At Beckett Industries, we work across real estate, venture/growth equity, and private equity to support property owners, founders, and business owners at all stages of their journey:

• Real Estate: We partner with property owners to unlock the full potential of their assets. Whether you’re exploring redevelopment, optimizing current use, or planning a new multifamily or mixed-use project, our expertise in design, sustainability, and financial structuring ensures your vision becomes a thriving, high-performing asset.
• Venture/Growth Equity: For founders, we provide growth capital and strategic guidance to scale businesses sustainably. We specialize in capital-efficient companies ready to accelerate operations, expand into new markets, and refine their business models.
• Private Equity: We collaborate with business owners navigating growth, restructuring, or succession. Our tailored solutions address operational inefficiencies, drive profitability, and position companies for long-term success.

Early engagement allows us to align strategies, tailor solutions, and deliver measurable value, no matter your starting point.

It’s never too early to start the conversation with us. Early engagement leads to better outcomes by allowing us to assess potential, align strategies, and navigate critical planning phases. For property owners, discussing redevelopment or market positioning early provides the opportunity to refine design philosophies and tackle key pre-development stages. Founders in the ideation or pre-growth phase benefit from our operational expertise and capital support, enabling scalable growth strategies from the outset. Similarly, for business owners considering growth, turnarounds, or recapitalization, early discussions give us the insight needed to craft sustainable, impactful strategies.

No matter where you are in your journey, reaching out early allows us to tailor our approach to your unique goals and set a strong foundation for long-term success. At Beckett Industries, we’re committed to partnering with you from the beginning to ensure every opportunity reaches its full potential.

The right time to engage with Beckett Industries often depends on your specific stage and needs, but starting earlier ensures you’re fully prepared to capitalize on opportunities. In real estate, early collaboration during redevelopment, land acquisition, or property optimization allows us to align strategies, secure financing, and navigate pre-construction complexities. For venture and growth equity, businesses gaining traction and ready to scale can benefit from our expertise in refining strategies, optimizing operations, and preparing for the next stage of expansion. Similarly, for private equity, if your business is poised for transition—whether through operational improvements, recapitalization, or strategic growth—our team brings the expertise and resources to unlock long-term value.

Whatever your goals, beginning the process early with Beckett Industries ensures you’re well-positioned to execute with confidence and achieve lasting success.

We understand that timing is everything when it comes to investment and development success. Our team leverages deep expertise, data-driven insights, and a proactive approach to market analysis to align your goals with the right opportunities. In real estate, we monitor cycles, regional demand shifts, and emerging trends to identify the best moments for acquisition, redevelopment, or new construction, ensuring your property’s potential is fully realized. For venture and growth equity, we evaluate funding environments and sector-specific trends to help founders raise capital at the most advantageous time, balancing valuation and investor interest. In private equity, we assess economic indicators, industry dynamics, and operational readiness to pinpoint the ideal timing for transformative moves such as growth strategies or business transitions.

By combining robust market intelligence with a deep understanding of your unique circumstances, we position you to seize opportunities that drive meaningful and lasting impact.

Absolutely. At Beckett Industries, we view investment as a collaborative journey and are committed to building enduring partnerships that evolve with your needs. In real estate, we support multi-phase developments, such as large-scale mixed-use or multifamily projects, through every stage—from pre-development to stabilization and beyond. Our team helps navigate zoning, design, financing, and construction to ensure seamless execution across all phases. For venture and growth equity, founders with long-term growth plans benefit from our ongoing strategic guidance and access to resources. We remain actively involved post-investment, helping scale operations sustainably and preparing for future funding rounds or market expansions. In private equity, we provide steady support for businesses undergoing multi-year transformations, driving operational improvements, scaling efficiently, and navigating market shifts to sustain and create lasting value.

Whether it’s a phased real estate development or a multi-stage growth strategy, we are dedicated to seeing every project through to its fullest potential.

Our investments are focused on opportunities in the lower middle market, where we can create meaningful value and drive transformative results.

• Real Estate: We target multifamily and mixed-use developments, particularly urban infill projects with a minimum of 150 units. These properties are typically located in primary, secondary, or emerging tertiary markets, where we can enhance value through sustainable design, efficient layouts, and community-centric development.
• Venture/Growth Equity: We partner with capital-efficient companies generating $5M–$100M in annual revenue. These businesses demonstrate proven growth, sustainable margins, and clear scalability potential across sectors such as CPG, technology, and business services.
• Private Equity: We invest in businesses with $10M–$100M in revenue that possess scalable models and significant growth potential. Our focus includes roll-ups, carve-outs, turnarounds, and underperforming businesses where our operational expertise can drive success.

