Institutional Real Estate Investment Platform
Real Estate
Built on Discipline.
Apex Forge Capital develops and invests in residential and high-luxury real estate across select U.S. markets, operating with a long-term stewardship mindset, defined by conservative underwriting, disciplined execution, and capital preservation.
What we do?
Apex Forge Capital is a real estate investment and asset management firm focused exclusively on residential and high-luxury assets in select U.S. markets.
Our role is to steward capital with discipline—through careful acquisition, conservative underwriting, and active execution. We pursue opportunities where long-term value is created through thoughtful design, operational improvement, and disciplined decision-making, not financial engineering.
We remain selective by design. Each investment is evaluated independently, with capital preservation as the priority and long-term durability as the objective.
Our Investment Thesis
We steward capital through disciplined acquisition, conservative underwriting, and hands-on execution.
We invest in residential and high-luxury real estate in select U.S. markets built on durable fundamentals. Each investment is evaluated independently, structured deliberately, and managed with capital preservation as the starting point—not an afterthought.
Our approach integrates selective allocation, hands-on operational oversight, and a long-term perspective — each opportunity fully underwritten before capital is committed.
Experience Applied
Our perspective is shaped by direct experience: disciplined acquisition, thoughtful renovation, and long-term operational oversight across multiple cycles. This history does not define us, but it refines how we assess and execute opportunities today.
This experience informs how we evaluate opportunities today, guiding decisions with clarity, restraint, and long-term perspective.
The residences shown below represent operating and renovation experience developed over multiple market cycles.
They reflect disciplined acquisition, scope-controlled renovation, and long-term stabilization—applied consistently to protect capital and compound value through changing environments.
Crab Orchard Road | Houston
Pre-Execution Condition
Executed Outcome
Pre-Execution Condition
Executed Outcome
Pre-Execution Condition
Executed Outcome
Single-Family Residential
Acquired within a defined valuation range and repositioned through a full-scope renovation.
Execution expanded usable square footage and materially improved market positioning, resulting in a successful disposition above basis.
Carolcrest Drive | Houston
Pre-Execution Condition
Pre-Execution Condition
Executed Outcome
Pre-Execution Condition
Executed Outcome
Executed Outcome
Single-Family Residential
Opportunity identified below prevailing market values within a submarket supported by durable demand fundamentals.
The asset was comprehensively redeveloped and repositioned, resulting in a materially higher market valuation upon completion.
New Caney, Tx
Single-Family Residential
Targeted acquisition · Renovation aligned with underwriting · Long-term stabilization
Executed within a conservative underwriting and return framework.
Katy, Tx
Single-Family Residential
Acquired below market value within a defined valuation range, supported by local demand fundamentals and replacement cost discipline.
Renovation executed with scope control and stabilized through long-term tenancy and operational oversight, consistent with underwriting assumptions and capital preservation priorities.
The properties that follow represent capital actively deployed under defined mandates, applying the same underwriting discipline, execution standards, and risk controls.
The operating experience above informs our approach to capital deployment today — applying disciplined underwriting and execution standards across multiple structures and opportunity sets.
Our platform is designed to operate across opportunity sizes and structures, scaling selectively where fundamentals, control, and execution alignment justify it.
La Marque, Tx
Single-Family Residential
Opportunity identified at a discount to intrinsic value in a market supported by durable demand drivers and long-term regional growth.
Renovation and stabilization executed with downside protection prioritized throughout the hold period, reinforcing disciplined capital deployment and risk-adjusted positioning.
Our Management Team
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FounderWith over 17 years of experience in the Financial Services, including Capital and Debt Markets, Real Estate Investment, and Private Equity. Proven track record in Asset and Investment Management managing over +US$250M of AUM, specializing in high-net-worth portfolios and investment funds.
Ana excels in developing and implementing strategic plans to drive growth and achieve long-term objectives within the real estate market.
Industrial Engineer from Universidad Iberoamericana
MBA & MFin Hult International Business School
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FounderManuel has over 20 years of experience in construction, project management, and business development, with over +$50M worth of asset acquisition and management experience. Prior to Real Estate, Manuel oversaw diverse infrastructure projects across the United States, Mexico, and Peru for construction companies such as ICA, Rizzani de Eccher, and Balfour Beatty USA. With his strong construction background and extensive experience in investment analysis and financing, Manuel brings a diverse perspective and invaluable expertise to every real estate transaction.
Civil Engineer from Universidad Regiomontana
MBA & MFin from Hult International Business School
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Partner - Chief Marketing Officer
Rodrigo brings over 20 years of experience in sales leadership and strategic marketing, with a deep focus on real estate and capital-driven businesses. At Apex Forge Capital, he leads brand positioning, investor communication, and go-to-market strategy—ensuring each project is clearly articulated, properly positioned, and aligned with institutional expectations. His role centers on building disciplined sales systems, strengthening market perception, and translating complex investment theses into clear, compelling narratives.
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AdvisorGiovanni has been in the real estate industry over the past 15 years, investing in single-family, multi-family, and commercial real estate since 2008.
He has engaged in active and passive investments adding to more than 1,500 units, successfully navigating over 400 real estate transactions.
Giovanni has a degree in Mechanical Engineering from Universidad Pontificia Bolivariana, and an MBA from The University of Houston.
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Partner - Development StrategyFormer Executive Vice President at ICA
30+ years leading major construction and infrastructure programs Provides strategic oversight for complex development planning and execution.
Contact
For institutional and private investors:
info@apexforgecapital.com