Connecting Rise48 with the investors who should already know you.
You have one of the most compelling track records in private multifamily. The problem is distribution. CapitalAdvisory.ai fixes that — systematically.
The best track record in the room
doesn't raise capital automatically.
RIAs and family offices are increasing allocations to private real estate. Most of them have never heard of Rise48. That's not a brand problem — it's a distribution problem. We solve it.
The capital is there
RIAs with $500M+ AUM allocate 5–15% to alternatives. 54% are increasing real estate exposure. Most have never received a Rise48 pitch.
The window is closing
Rise Fund III closes December 31, 2026. Rise Valley Heights is actively raising. Q2 and Q3 are the allocation window. Q4 will be too late.
Generic outreach doesn't work
Templated email blasts to investor lists produce 1–3% reply rates. AI-personalized sequences referencing each firm's allocation strategy produce 4× that.
506(c) is your advantage
Rise48's Reg D 506(c) structure permits general solicitation. Most sponsors can't run this playbook. You can. We're built for it.
Numbers that convert
skeptics into investors.
11 exits. Every number below is verifiable. This is what we lead with in every outreach sequence.
What CapitalAdvisory.ai
delivers for Rise48.
A full-stack capital raising engine targeting the RIAs and family offices who have never seen Rise48 — and should be investing with you.
Investor Targeting
Database-driven precision targeting of boutique RIAs and single family offices filtered by AUM, geography, and verified alternatives allocation behavior — not generic lists.
AI-Personalized Outreach
Every contact receives a unique opening line built from their firm's AUM, asset class focus, geography, and recent signals. Email, LinkedIn, and warm call scripts — all personalized at scale.
Meta Ad Campaigns
5-theme Facebook campaign covering track record, investor benefits, market strategy, risk mitigation, and vertical integration — targeting accredited investors via Special Ad Category.
Meeting Qualification
Investors verified as accredited and active allocators before they reach your calendar. No cold meetings — only warmed, qualified conversations.
Campaign Reporting
Real-time tracking of reply rates, meeting conversions, and capital pipeline. Full visibility into what's working and where to double down.
Ongoing Optimization
Weekly sequence tuning based on reply data. A/B testing subject lines, opening angles, and offer framing to compound reply rates over the campaign lifecycle.
Three markets.
All performing.
Rise48 doesn't manage remotely. Local staff, supply chains, and offices in every market. Our outreach targets RIAs and family offices with verified exposure to each geography.
Arizona
30 properties · 5,803 units · HQ in Scottsdale
Texas
34,000 projected new jobs 2025 · Active acquisitions
Carolinas
Charlotte & Raleigh MSAs · Portfolio expansion
One fund.
All three markets.
Diversified exposure across 22 performing assets, 4,003 units. Monthly distributions begin 30 days after investment. Hard close December 31, 2026.
Five layers of protection
before you invest.
The number one RIA objection is principal protection. Here is Rise48's answer — and how we frame it in every outreach sequence.
Average Portfolio LTV
Conservative leverage portfolio-wide. Low debt reduces exposure to market corrections and refinancing risk.
Interest Rate Caps
Three-year caps on all floating rate debt. Protects cash flow from rate spikes across the hold period.
Third-Party PM Fees
In-house property management with no misaligned incentives. The PM's only goal is property performance.
Full Financial Package to Every LP
Bank statements, mortgage statements, income statement, and balance sheet — every month. Raw data, not summaries.
Full-Time W2 Employees
Not contractors. Vertically integrated operations across asset management, property management, and construction.
5-theme Facebook campaign
built and ready to launch.
Full creative suite covering every stage of the investor funnel — from cold awareness to bottom-funnel conversion. All copy, creative direction, and Claude Design prompts delivered at pilot launch.
count on monthly.
All performing.
Ads 04 (Risk Mitigation) and 05 (Differentiators) also included — full creative suite delivered at launch.
AI-personalized sequences for
RIAs and family offices.
Each contact receives a unique opening built from their firm's AUM, geography, and allocation behavior. Not a mail merge — actual personalization at the firm level.
Independent RIA Sequence
[AIOpeningLine] — e.g., "Versant has been building out its real estate sleeve — thought this operator was worth putting in front of you."
Rise48 Equity closed 11 deals with a weighted average actual IRR of 70.5% and an average hold period of 17.7 months against a projected 60.
194-unit Class B property in Mesa, AZ. $50K minimum. 7% preferred return. Monthly distributions day 30. Closing December 2026.
Worth 15 minutes?
The question most [Company_Personalization] ask: how do I verify the numbers?
Rise48 sends every investor the full property management package monthly — bank statements, mortgage statements, income statement, balance sheet. No summary. Raw data.
They own asset management, property management, and construction in house. 300 full time W2 employees.
Single Family Office Sequence
[AIOpeningLine] — e.g., "Given [Firm]'s focus on real assets, thought this operator's verified exit track record was worth putting in front of you."
Rise48 Equity is vertically integrated: they own the asset management company, the property management company, and the construction company. 300 full time W2 employees. 65 properties. $2.6B acquired.
Current deal: Rise Valley Heights, Mesa, AZ. Off market at 30%+ discount to peak. $174K per unit basis. $50K minimum. 7% preferred. Monthly distributions.
Rise48's last 11 exits:
Projected IRR: 15.4%. Actual IRR: 70.5%.
Projected hold: 60 months. Actual hold: 17.7 months.
Equity multiple: 2.11x actual vs. 1.90x projected.
Every result is publicly verifiable. LP passive investor returns. Full monthly financials sent to every investor.
Start with a pilot.
Scale what works.
Low upfront commitment. Performance-linked economics. The majority of the fee is tied to verified investor engagement milestones — not hours worked.
Pilot Launch Fee
Success Milestone Fee
Total pilot cost: $35,000
Three steps to
launch in two weeks.
From signed agreement to active outreach in 14 days. The infrastructure is built. We just need to align on targeting and activate.
Align on Targeting
30-minute call to confirm target investor profile for Rise Valley Heights and Fund III — geography, AUM range, and allocation behavior filters.
Sign the Pilot Agreement
Review and sign the pilot agreement live on the call. $15K launch fee. Success milestone at 20 qualified meetings or $5M pipeline — whichever comes first.
Launch in 14 Days
Campaign setup, sequence build, ad creative, and targeting database — all completed within two weeks of agreement signature. First outreach goes live.
Let's put Rise48 in front of
the investors who should know you.
The track record is exceptional. The Fund III close window is real. The only question is how many qualified investors see it before December 2026.