We focus on three primary asset classes, each supported by deep sector expertise:

• Real Estate: Multifamily housing and mixed-use developments, emphasizing sustainable design and community impact.
• Venture/Growth Equity: Consumer Packaged Goods (CPG), technology, and business services, where we see strong innovation and scalability opportunities.
• Private Equity: While we are industry-agnostic, we excel in sectors such as manufacturing, distribution, and professional services, particularly where operational efficiencies and strategic growth can unlock value.

This diverse focus allows us to adapt to unique opportunities while leveraging our expertise to deliver exceptional outcomes.

Our primary geographic focus is the Midwest, where we have established deep relationships and a strong understanding of the market dynamics. We value the collaborative spirit and shared values of Midwest property owners, founders, and business owners.

However, we are not limited by geography. For promising opportunities, we actively explore investments in primary, secondary, and emerging tertiary markets across the U.S. Our flexibility enables us to align our expertise with market trends and growth opportunities.

Beckett Industries is distinguished by its ability to seamlessly combine operational expertise with a partnership-first approach, creating synergies across all investment platforms—real estate, venture/growth equity, and private equity—and with all stakeholders, including property owners, founders, and LPs.

• Hands-On Involvement: We go beyond capital investment, actively engaging with portfolio companies and properties to provide tailored strategic guidance, operational insights, and hands-on support. In real estate, this means navigating pre-development complexities, aligning design philosophies, and overseeing project execution. For venture and growth equity, we help founders refine strategies and scale their businesses efficiently. In private equity, we work closely with leadership teams to implement operational improvements and execute transformative strategies, ensuring every opportunity reaches its full potential.
• Midwest Values: Integrity, collaboration, and resilience form the foundation of our approach. Rooted in these principles, we build genuine, lasting relationships with property owners, founders, and LPs. This shared alignment fosters mutual trust and success, reflecting the values that drive our commitment to excellence across all investment platforms.
• Proven Expertise: Our team’s decades of experience span industries, asset classes, and market cycles. In real estate, we leverage innovative development strategies to maximize property value and community impact. For venture/growth equity, we bring expertise in scaling businesses and expanding market reach. In private equity, we focus on operational efficiencies, growth initiatives, and unlocking long-term value. This adaptability enables us to navigate challenges and deliver exceptional results.
• Synergies Across Investment Platforms: Operating at the intersection of real estate, venture, and private equity allows us to unlock unique value for stakeholders. Property owners benefit from our private equity expertise to optimize financial structures and project execution. Founders gain access to LP networks that open doors to capital, strategic partnerships, and customer growth. LPs enjoy diverse, mission-aligned opportunities tailored to their goals, creating greater impact and enduring value across our portfolio.

Wee don’t just invest—we partner, build, and grow. Our commitment to collaboration, innovation, and excellence ensures that every investment becomes a foundation for long-term success.

We believe in creating value that extends beyond financial returns. At Beckett Industries, our investments are guided by a mission to build sustainable, impactful, and enduring businesses and properties. In real estate, we prioritize developments that enhance communities, reduce environmental impact, and drive economic growth. Through venture and growth equity, we support founders building innovative companies that solve meaningful problems and create lasting value. In private equity, we help transform businesses into industry leaders, fostering growth, job creation, and long-term stability.

By aligning our investments with purpose, we strive to deliver outcomes that benefit all stakeholders—partners, communities, and investors alike.

Our evaluation process is both rigorous and collaborative.

• Real Estate: We assess market dynamics, property potential, and development feasibility, considering factors like location, design efficiency, and community impact.
• Venture/Growth Equity: We analyze business models, financial metrics, team strength, and market positioning to identify companies poised for sustainable growth.
• Private Equity: We focus on operational efficiencies, scalability, and growth potential, targeting opportunities where our hands-on expertise can create transformative results.

We work closely with property owners, founders, and business owners to ensure alignment in vision, values, and strategy, creating partnerships built on trust and mutual success

While financial performance is an important component of our evaluation process, it is not the sole determinant of our decisions. In real estate, we prioritize market potential, development opportunities, and strategic fit over historical performance, focusing on creating value through redevelopment or optimization. For venture and growth equity, we emphasize growth potential, scalability, and sustainable margins rather than a flawless financial track record, particularly for bootstrapped or early-stage companies. In private equity, financial metrics provide a foundation for assessing opportunities, but our primary focus is on unlocking future value through operational improvements and strategic growth.

