The Space Shop – Cary NC-min

In the News

We Invest With You, Not For You

As part of our family of investors, you’ll have the comfort of knowing your success always come first. We invest in every project with you – so your risk is our risk, too.


We are a third-generation, family-owned firm – and integrity is our watchword. Our proven foundation of investment success is supported by decades of solid relationships and prudent deal making. And we strive to bring our uniquely personal, down-to-earth touch to every deal we do.

Real Estate

We seek out the most lucrative acquisition opportunities in retail, office, multifamily, self-storage and residential real estate. Our proven long-term perspective, combined with our detail-oriented approach and creativity, enable us to avoid common pitfalls and mine every opportunity for hidden value.  View our portfolio of projects.


We find investment opportunities that increase wealth through long-term value growth and capital preservation. And we review each potential opportunity from every perspective, to lead us to the best possible outcomes.

Knowledgable, Accessible, Proven


Jeffrey Stein


Jason Linscott

Stein investment – Adam Sauer

Adam Sauer


Bob Stein


Barbara Barnes

Running the Numbers


Square Feet of Real Estate


Square Feet of Retail


Square Feet of Office


Self-Storage Units


Square Feet of Self Storage

Building Value Through Branding and Management

Sometimes (rarely) a project just sells itself. But in most cases, there’s work to be done to identify unrealized growth potential, and to brand and market the project to maximize returns. We don’t just invest in properties – we do what’s needed to communicate the value of those properties in a way that truly enhances their investment value.

Investment Criteria: Identifying Opportunity

Stein Investment Group identifies opportunities that allow us to add value. When we see a project that aligns with our investment criteria, we act quickly, pinpoint unrealized growth potential, and work to adjust the character, use or management strategy to achieve the highest possible returns.

What Our Investors Say