Surge Investment Group

About Surge Investment Group

Surge Investment Group is a real estate operator headquartered in St. George, UT. Surge Investment Group operates in Charlotte, North Carolina, Fayetteville, North Carolina and Greenville-Anderson, South Carolina. Its investment focus is on Multifamily - Core, Multifamily - Ground-up and Multifamily - Value-Add.

Surge Investment Group is a U.S.-based private equity real estate development firm founded in 2021. The company operates through an integrated platform that manages land acquisition, entitlements, development, construction, and asset management for multifamily residential projects. Since its inception, the firm has secured entitlements for 4,031 multifamily units across more than 30 cities in seven U.S. markets. The company specializes in ground-up multifamily development, focusing on Class B apartments, garden-style communities, workforce housing, and market-rate long-term rental properties. Its investment strategy targets both primary and secondary growth markets, emphasizing residential developments that address increasing housing demand. Surge Investment Group has completed construction on 928 multifamily units and managed approximately $117 million in construction debt. The firm's development activity spans states including Texas, North Carolina, South Carolina, and Utah. By integrating acquisition, development, financing, construction, and long-term asset management, Surge Investment Group continues to expand its multifamily portfolio across high-growth U.S. markets.

Principals at Surge Investment Group

Recent activity at Surge Investment Group

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Surge Investment Group's project portfolio

No projects on file for Surge Investment Group yet.

Markets and themes

Markets Surge Investment Group operates in

• Charlotte, North Carolina
• Fayetteville, North Carolina
• Greenville-Anderson, South Carolina
• Ogden, Utah
• Spartanburg, SC
• Waco, Texas
• Wilmington, North Carolina

Investment themes at Surge Investment Group

• Multifamily - Core
• Multifamily - Ground-up
• Multifamily - Value-Add
• Workforce Housing

Capabilities

• Asset Management
• Construction Management
• Data-driven
• Economic Development
• Private Equity
• Site Development
• Sustainability
• Urban infill

Operators similar to Surge Investment Group

• APG Capital
  Emerging tierGreenville-Anderson, South CarolinaWilmington, North Carolina+2 more marketsMultifamily - Ground-up
• The Bainbridge Companies
  Emerging tierCharlotte, North CarolinaMultifamily - Ground-upWorkforce Housing+1 more theme
• Simpson Commercial Real Estate
  Emerging tierFayetteville, North CarolinaCharlotte, North CarolinaMultifamily - CoreMultifamily - Ground-up
• Space Craft
  Emerging tierCharlotte, North CarolinaMultifamily - Ground-upWorkforce Housing+1 more theme
• Trevato Development Group
  Emerging tierGreenville-Anderson, South CarolinaMultifamily - Ground-upWorkforce Housing+1 more theme
• Oak Realty Group, Inc.
  Emerging tierMultifamily - CoreMultifamily - Ground-up+2 more themes
• Oakley Group
  Emerging tierMultifamily - CoreMultifamily - Ground-up+2 more themes
• Piedmont Capital
  Emerging tierWilmington, North CarolinaCharlotte, North CarolinaWorkforce HousingMultifamily - Value-Add
• Impact Development Group
  Emerging tierMultifamily - CoreMultifamily - Ground-up+2 more themes
• Doradus Partners
  Emerging tierCharlotte, North CarolinaMultifamily - Ground-upWorkforce Housing+1 more theme

Frequently asked questions about Surge Investment Group

What does Surge Investment Group do?

Surge Investment Group is a U.S.-based private equity real estate development firm founded in 2021.

Where is Surge Investment Group based?

Surge Investment Group is headquartered in St. George, UT.

What markets does Surge Investment Group operate in?

Surge Investment Group is active in Charlotte, North Carolina, Fayetteville, North Carolina, Greenville-Anderson, South Carolina, Ogden, Utah, Spartanburg, SC, and Waco, Texas.

How many employees does Surge Investment Group have?

Surge Investment Group has 2–10 employees.