Identify
We look at the price, neighborhood, condition, and recent sales to understand what a property could become and whether the numbers work.
Our Point of View
See What a Home
Could Become.
A dated interior or an awkward layout can hide a home's potential. We look at what can be improved, what the work will cost, and whether the purchase makes sense.
We put the renovation budget toward changes that improve how a home lives and how it competes in the local market. Each decision has to earn its place in the plan.
How We Work
Our Approach
We follow each property from the first review through renovation and sale.
Acquire
We buy when the price, renovation budget, and plan for the property meet our investment criteria.
Transform
We plan the renovation and manage the budget, contractors, and schedule, staying involved as the work gets done.
Realize
We prepare the finished property for sale or choose another exit strategy when it better fits the project and market.
Investment Philosophy
Disciplined Capital.
Hands-On Execution.
We weigh the cost of a property, the work it needs, and the risks before we buy.
Buy With Discipline
The purchase price sets the starting point. We check our assumptions before committing capital.
Improve With Purpose
We focus on improvements that make a home work better for its next owner and make sense within the budget.
Manage the Details
We stay involved in the work, from contractor coordination and material choices to spending and schedules.
Protect the Downside
We consider what happens if costs rise, the schedule slips, or the property sells for less than expected.
Investment Partners
Invest Alongside Us.
Summit & Stone works with a select group of partners who want to invest in residential real estate on a project-by-project basis.
Information presented is for informational purposes only and does not constitute an offer to sell or solicitation of an offer to purchase securities. Real estate investments involve risk, including possible loss of principal. Any opportunity will be made only through appropriate offering materials and in accordance with applicable securities laws.
Deal-by-deal opportunities
Partners may participate in individual projects, with each opportunity considered separately.
Clear project numbers
Each project has its own purchase, renovation, financing, and sale assumptions.
A plan for each property
Before buying, we establish what needs to change, what it should cost, and how we plan to exit.
Hands-on management
We manage each project from the initial property review through renovation and sale.
Regular project communication
We keep investment partners informed as each project progresses.
Manager alignment
The manager may invest alongside partners where applicable.
Become an Investment Partner
Tell us what interests you about investing in future projects.
Property Opportunities
Have a Property We Should See?
Know a home that needs work? If you own, represent, or know of a residential property with renovation potential, we'd like to hear about it.
We welcome introductions from homeowners, real estate agents, wholesalers, estate representatives, investors, and property managers.