Ohio RIA Summit Sponsors


Presenting Sponsor

 

We have protection against systematic risk down to a science. Our models are based on the immutable facts of the market — historical performance and black-and-white math. As a result, we get out of the market before significant losses and (more importantly) get back in when we can capitalize on positive market movement. The result is less volatile portfolio performance and asset growth for your clients.

  • Deliver investment strategies with robust asset allocation and diversification

  • Employ proprietary risk mitigation and volatility management methodologies

  • Limit market uncertainty while fostering long-term investment growth

  • Enable balance between protection and market participation

Founded in 2000 with over $4B in AUM and serve over 10,000 clients.


Sponsors

CEDARst Development is a nationally recognized multifamily developer focused on core, urban infill locations. Developments range in size from $100M-$200M total cost. Construction types include Type-I high rise, podium, and wrap product.

Since its inception in 2009, CEDARst has successfully developed or invested in over 65 assets totaling approximately 7,500 units across eight states. Its current portfolio consists of over 6,000 units, stabilized and under development.

CEDARst is headquartered in Chicago with regional offices in San Diego and Miami.


Coastal Ridge is a vertically integrated real estate investment firm executing on core, core-plus, value-add, and ground-up development strategies in the rented residential sector. Coastal Ridge has $5.6B of managed assets with an established track record of identifying undervalued and underutilized properties across the risk spectrum and creating value through the application of extensive hands-on management over the real estate investment life cycle.


Continental Properties (“Continental”) is a Milwaukee-based developer, owner, and operator of multifamily communities, retail and hospitality properties with operations throughout the United States. Founded in 1979 and privately held throughout its history, Continental has grown from a small real estate company to a major, national presence in the development industry. Our wealth of professional staff and financial resources, strategic thinking and industry insight are the tools employed to create attractive and successful developments that mutually benefit our investors, residents and the communities we serve. Since 2001, Continental has developed over 125 apartment communities encompassing more than 34,000 apartment homes in 19 states.


InCap Group is a premier investment bank that focuses exclusively on the securities businesses – wealth management, asset management and securities brokerage. The firm was founded in 2006 and has provided services to firms in those industries since its inception. Services that we provide include merger and acquisition advice (sell-side and buy-side), valuations, capital raising and strategic consulting. We are based in Baltimore and have bankers in New York City, Boston and Baltimore. Our senior bankers have multiple decades of investment banking experience on Wall Street and elsewhere.


Founded in 2013, LYNK Capital provides strategic real estate investment opportunities, allowing investors to grow their portfolios and reduce reliance on stock market fluctuations. Our General Partners, with extensive banking and mortgage lending experience, previously managed over $1 billion in annual loan volume. This expertise enables us to create a better, more personalized real estate investment experience based on trust, expertise, and shared success.


Midland National® Life Insurance Company is an employee-owned company with an established history and innovative spirit that keeps it on the leading edge of the insurance industry. For 30+ years, Midland National has earned an A+ rating from AM Best based on its financial strength. Midland National’s unique Direct Distribution model means it can offer superior customer value through competitive products and experienced producers who don't need the support of a marketing organization for all or part of their business. As a result, Midland National provides industry-leading service, quality compensation and access to a portfolio of innovative annuity products. Visit MidlandNational.com/Direct for more information.


Redbrick LMD is a vertically integrated real estate investment, management and development company, with a primary concentration in the Washington, DC metropolitan area. We specialize in large-scale, institutional-quality development projects with high impact, while also owning and managing a portfolio of existing operating real estate assets. We are one of the largest private landowners of Opportunity Zones in DC and are intently focused on sustainability, health, wellness, and connection to community and the outdoors.


Since 1986, Stonecrest has built a reputation for integrity, transparency, and consistent returns, earning the trust of high-net-worth individuals, Registered Investment Advisors (RIAs), and family offices. We specialize in real estate lending and distressed asset acquisitions, and launched our Secured Income Fund II in 2010, which remains open for investment today.

What sets us apart from traditional private lenders is our focus on providing short-term solutions (less than three years) for sophisticated borrowers with strong equity positions and clear exit strategies. Our approach to underwriting combines strategic discipline with flexibility, enabling us to uncover high-quality loan opportunities that others may overlook.

With two decades of fund management experience, we proudly celebrated 20 consecutive years in 2024 with no loss of investor principal and no missed monthly dividends, consistently yielding annualized returns in the 7-9% range. Investors seeking disciplined, reliable returns from a seasoned provider can count on Stonecrest funds.