Projects
Maximizing Potential Through Strategic Acquisition
A Proven Track Record of Value Creation
2008
The Foundation
Fidelity Business Partners established with a focus on recession-resistant multifamily assets and capital protection.
2016
Portfolio Expansion
Significant growth in multifamily acquisitions and the formalization of In-house property management and strategic acquisitions.
2020
Professional Team Alignment
Focused on building a first-in-class professional team to provide institutional-grade oversight and transparent partner reporting.
2024
$300M Milestone
Successfully Surpassed $300 million in total career transaction volume.
2026
Strategic Innovation
Expansion into high-demand Texas markets, focusing on assets with a durable advantage and consistent quarterly distributions
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about us
01.
Value-Add Acquisitions
We identify underperforming multifamily assets in high-growth San Diego corridors and “remanufacture” their value through strategic renovations and institutional management.
02.
Forced Appreciation
We work with both investors and developers to create landmarks that make an impact.
03.
Investor-First Alignment
We prioritize capital preservation and transparency. Our vertically integrated model ensures we control costs directly, maximizing the 65/35 profit split for our Limited Partners.
So far I have invested in two offerings and Holdfolio is delivering consistent returns in the 8% to 10% annual range. The customer support and responsiveness to my questions have been superb and make me feel at ease with my decision to continue investing with Holdfolio, I look forward to continuing building our relationship!”
“The investing process was simple and straightforward and I was pleasantly surprised at the amount of personal contact and support with questions I received from the team. I was expecting to be working with an employee mostly but actually spoke with the owner, Jacob, on most occasions. That made me trust the process even further since I’m not dealing with a giant machine of a company. It made the process authentic.”
“I have had major investments in place with Holdfolio for over 5 years. My investments have done very well, and the thoroughness of the operation is impressive. They utilize top professional and legal experts to assure the business is compliant with the most recent regulatory standards for the industry. This helps protect my investment, and we plan to make more investments in the future.”
“I would just like to say that my wife and I met with Jacob and his business partner when we went out to Indiana to look at investing in some cash flow properties there. We had a great experience with them. They outlined their investing program and it looked really solid. They also gave us some tips on some areas that are more preferable to invest in and some that we may want to steer clear of. They spent over an hour with us. So I just want to thank them and to let everyone know they are the real deal and that I wish them a ton of success.”
