SharpVue Capital Announces Final Closing of its First Real Estate Private Equity Fund

Raleigh, NC – July 18, 2017 – SharpVue Capital, LLC today announced the final close of its first real estate private equity fund, SharpVue Capital Real Estate Fund 2016, LP and its affiliated entities.  The fund raised approximately $72 million in commitments, including an anchor commitment from Medical Mutual Holdings, Inc. The fund makes diversified real estate investments in the Southeast and Mid-Atlantic, and has so far invested approximately $24 million across four transactions.

“We’re grateful for the strong support of our limited partners,” said Lee H. Roberts, managing director of SharpVue Capital. “We are already building on that momentum with an active investment pipeline.”

Within its target geography, SharpVue invests in all real estate products at all stages of development, and can participate anywhere in the capital structure of a transaction. To date, the fund has invested in four assets:

  • A mixed-use redevelopment project in Charlotte
  • A multifamily renovation project in Greensboro
  • A stabilized retail and office asset in Wilmington
  • A ground-up hotel development in Nashville

“We did each of these deals on an off-market basis,” added Roberts. “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.”

About SharpVue Capital

Founded in 2016 and headquartered in Raleigh N.C., SharpVue Capital offers asset and wealth management to physicians, other high-net-worth investors, and institutions. SharpVue’s investment platform includes real estate, private equity, and managed ETF portfolios. SharpVue is an affiliate of Medical Mutual Holdings, Inc., one of the nation’s largest providers of medical professional liability insurance and other services for physicians and medical practices. For more information please see

Contact: Lee Roberts, 919-890-5815

This is not an offer to sell, or a solicitation of an offer to purchase any fund managed by SharpVue Capital.  Such an offer will be made only by an Offering Memorandum.

This material is not financial advice. It should not be assumed that any of the transactions or holdings discussed were or will prove to be profitable, or that the investment recommendations or decisions we make in the future will be profitable.

SharpVue Capital is a registered investment adviser. Registration does not imply a certain level of skill or training. More information about SharpVue Capital, including its advisory services and fee schedule, can be found in Form ADV Part 2, which is available upon request. 

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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

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.