Asset Management Reports
Check back monthly for our up-to-date data reports on Sunbelt Fund I.

Fund Updates

Why Invest In Smaller Cities?
December 2020
Gleneagle Acquisition Closing
February 2021
9% 2020 Total Investor Distribution
December 2020

Strength of In-House Management

​December 2020

North Crossings Acquisition Closing

September 2020

NMHC vs Sunbelt Collections

August 2020

Resident Employer Industries

August 2020

Performance and Cash Reserve

July 2020

Revenue and Collections

June 2020

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Sunbelt Fund Resources

Ballast Rock is the manager and exclusive distributor of Sunbelt funds. Below you will find additional resources to provide you more information about our company and funds.

Have more questions?

If you would like to learn more about the team, the Sunbelt strategy, and investing in a Ballast Rock fund, please contact us via email by clicking the button below or IR@ballastrock.com.
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The information contained on the Ballastrock.com web site has been prepared by Ballast Rock Holdings LLC (“Ballast Rock”) without reference to any particular user’s investment requirements or financial situation. Potential investors are encouraged to consult with professional tax, legal, and financial advisors before making any investment into a private offering of securities.  An investment in private securities would be speculative and would involve a high degree of risk. Investors must be prepared to bear the economic risk of such an investment for an indefinite period of time and be able to withstand a total loss of their investment. Please consider carefully the investment objectives, risks, transaction costs, and other expenses related to an investment prior to deciding to invest.  All private placements of securities and other broker dealer activities are currently offered through a partnership with Independent Brokerage Solutions LLC MEMBER: FINRA / SIPC (“IndieBrokers”), which is located at 485 Madison Avenue 15th Floor New York, NY 10022. (212) 751-4424. Ballast Rock Holdings LLC and its affiliates are independent and unaffiliated with IndieBrokers. Any securities transactions or related activities offered by Ballast Rock associated persons are conducted in their capacities as registered representatives of IndieBrokers. To check the background of IndieBrokers and its representatives, visit FINRA’s BrokerCheck. Please see our Form CRS.
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