This holistic approach allows us to identify investments with strong long-term potential, even if current performance is not yet ideal.

The timeline depends on the complexity of the opportunity and the readiness of the business or project. On average:

• Real Estate: Investment decisions can take 6–12 weeks, depending on due diligence, property evaluation, and market analysis.
• Venture/Growth Equity: For early-stage companies, we aim to make decisions within 4–8 weeks, provided financial models and business plans are well-prepared.
• Private Equity: More complex deals, such as turnarounds or recapitalizations, may take 8–12 weeks as we conduct thorough operational and financial assessments.

We prioritize transparency and collaboration throughout the process, ensuring timely communication and clear next steps.

Absolutely. We believe that shared vision and aligned values are critical to the success of any investment. In real estate, we partner with property owners who prioritize sustainability, community impact, and innovative design. For venture and growth equity, we seek founders who demonstrate a strong commitment to their mission, a deep understanding of their market, and the ability to lead with integrity. In private equity, we work with leadership teams that embrace collaboration, accountability, and growth-oriented strategies to drive long-term value.

Our decisions are guided by the belief that people are as important as the numbers, and alignment in vision and values creates the foundation for enduring success.

Not every opportunity will be the right fit, but we are committed to providing value regardless. If a deal doesn’t align with our criteria, we offer constructive feedback to help refine your strategy or identify areas for improvement. When possible, we leverage our network to connect you with alternative resources or partners better suited to your goals. Even if we don’t proceed with an investment, our goal is to ensure that every conversation leads to a positive and productive outcome.

Our investment process is collaborative, structured, and tailored to meet the unique needs of each opportunity. We approach every investment with a focus on alignment, due diligence, and value creation:

• Real Estate: We begin by evaluating market dynamics, property potential, and development feasibility. This includes zoning reviews, financial modeling, and community impact assessments. Once a project is selected, we work closely with property owners to manage every phase, from pre-development to construction and stabilization.
• Venture/Growth Equity: For founders, our process starts with understanding your business model, team dynamics, and growth potential. We conduct in-depth financial and market analysis to ensure a strong foundation for scaling. Post-investment, we remain actively involved to guide strategic decisions and unlock growth.
• Private Equity: Our process includes identifying operational inefficiencies, analyzing financial performance, and crafting a strategic plan for growth or turnaround. We work closely with leadership teams to implement changes and drive measurable results.

The timeline and specific steps vary by asset class, but our commitment to transparency, collaboration, and excellence remains consistent.

Our due diligence process is thorough and customized for each investment platform:

• Real Estate: We assess site viability, financial feasibility, and market demand. This includes property inspections, legal and zoning reviews, and environmental impact studies to ensure the project aligns with our strategic goals.
• Venture/Growth Equity: We evaluate the company’s business model, market positioning, team capability, and financial performance. Our goal is to identify not only risks but also opportunities to create value.
• Private Equity: We conduct operational, financial, and competitive analysis to uncover inefficiencies and areas for growth. This deep dive ensures we have a clear understanding of the business and its potential.

Our diligence is designed to uncover the full picture, enabling us to make informed decisions and align strategies with stakeholders.

SPVs (Special Purpose Vehicles) are a key part of our investment strategy, allowing us to tailor each investment to its unique opportunity while providing flexibility for our LPs:

• Real Estate: SPVs enable us to structure investments for individual projects, ensuring targeted capital allocation and transparent returns for our partners.
• Venture/Growth Equity: For founders, SPVs provide a focused and flexible approach to raising capital while aligning interests between investors and the company.
• Private Equity: We use SPVs to isolate and manage investments in specific businesses, providing clarity and accountability for all stakeholders.

By operating on a deal-by-deal basis, we offer LPs greater control and transparency while ensuring alignment with the specific needs of each investment.

Our commitment doesn’t end with the initial investment—we pride ourselves on being active and engaged partners throughout the journey. In real estate, we remain involved across the entire development lifecycle, providing support with project management, tenant acquisition, and long-term value creation strategies. For venture and growth equity, founders can rely on hands-on guidance in hiring, scaling operations, expanding into new markets, and raising follow-on capital. In private equity, we work closely with leadership teams to implement operational improvements, drive growth initiatives, and prepare for future liquidity events or strategic transitions. Our post-investment approach is tailored to each asset class, ensuring we provide the right level of support to maximize success and achieve enduring outcomes.

