Belay Investment Group, LLC is a registered investment adviser based in Los Angeles,
California. Belay is organized as a limited liability company under the laws of the State of
Delaware and has been providing investment advisory services since its founding in 2015.
Belay is majority women-owned and is managed on a day-to-day basis by Eliza Bailey
and Amy Ko (collectively “Co-Founder”), real estate investment professionals with broad
experience and an average of 25+ years in the real estate investment industry. The Firm
became an SEC registered investment adviser on February 23, 2016.
Belay is an institutional investment management firm that specializes in granular small to
middle market real estate opportunities through the establishment of programmatic
partnerships with high-caliber local and specialized operating partners. The firm pursues
equity and debt opportunities across the risk spectrum, property types, and geographies,
offering its clients scalability and customization.
Belay Partnership Ventures II, LP, Belay ArcWest II Sidecar, LP, Belay Ventures, III,
LLC, and Belay SISS, LLC
Belay currently serves as the investment adviser to Belay Partnership Ventures II, LP.
Belay ArcWest II Sidecar, LP, Belay Ventures III, LLC and Belay SISS, LLC (collectively the
"Vehicles"), representing discretionary private equity real estate funds and separately
managed accounts formed for the purpose of investing in other private equity real estate
joint ventures. The Vehicles target real estate investments in which risk-adjusted returns
may potentially be achieved through investing with small and mid-size local operators
and sector specialists. The Vehicles provide scale for investors in this segment of the
market by establishing programmatic and/or
long-standing relationships with the real
estate operators.
Belay has executed this strategy since its formation over nine years ago investing in real
estate equity and debt investments, core-plus, value-add and opportunistic strategies
across property types and markets within the United States. Belay does this by applying
its thesis-driven investment approach to identify the specific real estate strategies and
asset classes that provide risk-adjusted returns within a given market, and then
collaborates with our local operating partners and sector specialists to source,
underwrite, and asset manage the investments.
As used in this brochure, the words "we", "our" and "us" refer to Belay Investment Group,
LLC and the words "you", "your" and "client" refer to you as either a client or prospective
client of our Firm. Also, the term Associated Person is used throughout this brochure to
refer to Belay’s officers, employees and all individuals providing investment advice on
behalf of our Firm.
Assets Under Management
The Firm currently has $410,200,680 of discretionary assets under management and
does not manage any non-discretionary assets.
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Wrap Fee Programs
The Firm only provides advisory services to the Vehicles and does not sponsor or
manage any wrap fee programs or offer any other advisory services.
Important Additional Considerations
The information provided herein merely summarizes the detailed information provided
by the Vehicles’ offering and organizational documents. Current Vehicles investors and
prospective investors in any new Vehicle launched by Belay should be aware of the
substantial risks associated with investment as well as the terms applicable to such
investment. This and other detailed information are provided in the appropriate Vehicles
offering and organizational documents.