Coastal Investment Company

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Coastal Investment Company Navigating Your Future-Your trusted guide in private equity real estate & venture capital investments COASTAL: Navigating your future.

COASTAL is a distinguished private equity firm leveraging our expertise as hands-on investors ourselves. Our mission is clear: 'To provide successful people advice and access to institutional real estate and venture capital investment opportunities.' We fulfill this mission by delivering personalized guidance that supports your investment objectives. Our vision is to be the trusted compass for investors, illuminating new paths to financial success.

10/23/2026

Are you prepared for the tax implications of your next liquidity event?

For Carey Sobel, Coastal’s Chief Acquisition Officer, a significant liquidity event prompted him to explore ways to manage the tax impact while putting his capital to work more strategically.

Through conversations with Coastal Tax Partner Rich Hayes, Carey explored an investment strategy involving bonus depreciation as part of a broader approach to tax planning and wealth creation.

At Coastal, we look beyond the investment itself. Many of our private market offerings feature potential tax-efficient or tax-deferred benefits that can play a role in a long-term wealth strategy.

DM or comment TAX to learn more about tax strategies and planning.

10/19/2026

Building a business is about adapting, learning, and finding a way forward.

In this clip from The Coastal Collective, Coastal Chief Construction Officer Travis Barr reflects on the ups and downs of entrepreneurship, the importance of knowing when to pivot, and having the confidence to keep moving forward when the path isn’t clear.

Watch the full episode of The Coastal Collective on YouTube.

10/16/2026

Progress continues at Links Car Wash in Oviedo, FL 🏗️

🏗️ Local construction by Benco Commercial | Project taking shape
📅 Targeting a November opening
📍 Oviedo, FL | Bringing Links Car Wash to the local community

Exciting to see this project move closer to completion as we work toward opening day!

Reach out to [email protected] for more information on Links Car Wash or other Coastal investment opportunities.

10/14/2026

A conversation on entrepreneurship, leadership, construction, and the people who shape Coastal’s growth.

In the latest episode of The Coastal Collective, Chief Construction Officer Travis Barr shares his journey from real estate development to his role at Coastal, and the experiences that shaped his approach to business and leadership.

From navigating unexpected challenges and knowing when to pivot to building trusted partnerships and leading with integrity, Travis reflects on the importance of resilience, sound judgment, and staying committed when the path forward isn’t always clear.

Watch the full episode on YouTube, click link below:

https://youtu.be/-25oR3dVPdg

10/12/2026

“Is your investment strategy based on growth, income, or a hybrid of both?”

Coastal Managing Partner Sean Casper breaks down how we think about investment appetite and matching opportunities to client objectives:

Income-Focused — Investments like our car wash and self-storage funds can offer growth potential alongside distributions.
Growth-Focused — Venture and pre-IPO funds typically prioritize long-term appreciation over current income.
A Combination of Both — Finding the right balance depends on each investor’s goals and time horizon.
Watch Sean break it down.

* This is not an offer to sell or a solicitation of an offer to buy any security that can only be sold by prospectus or confidential private placement memorandum. All investments contain risk and cannot be guaranteed, and you can lose some or all of your investment. Investment dividends and interest are not guaranteed and may or may not continue. Reg D offerings are for accredited investors only. There are many factors that determine your accredited investor status. To determine if you meet this status consult with your financial advisor. Past performance is not indicative of future results. This is not every material fact regarding any security or proposal. The information contained herein is derived from sources deemed to be reliable but cannot be guaranteed. *Tax free distribution is a return of capital. *Target IRR or “(x)” multiple is not net of all fees and carried interest. *IRR targets or multiple “(X)” targets are project goals and are not guaranteed. You can lose your entire investment. Material risks associated with investing in real estate, development and private offering securities that potential investors should consider include but are not limited to: A significantly limited ability to sell or transfer Interests. Uncertain economic outlook including changes in national, regional and local economic and demographic conditions, capital expenditures, interest rates, financing activities and tax status of the Company.

NOW FUNDING: Revelry Tempe High-Rise in AZFrom Empire Group, Revelry Tempe is a Class-A multifamily development in Tempe...
10/05/2026

NOW FUNDING: Revelry Tempe High-Rise in AZ

From Empire Group, Revelry Tempe is a Class-A multifamily development in Tempe, Arizona, located adjacent to Arizona State University and within the 300+ acre Novus Innovation Corridor.

Construction is officially underway following the closing of a $225MM construction loan with Mavik Capital Management.

The project is expected to include ~533 units, integrated retail, and a 15–17 story institutional-quality asset.

Comment REVELRY for more info.

* This is not an offer to sell or a solicitation of an offer to buy any security that can only be sold by prospectus or confidential private placement memorandum. All investments contain risk and cannot be guaranteed, and you can lose some or all of your investment. Investment dividends and interest are not guaranteed and may or may not continue. Reg D offerings are for accredited investors only. There are many factors that determine your accredited investor status. To determine if you meet this status consult with your financial advisor. Past performance is not indicative of future results. This is not every material fact regarding any security or proposal. The information contained herein is derived from sources deemed to be reliable but cannot be guaranteed. *Tax free distribution is a return of capital. *Target IRR or “(x)” multiple is not net of all fees and carried interest. *IRR targets or multiple “(X)” targets are project goals and are not guaranteed. You can lose your entire investment. Material risks associated with investing in real estate, development and private offering securities that potential investors should consider include but are not limited to: A significantly limited ability to sell or transfer Interests. Uncertain economic outlook including changes in national, regional and local economic and demographic conditions, capital expenditures, interest rates, financing activities and tax status of the Company.

10/02/2026

What happens when multiple investment groups are evaluating the same deal?

In the latest episode of The Coastal Collective, Managing Partner Sean Casper breaks down how independent due diligence can add layers of scrutiny to an investment opportunity—and why that matters.

Watch the full episode to hear Sean’s perspective. Click link below:
https://youtu.be/kEOjKeIKQak?si=gay2E_eoH0G6vNLd

09/30/2026

A conversation on leadership, growth, investing, and the long-term vision for Coastal.

In the latest episode of The Coastal Collective, Managing Partner Sean Casper sits down to discuss his journey with Coastal, his role in the company’s growth, and the principles that continue to shape the firm’s approach to investing and building businesses.

From making investment decisions and building strong partnerships to taking the long-term view, Sean shares his perspective on building something that lasts and creating value for the future.

Click link below to watch the full episode on YouTube:
https://www.youtube.com/watch?v=kEOjKeIKQak

09/28/2026

Effective tax planning often starts with understanding the investments and assets you own.

For high-income earners, legitimate tax strategies can be connected to an asset, business, or investment.

At Coastal, we take a deeper look at potential opportunities to identify strategies that may help investors and business owners approach tax planning more strategically.

Comment “TAX” or reach out to the Coastal team for more information.

*
The information provided is for general informational purposes only and does not constitute tax, legal, or accounting advice. Tax laws are complex and frequently change. You should consult your own qualified tax advisor or professional before making any financial decisions or employing any tax strategy based on this information.

09/25/2026

Progress continues at The Monroe, a premier senior living community in Scottsdale, AZ from Empire Group 🏗️

🏗️ Construction advancing | Interior, exterior & amenities underway
📅 April 2027 completion target
📈 Early deposits secured | Strong pre-leasing activity
📍 Old Town Scottsdale | Directly on Scottsdale Road

Exciting to see construction and leasing momentum continue as The Monroe moves toward completion.

Reach out to [email protected] for more information on The Monroe, The Revelry, or similar opportunities.

Address

227 S Orlando Avenue, Unit A
Winter Park, FL
32789

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