For Wealth Advisor (RIA firms, CFP® professionals, and other financial advisors)
Give Your Clients Institutional-Grade Access to the U.S. Housing Shortage
CCM Development Fund III channels capital into housing projects, offers optional quarterly payouts, adds real-asset diversification, gives you direct underwriting access for due diligence, and closes smoothly on the Schwab custody platform.
Why Financial Advisors Choose to Work With Us
You are not looking for another pitch. You are looking for a reliable investment partner you can trust with your clients.
Partner with Carpathian Capital Management and bring your clients the CCM Development III
- Converts residential-development gains into optional quarterly profit distributions
- Delivers true portfolio diversification beyond public markets—still rare among advisors
- Leverages a persistent housing-supply gap to drive risk-adjusted returns.
- Provides full transparency and direct access to the underwriting team for rigorous due diligence
- It is available on the Charles Schwab custody platform for seamless account administration
Differentiate your advisory practice with a fund your competitors aren’t talking about.
CORE STRATEGIES
Bring much-needed homes to thriving communities while leveraging decades of industry expertise to capture attractive risk-adjusted returns, targeting steady cash flows and compelling total returns. Invest in premium residential development projects in high-growth U.S. markets to enjoy attractive returns with Carpathian Capital Management.
Here is What We Provide
What We Provide
You speak directly with the people making the investment decisions
When you engage with Carpathian Capital, you are not handed off to a sales representative or third-party product distributor. You speak with the managing partners who oversee the deals, underwrite the risks, and deploy the capital.
What We Provide
Our real estate funds are built for income generation and capital preservation
Each fund converts residential-development value into optional quarterly NAV distributions while applying disciplined risk-mitigation at every stage. We co-invest alongside proven regional developers—funding both land development and selective vertical construction when the margin justifies the risk. Recent projects illustrate the range:
- Bells Ferry – Atlanta MSA: 133 age-targeted cottage lots with an IRR-capped preferred equity structure that shields downside.
- The Gathering – Alpharetta, GA: 176-lot infill community in one of the Southeast’s wealthiest suburbs, secured at a deep land discount and already outperforming plan.
- Everly – Cincinnati, OH: 29 urban townhomes backed by a national builder, capturing unmet demand for infill housing near major employers.
By focusing on supply-constrained markets, conservative leverage, and contractual take-outs with blue-chip builders, we seek to capture development spreads while minimizing risks.
What We Provide
We do not operate as a fund-of-funds, and there are no hidden fees
Our structure is intentionally straightforward: direct investment vehicles, clear cost disclosures, and no layers of intermediaries. That means no double-fees, no broker markups, and no diluted performance. Your clients know exactly what they are paying for and why.
What We Provide
You gain access to continuing education content built for real conversations
We periodically host “Underwriting Private Investments,” a two-hour live session that delivers 90 minutes of CFP® continuing-education credit. Using real case studies from CCM Development III, the course equips you with a due diligence framework you can apply immediately when discussing private alternatives with clients, so you gain both credit and credibility.
Why Clients Value Our Investment Approach
Our Investment Approach
Real assets in underserved housing markets
We develop and manage residential properties in the Midwest, where housing shortages create long-term demand and income potential.
Strong downside protection with real cash flow
Our underwriting focuses on safety first, while still targeting meaningful returns and quarterly income distributions.
Clear reporting and honest communication
From offering memos to capital calls, you and your clients receive consistent, understandable updates. No surprises, no jargon.
Investing With Us
What You Will Receive as a Partner
As a financial advisor working with us, you will gain full access to materials and support designed to make your job easier:
• A complete digital folder with our current fund presentation, offering documents, and performance history
• A due diligence checklist and client-friendly investment overview in printable formats
• Access to our next continuing education webinar for financial professionals
• The option to co-host private investor Q&A sessions or receive white-labeled educational content for your client base
Next Step
Explore Investment Opportunities
We work with a limited number of advisors each quarter to ensure access, alignment, and support. Most advisors begin by attending one of our continuing education sessions or booking a short introductory call with our investment team.
Take the First Step Today!
IMPORTANT LEGAL NOTICE & DISCLOSURES
This website and the information contained herein are qualified in their entirety by the Fund’s Private Placement Memorandum (“PPM”) and Subscription Agreement and do not constitute an offer to sell or a solicitation of an offer to buy any securities.
• The Preferred Units of CCM Development III, LLC (the “Fund”) are not registered under the Securities Act of 1933 or any state securities laws and are offered only to verified accredited investors pursuant to Rule 506(c) of Regulation D. The Fund will take reasonable steps to verify accredited status.
• Units are illiquid, transferable only under strict conditions, and no public or secondary trading market currently exists; investors should be prepared to hold indefinitely and risk total loss of capital.
• This site may contain forward-looking statements as defined under U.S. federal securities laws; actual results may differ materially, and no duty to update is assumed. Past performance is not indicative of future results. Target returns are objectives only and are not guaranteed.
• Nothing herein constitutes legal, tax, accounting, or investment advice; consult your own advisers. The Manager is not registered as an investment adviser and expects the Fund to remain exempt from registration under the Investment Company Act of 1940.
• IRS CIRCULAR 230 NOTICE: Any U.S. federal tax advice herein is not intended to be used to avoid penalties.
• Offers are made solely through the Fund’s PPM and Subscription Agreement; not an offer where prohibited. Not FDIC-insured, bank-guaranteed, or insured by any government agency, and may lose value.