Equity Resource Investments, LLC
SEC RegisteredBuilding long-term value with our real estate partners and investors
About the firm
Equity Resource Investments, LLC (ERI) is a real estate investment firm with a team of 25+ professionals focused on value-add and opportunistic investments in U.S. real estate. ERI invests in niche markets and hard-to-evaluate opportunities, including highly regulated markets, fractional and illiquid interests, small transaction sizes, and complex structures, with 325+ total investments in over 2,000 properties as of December 31, 2025.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Proprietary, relationship-driven sourcing and investing in essential housing and workplaces; value-add and opportunistic investments in U.S. real estate; structuring and managing complex domestic transactions; investing in niche markets, fractional and illiquid interests, small transaction sizes, and complex structures.
Who they serve
Real estate partners and investors
| Client segment | Clients | Assets managed |
|---|---|---|
| Pension/Profit Sharing Plans | 68 | $1.3B |
Leadership
Office locations
Regulatory & compliance
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Equity Resource Investments, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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