WHO WE ARE
About Rockbridge
Investment Group
Proven Strategy Driving
Returns and Impact
OUR STORY
RockBridge Investment Group is a private real estate investment firm focused exclusively on multifamily assets across the Southeast. With principals in Leesburg, Virginia and Wilmington, North Carolina, we combine deep local market access with institutional investment discipline.
Through an integrated platform spanning underwriting, acquisition, and asset management, RockBridge identifies opportunities in high-growth markets — leveraging demographic tailwinds and supply-demand imbalances to deliver disciplined, risk-adjusted returns.
The firm's principals have acquired and operated more than $350 million in assets, placing over $85 million in equity in partnership with institutional and private investors.
MISSION
Deliver superior risk-adjusted returns through strategic multifamily and built-to-rent investments.
FOCUS
Value-add multifamily and BTR opportunities in high-growth Southeast markets.
EDGE
Combining deep local market access with institutional investment discipline.
APPROACH
Geographic clustering enables institutional-grade efficiency with local expertise.
350+
TRANSACTIONS LED
$85M
EQUITY DEPLOYED
$275M+
ASSETS UNDER MANAGEMENT
1303+
UNITS OWNED
Full-Cycle Value Creation
OUR STRATEGY
Our proven investment thesis is predicated on acquiring, improving, and managing well-located assets in growing markets with increasing demand for high-quality, non-discretionary housing.
We employ a full-cycle value creation model — targeting undervalued assets, implementing strategic improvements, and executing disciplined exits to maximize returns.
01 Acquire
Target Undervalued Assets
Identify assets trading below replacement cost in high-growth markets.
03 Stabilize
Optimize Performance
Maximize occupancy, rental rates, and Net Operating Income.
02 Enhance
Strategic Improvements
Renovations and operational improvements to drive premium rents.
04 Exit
Capture Maximum Value
Renovations and operational improvements to drive premium rents.
Proven Track Record
PERFORMANCE
Stephens City, VAWest Wind Townhomes
67%
$200
NOI Improvement in Year One
Avg Market Rent Increase Per Unit
Lynchburg, VAPiedmont Mill Lofts & Garland Rodes
40%
97%
NOI Improvement in 3 Years
Portfolio Occupancy (from 81%)
Myrtle Beach, SCBell's Lake & Coastal Wind
36%
Asset Value Increase
71 days
To Refinance Post-Acquisition