks whether multifamily real estate is an effective inflation hedge, comparing regional Southeast rent growth and historical CPI correlations across property types.
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Firm News An interview with cybersecurity expert Megan Stifel (Global Cyber Alliance) on protecting high-net-worth individuals and remote workers from phishing, account intrusions and identity theft during the shift to working from home.
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Real Estate Ballast Rock's early-pandemic view on multifamily real estate: a flight to safety into income-generating real assets, low long-term rates, and the operational turbulence facing leasing, closings and rent collection.
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Firm News Ballast Rock frames the stages of the business cycle, argues the U.S. economy is late cycle but not end cycle, and lays out how investors should position portfolios toward recession-resilient real estate.
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Real Estate A Q&A with Danielle Miner and Kristy Greene of Watermark Partners Real Estate on the gender gap in commercial real estate, the barriers they've faced, and their advice for women starting a CRE career.
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Firm News A three-step framework for retirement portfolio strategy: assessing net worth and earnings potential, structuring long-term, short-term and spending-reserve accounts, and deploying the long-term bucket by liquidity, leverage and tax treatment.
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Real Estate Why Millennials rent far more than prior generations — student debt, delayed marriage and household formation, rent-burden trends, and a housing supply shortfall at the starter-home end of the market.
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