Bedrock Strategy LLC

Institutional Real Estate
Built on Solid Ground

Integrity, discipline, and precision — guiding every acquisition, every partnership, and every return we deliver for our investors.

Sunbelt
Primary Markets
AI-First
Investment Process
GP-Led
Fund Structure

Real Estate Private Equity
Driven by Fundamentals

Bedrock Strategy LLC is a real estate private equity firm serving as General Partner for the Bedrock Real Estate Fund. The firm focuses on the acquisition and management of institutional-grade multifamily and retail assets across the Sunbelt states.


Where demographic expansion, job growth, and favorable economic conditions continue to drive sustainable demand — that is where Bedrock operates. While our investment thesis is rooted in U.S. growth markets, we opportunistically evaluate select global transactions that meet our rigorous underwriting standards.

"Our approach combines institutional discipline with tactical agility — emphasizing downside protection, operational excellence, and targeted value creation."

Every investment is guided by a long-term vision of capital preservation and durable, risk-adjusted returns. We identify underutilized or undervalued properties, unlock their potential through strategic repositioning, and deliver consistent performance across market cycles.

Decades of Experience.
Institutional Precision.

Alex Castro — Founding Principal
Alex Castro
Founding Principal & General Partner

Alex Castro is an attorney and investment professional with a distinguished career spanning senior roles at PaineWebber and Citibank. His background bridges legal structuring, capital markets, and direct real estate investment — a combination that underpins Bedrock's disciplined approach to deal origination, underwriting, and active asset management across Sun Belt markets.

Attorney PaineWebber Citibank General Partner

The Foundation
of Every Decision

⚖️
Integrity
We operate with complete transparency — with our investors, our partners, and ourselves. Every decision is guided by a fiduciary commitment to our limited partners.
🎯
Discipline
Rigorous underwriting, conservative leverage, and systematic risk management define our approach. We do not chase yield at the expense of capital preservation.
🤝
Alignment
Our GP co-investment ensures that Bedrock's interests are fully aligned with those of our limited partners. We invest alongside you in every transaction.
📈
Performance
We are committed to delivering consistent, risk-adjusted returns that meet or exceed our target 12–15% net IRR, through both favorable and challenging market environments.
"To acquire, reposition, and operate institutional-grade real estate assets in America's highest-growth markets — generating superior risk-adjusted returns for our investors while building enduring value in the communities we serve."

AI-Enhanced Insight.
Human Judgment.

01
Market Intelligence
Proprietary data pipelines integrate demographic flows, employment trends, and supply-demand indicators across Sun Belt submarkets — surfacing opportunities before they reach the broader market.
02
Underwriting Precision
AI-assisted financial modeling enables rapid, rigorous scenario analysis — stress-testing each acquisition across interest rate, vacancy, and exit cap rate variations before committing capital.
03
Operations Intelligence
Real-time asset performance dashboards and automated variance analysis ensure management interventions are data-driven, timely, and aligned with value-creation targets at every asset.
04
Risk Management
Systematic portfolio-level risk monitoring flags concentration, duration, and liquidity exposures — enabling proactive positioning rather than reactive response to market disruption.

Sun Belt Focus.
Value-Add Discipline.

Asset Class
Multifamily
Stabilized and value-add multifamily across Texas, Florida, Georgia, the Carolinas, Tennessee, and Arizona. We target properties where capital improvements, operational enhancements, and lease-up drive measurable NOI growth.
Asset Class
Neighborhood Retail
Necessity-based retail assets anchored by durable tenancy in supply-constrained Sun Belt submarkets. We prioritize essential services, medical, and daily-needs retail with embedded repositioning potential.
Approach
Value-Add
Our value-add mandate targets stabilized or near-stabilized assets with identifiable upside. Conservative 50–65% leverage, DSCR ≥1.25x, and a 5–7 year investment horizon guide every acquisition decision.
Fund I — Investor Materials

Bedrock Property Management
Fund I — Executive Summary

Access the full Fund I Executive Summary — a comprehensive overview of Bedrock's investment thesis, fund structure, capital stack, target returns, and competitive positioning for qualified investors.

Fund Size
$100M Equity Target
Target Net IRR
12–15% to LPs
Preferred Return
8% LP Preference
Leverage
50–65% LTV
Profit Split
80% LP / 20% GP
Horizon
5–7 Year Fund

For accredited investors and qualified institutional buyers only. This document does not constitute an offer to sell securities.

Let's Discuss
Your Investment Goals

Whether you're an accredited investor exploring the fund, an institutional allocator seeking a GP meeting, or a professional interested in partnership, we welcome the conversation.

Fund I investment overview and data room access
GP introduction and management presentation
Pipeline review and current investment opportunities
Capital structure and LP terms discussion

Contact
Bedrock Strategy