Know Your Worth.
Add To 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
UNDERSTAND THE ASSET
Every investment begins with understanding its fundamentals. We evaluate market positioning, operational performance, and underlying value to identify opportunities others may overlook.
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02
THINK BEYOND THE TRANSACTION
We combine market intelligence, financial analysis, and strategic insight to guide decisions that create value beyond the initial acquisition or sale.
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03
PROTECT WHAT YOU BUILD
Building wealth is only part of the equation. Through CRE advisory and tailored insurance solutions, we help clients navigate risk preserve value, and position assets for long-term success.
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
Beyond Investments Knowledge & Connection.
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