Key Takeaways
- • Sightbridge Capital Partners officially launches as an institutional real estate investment platform targeting the U.S. private wealth management channel, with founding leadership combining 60+ years of institutional experience and involvement in $50 billion+ of real estate transactions.
- • The platform's initial focus centers on 1031 Delaware statutory trust (DST) programs, with qualified opportunity zone (QOZ) strategies planned as a near-term expansion, positioning the firm to capture two major tax-advantaged real estate investment categories.
- • Founded by Jay Frank (CEO), a 20+ year private markets veteran, with key appointments of Steve Rokoszewski (Chief Operating Officer) and Kamil Poltorak (Managing Director, Real Estate), the team has structured, distributed, and serviced 100+ investment programs for institutional and private wealth clients.
- • Sightbridge differentiates on institutional-grade structuring rigor, alignment of interests, operational transparency, and technology-enabled infrastructure—addressing a perceived gap in the wealth management channel's approach to tax-advantaged real estate.
Summary
Sightbridge Capital Partners has announced its public launch as a dedicated institutional real estate investment platform designed to bring institutional-quality practices to tax-advantaged real estate investments for the U.S. private wealth management sector. The firm structures, sponsors, and distributes tax-advantaged real estate programs with a specific focus on serving wealth advisors and their high-net-worth clients seeking disciplined, transparent investment opportunities.
The founding team brings substantial institutional pedigree to the venture. Jay Frank, who serves as Chief Executive Officer, brings 20+ years of experience in private markets and real estate. He is joined by Steve Rokoszewski, appointed as Partner and Chief Operating Officer, and Kamil Poltorak, appointed as Partner and Managing Director of Real Estate. Collectively, the three principals have accumulated more than 60 years of institutional experience, have participated in transactions exceeding $50 billion in real estate value, and have structured, distributed, and serviced more than 100 investment programs across institutional and private wealth channels.
The platform's initial product focus centers on 1031 Delaware statutory trust (DST) programs—tax-deferred exchange vehicles that allow investors to defer capital gains taxes when exchanging one real estate investment for another. The firm has signaled its intention to expand into qualified opportunity zone (QOZ) strategies in the near term, capturing two of the primary tax-advantaged real estate investment categories available to private wealth clients. According to Frank, the firm was built on the conviction that "the wealth channel will benefit from more institutional discipline in tax-advantaged real estate," with an emphasis on "better structures, better alignment, better execution."
Sightbridge's competitive positioning emphasizes institutional standards typically associated with larger private markets managers—rigorous deal structuring, transparent disclosure, alignment of sponsor and investor interests, and technology-enabled operational infrastructure. This approach addresses what the founding team perceives as a maturity gap in how tax-advantaged real estate programs are currently sponsored and distributed through the wealth management channel, where advisors and clients increasingly expect sponsor quality and operational sophistication comparable to institutional-grade alternatives.
The founding team brings substantial institutional pedigree to the venture. Jay Frank, who serves as Chief Executive Officer, brings 20+ years of experience in private markets and real estate. He is joined by Steve Rokoszewski, appointed as Partner and Chief Operating Officer, and Kamil Poltorak, appointed as Partner and Managing Director of Real Estate. Collectively, the three principals have accumulated more than 60 years of institutional experience, have participated in transactions exceeding $50 billion in real estate value, and have structured, distributed, and serviced more than 100 investment programs across institutional and private wealth channels.
The platform's initial product focus centers on 1031 Delaware statutory trust (DST) programs—tax-deferred exchange vehicles that allow investors to defer capital gains taxes when exchanging one real estate investment for another. The firm has signaled its intention to expand into qualified opportunity zone (QOZ) strategies in the near term, capturing two of the primary tax-advantaged real estate investment categories available to private wealth clients. According to Frank, the firm was built on the conviction that "the wealth channel will benefit from more institutional discipline in tax-advantaged real estate," with an emphasis on "better structures, better alignment, better execution."
Sightbridge's competitive positioning emphasizes institutional standards typically associated with larger private markets managers—rigorous deal structuring, transparent disclosure, alignment of sponsor and investor interests, and technology-enabled operational infrastructure. This approach addresses what the founding team perceives as a maturity gap in how tax-advantaged real estate programs are currently sponsored and distributed through the wealth management channel, where advisors and clients increasingly expect sponsor quality and operational sophistication comparable to institutional-grade alternatives.
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