The timeline varies depending on the complexity of the investment:

• Real Estate: Decisions typically take 6–12 weeks, factoring in due diligence, market assessments, and deal structuring.
• Venture/Growth Equity: For early-stage companies, our timeline is often 4–8 weeks, provided the necessary materials are well-prepared.
• Private Equity: Complex deals such as turnarounds or recapitalizations may require 8–12 weeks to ensure thorough analysis and alignment.

We prioritize transparency and communication throughout the process, keeping all stakeholders informed and aligned.

For projects or businesses that evolve over multiple stages, we maintain a consistent and active partnership:

• Real Estate: From land acquisition to stabilization, we assist with financing, design, construction, and management to ensure every phase is executed seamlessly.
• Venture/Growth Equity: As businesses grow, we provide ongoing strategic guidance and access to resources for scaling, raising additional capital, and navigating new markets.
• Private Equity: For multi-year transformations, we remain engaged to guide operational improvements, monitor progress, and adapt strategies to evolving market conditions.

Our long-term commitment ensures every deal achieves its full potential across all stages.

Our investment sizes are tailored to the unique needs of each opportunity:

• Real Estate: We typically invest $3M–$15M in equity per project, focusing on developments that demonstrate strong potential for community impact and financial returns.
• Venture/Growth Equity: Our investments range from $500k–$1M, targeted toward scaling capital-efficient companies with proven growth and sustainable margins.
• Private Equity: For businesses, we deploy $5M–$20M per deal, emphasizing opportunities for operational improvements, scalability, and transformative growth.

These ranges ensure we have the flexibility to support a variety of projects and businesses while maintaining a focus on impactful, value-driven investments.

Our approach to ownership is flexible and designed to align with the needs of each opportunity:

• Real Estate: We often structure investments with preferred equity or joint venture agreements, ensuring alignment with property owners while maximizing value creation.
• Venture/Growth Equity: We typically aim for minority stakes, targeting 5%–10% equity. However, our primary focus is on strategic alignment rather than strict ownership thresholds.
• Private Equity: While we prefer majority ownership to drive operational improvements and strategic initiatives, we are open to minority stakes where we can maintain meaningful influence.

This flexibility allows us to tailor solutions that benefit all stakeholders while maintaining focus on long-term success.

Yes, we often take a leadership role to ensure projects and investments are executed with precision:

• Real Estate: We lead developments by coordinating financing, design, construction, and management, ensuring seamless execution from start to finish.
• Venture/Growth Equity: We typically like to follow, but will co-lead and lead if necessary. We provide operational support, strategic guidance, and access to our extensive network of LPs and partners.
• Private Equity: When leading investments, we work closely with leadership teams to define strategic priorities, implement operational changes, and drive growth initiatives.

Our leadership role is always collaborative, designed to align with the goals of property owners, founders, and business owners.

Yes, our fee structure is designed to reflect the operational and strategic value we provide:

• Real Estate: We may include development management fees, asset management fees, or profit-sharing agreements, depending on the scope and structure of the project.
• Venture/Growth Equity: Fees are generally built into SPVs, including a 2% closing fee and a 20% carry on returns.
• Private Equity: Management fees are typically structured as a percentage of deployed capital, with carry based on the investment’s performance.

These fees ensure we maintain a high level of engagement and deliver exceptional outcomes for our partners and stakeholders.

At Beckett Industries, we are more than investors—we are mission-aligned partners committed to “doing well by doing good.” Our hands-on support is tailored to drive value creation while fostering positive impact:

• Real Estate: We work with property owners to transform underutilized spaces into thriving, sustainable developments. Our approach emphasizes community engagement, efficient design, and long-term value creation, ensuring each project aligns with broader social and environmental goals.
• Venture/Growth Equity: For founders, we provide not just capital but strategic guidance and operational expertise to scale businesses that solve meaningful problems and create enduring value.
• Private Equity: We collaborate with leadership teams to drive operational improvements, unlock growth potential, and ensure businesses are positioned to deliver both financial success and broader societal benefits.

Our commitment to making a difference means we align our resources, strategies, and relationships to achieve measurable outcomes that benefit all stakeholders.

