Building Value. Protecting It.
An Investment Advisory and Risk Management Firm with Midwest roots and a national reach
Our mission is to deliver trusted guidance in commercial real estate investment and insurance, creating sustainable value and long-term security for our clients.
Explore Exclusive Investment Opportunities
Browse our exclusive commercial real estate investments. You’ll gain access to comprehensive deal files and one-on-one advisory to determine the right opportunity for you.
The SOHI Philosophy
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01
OPERATIONAL IMMERSION
We go beyond surface-level analysis—embedding ourselves in the day-to-day operations of hospitality and commercial real estate assets. This operational lens allows us to uncover inefficiencies, identify hidden value, and deliver performance strategies grounded in reality.
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02
STRATEGIC INTELLIGENCE
Our approach fuses institutional-level analysis with on-the-ground expertise. By tracking market cycles, capital flows, and emerging trends, we craft forward-looking strategies that keep clients ahead of disruption and positioned for long-term success.
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03
RESILIENT PERFORMANCE
We approach every investment with a balance of growth and protection—integrating brokerage, asset strategy, and insurance solutions to build portfolios that endure. We focus on safeguarding against risk and creating lasting impact that stand the test of time.
Our Services
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End-to-end support for acquisitions, dispositions, and asset strategy.
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Tailored coverage and proactive risk protection for portfolio value.
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Turnkey, brand-approved PIP and FF&E execution on budget.
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Smart capital solutions for acquisition, refinance, and growth.
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Strategic guidance to align brands, operators, and performance.
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Co-invest with us in select hospitality and CRE ventures.
Notable Transactions
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Hyatt Place | Michigan
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Fairfield Inn | Michigan
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Holiday Inn Express | Indiana
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Holiday Inn Express | Michigan
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ALF Conversion | Michigan
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Sleep Inn | Michigan
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ALF Conversion | Michigan
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Baymont Inn | Michigan
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Wingate | Illinois
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Econo Lodge | Michigan
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Resort | Michigan
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Retail | Michigan
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Specialty
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Retail | Michigan
“The essence of investment management is the management of risks, not the management of returns. Successful investing is about consistently avoiding serious mistakes.”
— Benjamin Graham
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