The Right Partner

Arbor specializes in both small business and real estate investments that create consistent returns

Welcome to Arbor Equity Group, a partner for your investment journey. We specialize in small businesses and community development, aiming to foster growth and security through innovative strategies and a dedication to excellence. At Arbor, above all else, we emphasize collaboration. We work closely with our investment partners to build a future where investment goals are not only met, but exceeded. Your path to prosperity is ours. Join us for secure and relational growth.

Relational

We understand that successful ventures are built on trust, collaboration, and strong relationships. We prioritize the cultivation of long-lasting partnerships with our investors, communities, and the businesses we invest in. Our commitment to open communication, mutual respect, and shared goals enables us to work together efficiently, driving innovation and growth. At the heart of our approach lies a belief in the power of relationships to unlock the full potential of businesses and create lasting value.

Integrity

We hold ourselves to the highest ethical standards and believe transparency, honesty, and responsibility are non-negotiable.  Our commitment to maintaining steadfast integrity ensures that our clients and partners can trust that we prioritize their best interests and that our actions consistently align with our principles.  Our dedication to ethical conduct is a guiding force in all aspects of our work and is reflected in our mission to create long-lasting value with each industry we invest in.

Creative

We recognize that in the ever-evolving business landscape, harnessing innovative ideas and fresh perspectives is essential for long-term success.  Our dedicated team combines creative thinking with deep industry knowledge to identify unique opportunities and tailor strategies that drive growth, transform businesses, and create enduring value for our clients.  We believe that by embracing creativity, we not only stay ahead of the curve but also pave the way for a brighter, more prosperous future.

Expertise

Our seasoned professionals bring in-depth industry knowledge and a wealth of experience to every investment we undertake.  With a commitment to continuous learning and a proven track record of success, we leverage our expertise to navigate the complexities of the private equity landscape, providing our clients with strategic insights and clever solutions that optimize their investments.

Explore Our Funds

Arbor Equity Group is built on the belief that exceptional results come from expertise, transparency, and genuine partnership. Our boutique platform provides investors with clear, risk-aligned real estate opportunities that balance income and long-term equity growth — including fixed-rate return options for non-accredited investors

Our Team

Meet the Arbor Equity Group’s distinguished investment team, lead by a synergistic trio wielding a potent blend of expertise, innovation, and strategic foresight to guide your investments toward flourishing futures.

Fix & Flip Fund

The Fix & Flip Fund provides investors with an opportunity to participate in short-term, high-visibility real-estate projects where value is created through active renovation and repositioning.

Highlights:

  • Focused acquisition of under-valued, distressed, off-market properties with upside through renovation and improvements
  • Short-term hold (typically 3–5 months) on assets
  • Two-year commitment
  • Clear waterfall: preferred return → fee → equity split
  • National footprint for diversification of risk in strategic markets with local operators

Buy & Hold Fund

The Buy & Hold Fund is designed for investors seeking stable, longer-term returns with less day-to-day project risk. You may choose one of two structures:

  1. Fixed-rate return – a set annual yield for the hold period (typically 3-5+ years)
  2. Equity Multiplier – An equity-based return structured as a target 2.0x multiplier on your invested capital, realized at exit (typically 3-5 years).


Highlights:

  • Institutional-style acquisitions of rental property or multifamily homes
  • Medium-term hold horizon (3–5 years) delivering passive income or high, fixed return
  • Clear investor options at commitment (fixed return or full return at exit)
  • Investor alignment through asset management and value-creation focus

Small Business Fund

The Small Business Fund provides investors with an opportunity to participate in community-driven, growth-oriented small-business ventures that generate both consistent cash flow and long-term equity appreciation. This hybrid model blends the predictability of a fixed-income return with the upside potential of an equity position in the underlying enterprises.

Typical structure: a preferred fixed return (to be finalized, generally in the 7–10 % range) complemented by an equity participation component tied to business performance or valuation growth at exit.

Highlights:

  • Focused on established or emerging small businesses with proven demand and scalability
  • Investments backed by tangible assets, cash-flow performance, or personal guarantees
  • Dual return structure: fixed-income yield + participation in long-term equity growth
  • Hold period typically 3+ years, aligning with business maturation or recapitalization timeline
  • Designed to promote local economic vitality while producing diversified returns for investors

Custom Mandates / Equity Participation

Beyond our standard fund structures, Arbor Equity also offers tailored direct-equity opportunities (syndications) where investors gain ownership in a specific real estate asset.

Highlights:

  • Direct equity stake in a designated asset (e.g., single property or portfolio)
  • Potential benefits include tax advantages (including 1031 exchange compatibility), customizing holding period, and pass-through of upside through equity participation
  • Suitable for sophisticated investors seeking intentional asset-level exposure