Company lists · Data refreshed September 2026

Top 25 Senior housing investment firms based in Charlotte, United States

Name: Senior housing investment firms based in Charlotte, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 14, 2026 66 companies tracked

RevenueBase identified 66 senior housing investment firms headquartered in Charlotte, United States as of September 2026 and tracks 1,635 professional contacts across them, including 625 with verified work emails. Across the United States, New York is the largest hub for this category (368 companies); Charlotte has 66.

This list covers senior housing investment firms headquartered in Charlotte, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 14, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 14, 2026 86% judged on-target in blind review

66Companies

1,635Contacts tracked

625Verified emails

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The 25 largest senior housing investment firms based in Charlotte, United States

Ranked by team size

Top 25 of 66 senior housing investment firms based in Charlotte, United States, ranked by team size, largest first. Data refreshed Sep 14, 2026. RevenueBase Smart Search rates how each company's information relates to senior housing investment firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Quarterra	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 14, 2026	51-200	374 contacts →
	Partial evidence “Quarterra is a real estate investment firm focused on creating long-term value through the development of high-quality multifamily communities nationwide.” Source: RevenueBase Database · checked Sep 14, 2026
2	Crescent Communities	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 14, 2026	201-500	281 contacts →
	Indirect evidence “Crescent Communities is a nationally recognized, market-leading real estate investor, developer, and operator of mixed-use "communities." We create high-quality, differentiated…” Source: RevenueBase Database · checked Sep 14, 2026
3	Grubb Properties	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 14, 2026	201-500	240 contacts →
	Partial evidence “Grubb Properties, founded in 1963, is a vertically integrated real estate company focused on Essential Housing through its Link Apartments℠ brand.” Source: RevenueBase Database · checked Sep 14, 2026
4	Terrabella Senior Living	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 14, 2026	51-200	235 contacts →
	Partial evidence “For superior comfort, convenience and an overall lifestyle that’s everything you or your loved one wants it to be, choose TerraBella Senior Living.” Source: RevenueBase Database · checked Sep 14, 2026
5	Regency Retirement Village	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 14, 2026	51-200	104 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 14, 2026
6	Maxwell Group, INC	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 14, 2026	11-50	68 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 14, 2026
7	Synco Properties, INC	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 14, 2026	51-200	39 contacts →
	Indirect evidence “Founded in 1971, SYNCO Properties Inc.” Source: RevenueBase Database · checked Sep 14, 2026
8	NEW Forum	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 14, 2026	51-200	31 contacts →
	Partial evidence “Based in Charlotte, New Forum is a real estate development, management and operating firm with a portfolio that includes senior living, hospitality, multi-family, commercial…” Source: RevenueBase Database · checked Sep 14, 2026
9	FCA Partners	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 14, 2026	11-50	19 contacts →
	Partial evidence “FCA Partners is a real estate investment management company that pursues commercial real estate investment opportunities in high-growth markets on behalf of institutional capital.” Source: RevenueBase Database · checked Sep 14, 2026
10	Capstone Companies	Strong evidence	Charlotte, NC, United StatesHQ checked Sep 14, 2026	51-200	16 contacts →
	Strong evidence “Capstone is a nationwide leader in multi-housing investment sales and services.” Source: RevenueBase Database · checked Sep 14, 2026
11	Black Pearl Global Investments	Partial evidence	Charlotte, United StatesHQ checked Sep 14, 2026	11-50	15 contacts →
	Partial evidence “Black Pearl Global Investments is an Asset Management Firm focused on investing in healthcare.” Source: RevenueBase Database · checked Sep 14, 2026
12	Trinity Capital Advisors	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 14, 2026	11-50	14 contacts →
	Indirect evidence “Trinity Capital Advisors focuses on the acquisition and development of institutional-quality commercial real estate in the southeastern United States.” Source: RevenueBase Database · checked Sep 14, 2026
13	Valeo Groupe Americas	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 14, 2026	11-50	12 contacts →
	Partial evidence “The principals of Valeo have over 100 years of combined experience in rolling out prototypical buildings that focus on service enriched housing across a broad geography.” Source: RevenueBase Database · checked Sep 14, 2026
14	Waterstone Multi-Housing Advisors	Strong evidence	Charlotte, NC, United StatesHQ checked Sep 14, 2026	11-50	8 contacts →
	Strong evidence “Waterstone Multi-Housing Advisors is a full-service investment advisory brokerage firm focusing exclusively on the multifamily housing industry.” Source: RevenueBase Database · checked Sep 14, 2026
15	Caprock	Partial evidence	Charlotte, United StatesHQ checked Sep 14, 2026	1-10	8 contacts →
	Partial evidence “CapRock is an integrated, full-service investment company.” Source: RevenueBase Database · checked Sep 14, 2026
