Investment Opportunities Tailored to Your Needs
At Battle Capital, our obsession with generating value is at the heart of our investment strategy. We align our investment opportunities with our portfolio companies, fostering partnerships that drive asset improvement and increase the potential for exceptional returns. Our offerings for high net worth individuals and small family offices are custom-crafted to harness this value creation, driving growth and resilience in the businesses we invest in.
Private Equity Investment
At Battle Capital, we specialize in providing strategic and financial support to our portfolio companies across key sectors, including Construction, Engineering, and Professional Services. Whether it's short term mezzanine debt or long term equity, we tailor our investments to fit the unique needs and potential of each business. We don't just invest capital; we invest our time, expertise, and network, forming lasting partnerships that fuel business growth and resilience. Contact us to learn more about how we can help your business reach new heights.
Real Estate Investment
Battle Capital targets high-yield real estate investments in the Greater Charlotte area, one of the fastest-growing regions in the Southeast. Leveraging our vertically integrated platform and in-house construction teams, we control every stage of the development cycle to deliver consistent, scalable returns. Our offerings span first position lending, short-term flip and spec equity, and build-to-rent opportunities, each tailored to match a range of investor risk profiles and return goals. By combining local insight with executional strength, we unlock value in places others overlook. Contact us to explore the opportunities ahead.
OPEN
REAL ESTATE
Private Partnership
A limited partnership share primarily used to purchase and improve properties for residential use in the Greater Charlotte area to be held for either retail sale or long term rental income.
Min. Investment: $150K
Preferred Return: 12%
IRR: Target 20-50%
Term: min. 1 year
Payment Schedule: Capital Events
Tax Document: K-1
Past Offerings
Battle Capital has a keen focus on real estate investment opportunities in the Greater Charlotte area. With its robust growth and vibrant business sector, this region provides an array of promising investment prospects. From first position lending to short term flip/spec equity, we offer a comprehensive range of investment avenues that suit the risk profile and return objectives of our investors. Our hands-on approach, combined with our subsidiary construction company's expertise, ensures we unlock the untapped potential in every real estate opportunity. Discover the opportunities that await you in the Greater Charlotte area by contacting us today.
EARNING
REAL ESTATE
Charlotte Scatter-lot Infill I
Meeting the demand of the housing shortage in Charlotte, this fund is developing 6-10 mid-level housing units for the concurrently and will reinvest as many cycles as possible in the investment period.
Launched 2024
Preferred Return: 16%
IRR: Target 20-30%
Term: 3 years
EARNING
REAL ESTATE
Charlotte Equity Fund I
Collaboration with Ridgeline Equity to launch a small scale development of single family housing in Charlotte.
Launched 2023
Preferred Return: 20%
IRR: Target 20-30%
Term: 3 years
FULLY REPAID
PRIVATE DEBT
SB - COVID Bounce
Funded the resurrection of several small businesses that were negatively effected by the pandemic. Partially refinanced by SBA refinancing.
Launched 2021
IRR: 11%
Term: 3 years
Principal: $2.7M
FULLY REPAID
REAL ESTATE
CHB REI Profit Sharing
Bought, improved, and sold over 70 properties in the Greater Charlotte area.
Launched 2018
IRR: 15%
Term: 3 years
Principal: $2.0M
DISBURSING
PRIVATE DEBT
BC Venture
Funded the purchase and improvement of portfolio businesses
Launched 2018
IRR: 16%
Term: 5 years
Principal: $1.6M
FULLY REPAID
SHORT TERM NOTE
Carbide Debt Fund
Bridge capital to sustain growth and purchase additional inventory prior to closing SBA-backed refinancing.
Launched 2016
IRR: 23%
Term: 10 months
Principal: $236K
Paid Out: $282K