Prime Buchholz LLC Portfolio
Invests via Prime Buchholz LLC | Managed by G. Matthew Berardino
Invests via Prime Buchholz LLC
Managed by G. Matthew Berardino
Automatically Tracked
Company Profile
Regional commercial real estate investment manager focused on value-add multifamily and mixed-use assets in secondary U.S. markets. Prime Buchholz LLC manages acquisition, asset management and disposition strategies for institutional and high-net-worth capital, emphasizing renovation-led rent growth and stabilized cash yields. The firm deploys opportunistic and core-plus capital with a typical holding period of three to seven years, leverages local operating partnerships, and targets markets with above-average population and rent-basis momentum.
Regional commercial real estate investment manager focused on value-add multifamily and mixed-use assets in secondary U.S. markets. Prime Buchholz LLC manages acquisition, asset management and disposition strategies for institutional and high-net-worth capital, emphasizing renovation-led rent growth and stabilized cash yields. The firm deploys opportunistic and core-plus capital with a typical holding period of three to seven years, leverages local operating partnerships, and targets markets with above-average population and rent-basis momentum.
Investment Philosophy & Strategy
Regional commercial real estate investment manager focused on value-add multifamily and mixed-use assets in secondary U.S. markets. Prime Buchholz LLC manages acquisition, asset management and disposition strategies for institutional and high-net-worth capital, emphasizing renovation-led rent growth and stabilized cash yields. The firm deploys opportunistic and core-plus capital with a typical holding period of three to seven years, leverages local operating partnerships, and targets markets with above-average population and rent-basis momentum.
Regional commercial real estate investment manager focused on value-add multifamily and mixed-use assets in secondary U.S. markets. Prime Buchholz LLC manages acquisition, asset management and disposition strategies for institutional and high-net-worth capital, emphasizing renovation-led rent growth and stabilized cash yields. The firm deploys opportunistic and core-plus capital with a typical holding period of three to seven years, leverages local operating partnerships, and targets markets with above-average population and rent-basis momentum.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
25.63%
Gain 0%
Monthly
1.23%
Yearly
15.88%
Drawdown
12.53%
$210.47M
Equity
Holdings
$210.47M
Investment
$165.83M
$70.3M
Profit +$9,445.25
Realized
$25.66M
Unrealized
$44.65M
Dividends
$8.67M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.001%
Profit
$9,445.25
Win %
89%
This Week
Compared To Last Week
Gain
0.004%
Profit
$9,445.25
Win %
89%
This Month
Compared to last month
Gain
-3.17%
Profit
-$6.89M
Win %
89%
This Year
Compared to last year
Gain
10%
Profit
$19.13M
Win %
90%
IGE iShares North American Natural Resources ETF
+0.57%
+$5,088.6 
GII SPDR S&P Global Infrastructure ETF
+0.21%
+$4,887.3 
STIP iShares 0-5 Year TIPS Bond ETF
+0.12%
+$19,453.92 
ICLN iShares Global Clean Energy ETF
+0.11%
+$2,159.76 
REET iShares Global REIT ETF
+0.1%
+$7,059.9 
BND Vanguard Total Bond Market Index Fund
+0.07%
+$1,649.2 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.05%
+$2,089.08 
VWO Vanguard FTSE Emerging Markets ETF
-1.7%
-$252,184 
ESGV Vanguard ESG U.S. Stock ETF
-1.22%
-$150,133.5 
VSGX Vanguard ESG International Stock ETF
-1.14%
-$261,941.68 
EMXC iShares MSCI Emerging Markets ex China ETF
-1.08%
-$319,235 
VV Vanguard Large-Cap Index Fund ETF Shares
-1.02%
-$77,907.94 
VOO Vanguard S&P 500 ETF
-1.01%
-$26,144.58 
VT Vanguard Total World Stock ETF
-0.86%
-$112,949.1 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.82%
-$166,618.65 
IJH iShares Core S&P Mid-Cap ETF
-0.59%
-$3,134.25 
VXF Vanguard Extended Market ETF
-0.56%
-$108,161.45 
AVDE Avantis International Equity ETF
-0.53%
-$3,605.28 
DFSI Dimensional International Sustainability Core 1 ETF
-0.48%
-$1,499.08 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.47%
-$137,545.56 
LPRE Long Pond Real Estate Select ETF
-0.44%
-$7,395.84 
VNQ Vanguard Real Estate ETF
-0.05%
-$1,100.27 Events
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Dividends
Dividend Analysis
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No Data
| Trades 107 | Longs Won 89/107 83% | Profit Factor 175.9 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.39M |
| Average Win $794,456.21 | Best Trade (Sep 30) $19.38M | Sharpe Ratio -8.71 |
| Average Loss -$22,331.48 | Worst Trade (Jul 19) -$139,425.21 | Z-Score 8.24 (100%) |
| Commissions $0 | Avg. Trade Length 10m 2w 2d | Expectancy $657,052.67 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.62% |
| Consecutive Losing Trades | 9,434 | 8,491 | 7,547 | 6,604 | 5,660 | 4,717 | 3,774 | 2,830 | 1,887 | 943 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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