16	Linville Capital	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 14, 2026	1-10	7 contacts →
	Indirect evidence “Operator-led alternative asset manager specializing in affordable & conventional multifamily, real estate private equity, and public equities.” Source: RevenueBase Database · checked Sep 14, 2026
17	Prime Independent Living	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 14, 2026	51-200	7 contacts →
	Indirect evidence “Who We Are: Prime Independent Living was created to provide vibrant communities where older adults can enjoy independence, connection, and an engaging lifestyle.” Source: RevenueBase Database · checked Sep 14, 2026
18	FG Communities INC	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 14, 2026	1-10	7 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 14, 2026
19	Panorama Holdings	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 14, 2026	11-50	7 contacts →
	Partial evidence “Panorama Holdings (“Panorama”) is a woman and minority-owned real estate investment manager.” Source: RevenueBase Database · checked Sep 14, 2026
20	Cedar Square	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 14, 2026	1-10	6 contacts →
	Partial evidence “Cedar Square is a real estate private equity investment firm based in Charlotte, NC, specializing in the acquisition and development of high-quality real estate investments.” Source: RevenueBase Database · checked Sep 14, 2026
21	Sandee Road Ventures	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 14, 2026	11-50	6 contacts →
	Partial evidence “Sandee Road Ventures (SRV) is a real estate investment and development firm based in Charlotte, North Carolina, focused on expanding access to affordable, sustainable, and…” Source: RevenueBase Database · checked Sep 14, 2026
22	The Post Assisted Living	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 14, 2026	51-200	6 contacts →
	Partial evidence “The Post Assisted lIving Communities offers a boutique assisted living experience designed for comfort, dignity, and personalized care for seniors.” Source: RevenueBase Database · checked Sep 14, 2026
23	Arey Properties	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 14, 2026	1-10	5 contacts →
	Indirect evidence “For nearly 40 years, Arey Properties has shaped the places where people come together to live, work and learn.” Source: RevenueBase Database · checked Sep 14, 2026
24	Proffitt Dixon Partners, LLC	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 14, 2026	1-10	5 contacts →
	Partial evidence “Proffitt Dixon Partners is a multifamily and self-storage investment and development firm with a focus on Class-A communities in the Southeast.” Source: RevenueBase Database · checked Sep 14, 2026
25	Taylor Capital, LLC	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 14, 2026	1-10	5 contacts →
	Indirect evidence “Taylor Capital, LLC is the general partner for Dormie Equity Partners, LP.” Source: RevenueBase Database · checked Sep 14, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: senior housing investment firms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names senior housing investment firms.
Partial evidence: Its own public description names part of senior housing investment firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name senior housing investment firms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 66 senior housing investment firms based in Charlotte, United States

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Senior housing investment firms based in Charlotte, United States at a glance

As of Sep 14, 2026

38.2%Verified-email coverage

24.8Average contacts per company

1-10Median size (employees)

Sep 14, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

Email recency for this list is measured across the whole United States list rather than for Charlotte, so it is reported there. Company counts and contact totals on this page are exact for Charlotte, over 66 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among senior housing investment firms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in Charlotte, United States whose own description of what they do matches “senior housing investment firms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names senior housing investment firms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among senior housing investment firms, and records with no verified work email. Companies headquartered outside Charlotte are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 625 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 14, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Senior housing investment firms by metro in the United States

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names senior housing investment firms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many senior housing investment firms are there based in Charlotte, United States?

RevenueBase identified 66 senior housing investment firms headquartered in Charlotte, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Quarterra, headquartered in Charlotte, tops this list with the largest team on record.

Which city in the United States has the most senior housing investment firms?

New York leads the United States with 368 headquartered companies, followed by Dallas (173) and Los Angeles (156). Charlotte has 66.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 625 verified decision-maker contacts tracked across these 66 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 14, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.