About Us

Holdfolio has a unique model whereby we use our own capital to invest in private real estate deals across the United States and we publish these investments to allow investors to invest with us. Since being founded in 2014, Holdfolio’s investors have earned an average annualized return of 22.03% across 149 successful full-cycle assets.

Holdfolio's Benefits

We have access to the very best deals.

We have placed hundreds of investments over the past decade and have direct access to some of the very best deal sponsors in the country. Due to their incredible success, most of these sponsors don’t need capital from new investors, instead, Holdfolio will reserve our spot which gives investors exclusive access. 

We invest with you.

Holdfolio’s single largest investor is itself. Since we are investing in these deals alongside our investors, we have a very high degree of alignment. Our investors benefit from our proactive, hands-on approach to managing our investment portfolio. 

Quality over quantity.

A boutique investment firm that focuses on quality over quantity. We invest in only one deal per month on average and consider hundreds of investment opportunities each year. Unlike most investing platforms, we’re not incentivized to do more deals.

Very low fees

Holdfolio’s standard fee is a one-time fee of 2.5% which is paid at the time you place an investment. This saves investors $7,500 on a $100,000 investment over 5 years when compared to the average fee of 2% per year.

Results

Our success hinges on our ability to make good investments. To date, Holdfolio’s investors have earned an average annualized return of 22.03%

Our success hinges on our ability to make good investments.

Invest Smarter, Grow Faster with Holdfolio

Our Story

Originally from Reno, Nevada, Jacob began his real estate career in 2010 as a sophomore at the University of Nevada, Reno, when he bought and sold his first two residential “fix and flip” properties in Southern California.

In 2014 Jacob founded Holdfolio and by the end of 2019, Holdfolio had amassed a rental portfolio of 141 single-family homes and 412 apartment units. At this time Holdfolio was fully vertically integrated, meaning they were operating every aspect of the investment cycle which included acquisitions, procuring bank loans, raising capital from investors, running a full-service property management company, a licensed construction company, and performing their own asset management.

Fueled by low interest rates and strong rent growth, real estate values increased steadily and dramatically between 2010 and 2020, and by early 2020 Holdfolio could not pay as much as other firms on new acquisitions. Jacob took this as an opportunity to sell all of Holdfolio’s holdings and pivot the business model to see more deal flow and invest with much larger and more experienced firms, which is how Holdfolio operates today. The following factors support this new way of doing business:

Founder & CEO

Access to New Markets and Asset Types

By partnering with other sponsors, Holdfolio expanded its investment reach, gaining access to diverse geographies and asset classes.

Elite Sponsor Partnerships 

Holdfolio now invests alongside elite sponsors who have been operating for decades, benefiting from their larger scale and efficiency.

Investor Alignment 

Holdfolio invests its own capital alongside investors and only takes a small profit share if the deal achieves double-digit returns.

Capital Deployment 

After selling all of Holdfolio’s previous holdings, Jacob sought to reinvest the significant capital into private real estate deals.

Opening Investments to Investors 

Since Jacob was already conducting due diligence for his own investments, he opened these opportunities to Holdfolio’s investor base to invest alongside him.

Leverage Experience 

With his experience running Holdfolio as a fully integrated firm, Jacob is well-positioned to select top-tier investments for future success.

Our Track Record

Known as an early pioneer in online real estate investing, Holdfolio has been making excellent investments for more than a decade.

Portfolio Value
$ 0 B
FULL CYCLE ASSETS
0
ANNUALIZED INVESTOR RETURN*
0 %

*The performance of our investments in the past does not guarantee that they will be successful in the future. More information about our track record is available to registered users.

Our Partners

We partner with real estate sponsors that allow Holdfolio and its investor base premier access to exclusive investment opportunities. Our real estate sponsors are in charge of finding, acquiring, and managing the real estate property on behalf of the partnership and have extensive experience investing and managing in their target markets. After one of our sponsor partners has identified an attractive investment opportunity, we perform additional due diligence and then present it to our investors who can choose to partner with us via syndication.

Managing Partner

Managing Partner

Company Values

  • We Delight Our Investors

    We offer incredible investments and provide best-in-class service in an honest and transparent manner.

  • We Invest in the Best Deals

    Through extensive networking, fine-tuned underwriting, and domain expertise we make excellent investments.

  • We Take Proactive Ownership

    We anticipate problems, develop solutions, and ask for help when needed. We are committed to our role and take initiative to move the needle forward.

  • Quality

     Through extensive networking, fine-tuned underwriting, and domain expertise we make excellent investments.

  • Ownership

    We are committed to our role, anticipate problems, develop solutions, and take initiative.

  • Service

    We serve our investors and colleagues by putting them above ourselves and treating them with genuine care and respect in an honest and transparent manner.

Reviews

  • Jonathon Tichy

    Attorney, Professor, avid skier, and longtime Holdfolio investor.

Here's What Our Clients Say

“What has really impressed me has been the responsiveness to all questions and to answering them directly and frankly.  Some other companies don’t even respond to my emails asking questions… I also like that the founder is an entrepreneur in other areas.  I think the founder has the magic touch, frankly, and that he has a lot to lose by mistreating investors.”

~ Thomas J.

“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.”

~ Harry L.

“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.”

~ David S.

“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!”

~ Jared T.

“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.”

~ Christina W.