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OhioFinance

Cincinnati’s Viking Partners closes on fifth value-add real estate fund

February 21, 2022
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Bret Caller

Cincinnati-based private equity real estate investment firm Viking Partners has closed on Fund V, its fifth value-add real estate fund, at $130 million, exceeding its goal of $125 million in only five months, according to firm founder and Principal Bret Caller.

Since closing its first fund in 2010, Viking has raised a total of $400 million, primarily from high-net-worth individuals. Just more than 70% of investors in Fund V have invested in one or more of Vikings’ previous funds, which in the aggregate have made approximately $1.2 billion in property acquisitions.

Viking targets office/flex, multifamily, mixed-use, industrial, hotel and retail properties between $10 million and $50 million, as well as sub-performing or non-performing loans secured by those assets.  Target markets include the Midwest, Southeast, Southwest and Mountain West United States.  

Fund V has already acquired about $91 million of assets, including Spartan Square, a Kroger-anchored retail center, the firm’s first retail investment since 2018.

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