Growth at Beckett Industries is about more than financial returns—it’s about creating a lasting legacy of impact.

• Real Estate: We focus on projects that enhance communities through sustainable design and thoughtful development. By engaging with local stakeholders and prioritizing walkability and community-centered features, we ensure our developments contribute to the well-being of those they serve.
• Venture/Growth Equity: We partner with mission-driven founders to scale businesses that not only grow profitably but also make a positive difference in their industries and communities.
• Private Equity: We support businesses in driving operational efficiencies, creating jobs, and fostering resilience, ensuring long-term success for both the company and its stakeholders.

Our mission-aligned approach ensures that growth is not just about “what we achieve” but also “how we achieve it.”

Yes, and our governance is guided by our commitment to integrity, collaboration, and impact.

• Real Estate: We actively oversee projects to ensure that design, construction, and operations align with our values of sustainability and community enhancement.
• Venture/Growth Equity: As board members or advisors, we provide mission-aligned founders with strategic guidance, operational insights, and access to resources to help achieve their vision.
• Private Equity: We work closely with leadership teams to implement governance structures that drive accountability, strategic growth, and lasting value for all stakeholders.

Our active involvement ensures alignment with our shared mission of creating financial and societal impact.

Talent is the cornerstone of every successful venture, and we are dedicated to helping our partners build high-performing teams aligned with their mission. In venture and growth equity, we work closely with founders to identify and onboard mission-driven talent, such as executive leaders and functional experts, to support their scaling efforts. For private equity, we collaborate with businesses to strengthen leadership teams that are committed to growth, operational excellence, and creating positive impact. While less relevant for real estate, we do assist property owners in assembling top-tier development teams, including architects, contractors, and property managers, to ensure projects are executed with precision and purpose. Our talent acquisition strategy is deeply rooted in aligning team capabilities with long-term success and shared values

Working with Beckett Industries means partnering with a firm that is deeply committed to building value in ways that benefit all stakeholders:

• We prioritize long-term success over short-term gains, focusing on projects and businesses that leave a lasting, positive legacy.
• Our investments are designed to align financial outcomes with societal impact, ensuring that doing well and doing good are one and the same.
• We actively engage with property owners, founders, and business leaders to ensure that every decision reflects our shared commitment to creating value with integrity.

When you work with us, you can trust that we are equally invested in your success and in the greater good.

Real Estate
We transform underutilized properties into high-performing, sustainable assets through walkable, urban infill developments. Often in partnership with the Catholic Church, we target 150+ unit projects in secondary and emerging tertiary markets, emphasizing sustainability, efficient design, and long-term community value.

Venture Capital
We invest $250K–$2M in capital-efficient CPG, B2B software, and service companies with $1M–$100M in revenue. Our approach combines flexible capital with hands-on strategic guidance to help bootstrapped entrepreneurs scale sustainably.

Private Equity
We take a flexible, opportunistic approach—investing $5M–$20M in companies with $10M–$100M in revenue. We focus on roll-ups, carve-outs, and turnarounds, transforming underperforming businesses into scalable, high-performing enterprises.

Private Debt
We offer flexible, non-dilutive credit solutions tailored to the needs of lower-middle-market businesses and real estate sponsors. Our structured debt products—ranging from $1M to $25M—include first-lien, mezzanine, and unitranche financing designed to support growth, acquisitions, or recapitalizations. With a focus on speed, creativity, and downside protection, we partner with founders and operators to provide capital that fuels momentum without giving up control.

While our primary focus is on the U.S., particularly the Midwest, we remain open to international opportunities that align with our mission-driven philosophy and investment criteria. For global projects, especially in real estate or venture, we collaborate with trusted partners to ensure alignment and success.

Our philosophy is rooted in “doing well by doing good.” We aim to create lasting value by combining operational expertise, mission alignment, and a partnership-first approach. Across all three platforms, we focus on opportunities that balance financial returns with meaningful societal and environmental impact.

We stand out due to its multidisciplinary expertise across real estate, venture, and private equity. We combine a mission-driven philosophy, hands-on operational involvement, and a collaborative approach to deliver exceptional results. Our ability to align financial success with sustainable impact ensures that we build enduring value for all stakeholders.

We partner with a diverse mix of Limited Partners (LPs), including institutional investors, family offices, and individuals, who share our vision and values. If you’re interested in exploring investment opportunities across our platforms, please visit our contact page to start the conversation. We look forward to aligning our expertise and resources with your goals.