REAL ESTATE INVESTING
Values aligned capital for real estate owners and operators
Callis Capital has merged with Sovereign's Capital!
Since 2012 Sovereign's has been a leader in the faith-driven investing movement. The team at Sovereign’s has a mission to love God and their neighbors through investing. They seek to positively impact the leaders and companies that they invest in, and engage their limited partners in the joy of what faithful stewardship looks like - both in shaping the marketplace and seeking at-market financial returns.
Sovereigns and Callis saw an opportunity to go further and faster in pursuit of their aligned missions together. Sovereign's is able to deliver an established and growing RIA platform with institutional standards, governance and partners. Callis will bring a team of dedicated real estate professionals and a deeply rooted community of values-aligned real estate operators and investors from across the country. "Sovereign's is comprised of uniquely talented leaders, united around a common mission and vision. Ben is a leader in a new asset class that is complementary to our longstanding work in private equity. We are committed to real estate as a long-term focus, and are thrilled to have the Callis team broaden our firm's capability," added John Coleman, Managing Partner at Sovereign's.
Sovereign’s Capital Management, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. More information about Sovereign’s Capital’s investment advisory services can be found in its Form ADV Part 2, which is available upon request.
Real estate owners and operators have the ability to cultivate environments in which all people can experience authentic community, redeeming relationships, and neighborly love in the spaces they live, work, and gather. Callis was formed in early 2020 to develop a curated portfolio of performing real estate investments for a group of faith-driven investors who saw this as a unique opportunity to steward investment capital well. Through values-aligned partnerships, we invest with operators that share this desire, and together we will work towards furthering the movement of sustainable faith-driven investing.
Our Vision: A world where the built environments and businesses that surround us – through service, excellence and neighborly love – more visibly reflect God’s plan for all people.
Our Mission: To bring capital, encouragement, and thought leadership to real estate owners and operators to help reflect God’s love and generate competitive financial returns.
Callis Capital is a real estate private equity firm focused on providing equity capital to faith-driven owners and operators of real estate while seeking excellent financial returns.
We pursue equity interests in real estate assets located within the United States with an emphasis on current yield and a preference for value-add acquisition over new construction.
While not exclusively a multi-family fund, we have a concentration in this sector with strong fundamentals and a history of intentionality and demonstrated success with redemptive business plans.
We continue to walk alongside our managers to build into the knowledge base of "what is possible" in developing loving communities that care for the whole person within a real estate plan.
"Real estate is a unique platform from which to love your neighbor well. And it turns out that loving your neighbor is great for real estate values."
As of the end of 2021, Callis has constructed a portfolio with exposure to 44 properties across 13 states. The portfolio is over-weighted in the housing sector (with a focus on multi-family housing) but also has allocation into neighborhood retail and specialty-use properties. In total, the portfolio includes more than 7,500 housing units and 350,000 square feet of other commercial space.
If you (or someone you know) are a real estate owner or operator seeking values-aligned partnerships, we'd love to hear from you!