Welcome to where innovation meets community transformation.

The Surge Advantage

Entitlement Experience
- 4.031 units approved
- 30+ cites
- 7 markets
- 1.275 units entitlement pipeline

Construction Experience
- 928 units developed
- $117MM construction debt
- 7 markets
- 15+ General Contractors
- 35+ years of team experience

Capital and Investments
- Raised: $34MM
- Deployed: $29MM
- Average Check Size: $1,244,120
- Capital raising efforts commenced November 2021 at firm’s inception.
Our Portfolio

Norman Lofts
- Huntersville / NC
- Units: 45
- April 2024
Amenities:
Covered parking
Storage area
Garages
Close to major thoroughfare

ZOE – Luxury Apartment Homes
- Waco / TX
- Units: 214
- July 2024
Amenities:
Covered parking
Pickleball court
Garages
Pool
Clubhouse
BBQ Area
Fitness Center

The Morrelli
- Ogden / UT
- Units: 44
- December 2023
Amenities:
Covered parking
Downtown location proximity
Close to major thoroughfare

White Horse Landing
- Greenville / SC
- Units: 96
- March 2024
Amenities:
Covered parking
Open/Green Space
Close to major thoroughfare
10 minutes from Furman University and Downtown Greenville

Southport Apartment Homes
- Spartanburg / SC
- Units: 244
- October 2024
Amenities:
Covered parking
Storage area
Pickleball court
Garages
BBQ Area
Pool
Clubhouse
Gym

Anderson Heights
- Waco / TX
- Units: 388
Amenities:
Gym
Garages
Pool
Community garden
Pickleball court
Covered parking
Clubhouse
BBQ area
Storage area

Cora Flats
- Waco / TX
- Units: 77
Amenities:
Covered Parking
Patio area
Close to major thoroughfare

Emmitt’s Crossing
- Fayetteville / NC
- Units: 90
Amenities:
Pickleball court
Dog park
Covered parking
Patio area
Close to major thoroughfare
Close to highway and retail centers

Twin Lofts
- Wilmington / NC
- Units: 147
Amenities:
Patio area
Elevators
Covered parking
Clubhouse
OUR PRODUCT
- Class-B Multifamily Apartments
- Garden-style Product
- Workforce Housing
- Market-rate, Long-term Rentals
- Ground-up Development
- Primary/Secondary Markets
Leadership

Paul Poteet (Principal & CEO)

Dennis Richmond (Partner)

Michael Black (Advisor)

Jim Pakulis (Director of Investor Relations)

Kaden Hansen (Chief Financial Officer)

Wayne Lounsbury (Director of Construction)

Kyle Macdonald (Fund Manager)

Garrett Campbell (Fund Manager)

Mitchell Smedley (Director of Acquisitions and Entitlement)

Eivan Ram (Construction Project Manager)

Ethan Larkin (Investor Relations)
