BridgeInvest Surpasses $1 Billion AUM, Expands into Central U.S. and West Coast Markets

BridgeInvest has surpassed $1 billion in assets under management, a milestone that reflects the firm's evolution into a market leader in senior-secured commercial real estate credit. According to Alex Horn, Managing Partner and Founder, this achievement demonstrates investor confidence, evidenced by a 90% limited partner reinvestment rate across five fund vintages and a 15-year track record of delivering strong risk-adjusted returns.

The firm has doubled its origination volume over the past year and expanded into the Central U.S. and West Coast markets, regions that offer portfolio diversification and attractive opportunities where traditional lenders have retreated. This expansion has been enabled by key hires, including Isaac Marcus as General Counsel and Danny Alvarez as Vice President of West Coast Originations. In the past 12 months, BridgeInvest reviewed $46 billion in deal flow and selectively invested $685 million across 18 transactions, focusing primarily on transitional bridge lending.

In today's uncertain macroeconomic environment, characterized by tariffs, shifting interest rates, and rising construction costs, BridgeInvest sees opportunities for senior-secured CRE credit. The widening funding gap, particularly for transitional assets and borrowers facing refinancing challenges, makes private capital an essential source of liquidity. The firm sources loans at SOFR + 300-650 basis points, resulting in 7-9% all-in coupons with first-lien priority and exposure well below replacement cost.

A recent transaction illustrating BridgeInvest's role in filling lending gaps involved a $21.5 million senior-secured loan on a 128-unit mixed-use project in downtown Atlanta. Traditional lenders pulled back due to delayed lease-up issues, but BridgeInvest provided tailored capital to refinance existing debt and fund reserves, TI/LCs, and closing costs, with the borrower contributing $2 million in fresh equity.

Multifamily remains a core focus for the firm, with $250 million closed across six transactions in the first half of 2025. The U.S. faces a 4.5-million-unit housing shortfall, yet supply-side pressures have pushed construction starts down nearly 70% from their 2022 peak, driving replacement costs higher and creating attractive lending opportunities. Industrial real estate also presents opportunities despite short-term oversupply, with vacancy rates rising from 3.6% in 2022 to over 7% in 2025. BridgeInvest lends at conservative leverage and below replacement cost to protect downside risk while capitalizing on long-term trends like onshoring and supply chain realignment.

Looking ahead, private credit is expected to play an increasingly central role in CRE lending, not just as an alternative to banks but as a primary capital source for sponsors navigating complex environments. BridgeInvest's expansion into new markets, including the West Coast, positions the firm to build new sponsor relationships and deploy capital selectively where volatility creates attractive entry points.