SharpVue Capital - Color Logo

Former N.C. Budget Director Leads New $72 Million Real Estate Fund

July 19, 2017 | Triangle Business Journal
Amanda Hoyle

SharpVue Capital, the private equity management fund led by former state budget director Lee Roberts, has announced the closing of its first real estate private equity fund after securing $72 million in total investment commitments.

Roberts says the fund has already invested $24 million in real estate deals, some as an equity owner and some as a bridge loan investor, in Charlotte, Greensboro and Wilmington, as well as in Nashville, Tennessee. He did not disclose the identity or address of the properties, but the project in Nashville is a ground-up hotel development.

“We did each of these deals on an off-market basis,” Roberts stated. “Our ability to do equity, mezzanine, preferred or bridge financing helps us find good situations, and growth in our target markets remains very strong. We’re excited about the investment opportunities ahead for this fund.”

Read more

Recent Articles

Moving Beyond LEED

The next steps in the green-building revolution may be more complex and expensive Lee H. Roberts – Scotsman Guide The push in the U.S. to

Read More »
December 9, 2021
SharpVue Capital - Color Logo

© 2022 SharpVue Capital.  All Rights Reserved.

3700 Glenwood Ave, Suite 530, Raleigh, NC 27612

Privacy Policy | Disclosure

SharpVue has deep experience investing alongside Independent Sponsors.

What we offer Independent Sponsors:

  • Flexible capital structures, including the ability to invest meaningful equity for a one-stop solution
  • Network of investment partners and industry experts
  • Deep experience partnering with Independent Sponsors
  • Tailored approach to governance and board structures
SharpVue Capital - Roberts

Lee Roberts

Managing Partner

Lee co-founded SharpVue and leads its real estate investment effort. He has spent his 25+ year career in real estate investment and finance and has been involved in the sector in several contexts, including private equity, investment banking and commercial banking. Immediately prior to SharpVue, he served as budget director for the State of North Carolina, a role in which, among other initiatives, he led an effort to rationalize the state’s real estate portfolio.

Before his time in public service, Mr. Roberts was most recently Managing Director of Piedmont Community Bank Holdings, a private equity-backed bank investment platform in Raleigh. He was earlier a Partner at Cherokee Investment Partners, a real estate private equity fund in Raleigh, and he spent nine years with Morgan Stanley in London and New York, focused on real estate investment banking.

Education: Georgetown, JD; Duke, BA

SharpVue is committed to being a responsible corporate citizen. We believe that integrating environmental, social, and governance (“ESG”) considerations into our investment processes and firm policies supports value creation for all stakeholders.

  • In reviewing potential investment opportunities, we evaluate multiple factors including ESG considerations. We seek to identify ESG strengths and risks and incorporate them into our investment decisions and portfolio monitoring.
  • We aim to promote ESG awareness and accountability within the firm. Our ESG actions include:
    • Environmental: We endeavor to operate in an environmentally responsible manner by reducing waste and raising awareness of efficient energy and resource usage.
    • Social: We strive to maintain an environment free of discrimination in which all employees are provided opportunities for personal development and growth.
    • Governance: We maintain strict internal policies that emphasize firm governance, compliance, and ethical employee behavior.