Homrich Berg Expands Investment Team, Adds Sarah Hauptman as Director of Real Estate

April 21, 2022
Smiling woman with long hair wearing a dark blazer, red top, and pearl necklace. She is standing against a blurred, light blue background.

$11B Atlanta-based RIA responds to investor interest in real estate investments, enhances suite of private investment offerings.

ATLANTA —April 21, 2022 — In response to continued client demand for private real estate investments, Homrich Berg (HB) has added real estate industry expert Sarah Hauptman as Director of Real Estate. She joins current HB Principal Ross Bramwell on the real estate sourcing and due diligence team.  HB has invested directly in individual real estate properties for over 25 years in HB client portfolios, and has committed over $300 million to direct real estate investments for HB clients during the past five years alone.

With over 15 years of experience in commercial, multifamily and other real estate sectors across industries like industrial and hospitality, Hauptman brings next-level expertise to the dedicated HB investment team. Hauptman’s background working with institutional investors in the private real estate space provides a deep network and knowledge that will benefit HB clients looking for private real estate investments. “I’m eager to leverage my experience in a new way to help expand Homrich Berg’s private investments platform,” explains Hauptman. “I’ve worked in the Sunbelt region over the last several years, and I’m excited to help clients capitalize on the potentially lucrative opportunities in this growing region.”

Additionally, HB’s expanded private markets offerings will provide clients an option for potentially hedging against rising inflation. Thomas Carroll, President of Homrich Berg, explains how this mindset — and the growing popularity of private investments — confirmed the need for adding another real estate expert like Hauptman to the team.

“Real estate is an easy to understand, tangible asset, which makes it an attractive alternative investment option to consider, especially down here in the Sunbelt region,” explains Carroll. “We’re excited to have Hauptman join our real estate team and bring her network and skills in the real estate investing space, working hand in hand with our already extensive bench of private investments experts.”

Hauptman, an Atlanta native, recently moved back to the region after spending time in Dallas working with E2M Partners, Compatriot Capital and most recently Banner Oak Capital Partners, where she managed industrial assets across the Southeast region.

About Homrich Berg

Founded in 1989, Atlanta-based Homrich Berg is a national independent wealth management firm that provides fiduciary, fee-only investment management, and financial planning services, serving as the leader of the financial team for our clients, including high-net-worth individuals, families, and not-for-profits. Homrich Berg manages over $10 billion for more than 2,000 family relationships nationwide.

HB Wealth is a national independent wealth management firm providing fiduciary, fee-only wealth advisory services, investment management, and family office services, with a mission of bringing unwavering financial peace of mind to the clients we are privileged to serve. 

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The above is not a recommendation to purchase or sell a particular security and is not legal, investment or tax advice. Results are not guaranteed. All investing involves risk.

Past performance is not a guarantee of future results for any investment. Private alternative investments are not for every client. An individual must be qualified to invest in a private investment based on their net worth and/or other criteria, and they may qualify to invest in some alternative investments while not being allowed to invest in other alternative investments. Alternative investments are not risk-free and there is no guarantee of achieving attractive performance compared to similar liquid investments. Risks associated with investments in private alternatives include the illiquid nature of such investments, risks associated with leveraged investments, manager-specific risks, sector-specific risks, and in certain cases geographical risk, as well as the risk of loss of principal.