SVP - Capital Formation

Description

Job Title: SVP – Capital Formation

Reports to: Chief Executive Officer

FLSA Status: Exempt

Hours: Flexible

Locations: Chicago, Indianapolis, or Nashville

About Holladay

Enriching lives through investment and service is the mission at the core of everything we do at Holladay.

Holladay Properties is a fully integrated commercial real estate firm with more than 70 years of experience across development, asset management, property management, and capital markets. With over $1.3B of assets under management, eight regional offices, and more than 250 employees, Holladay combines institutional discipline with entrepreneurial agility to deliver exceptional results.

In 2025, Holladay launched Holladay Properties Fund I, a $200 million private equity fund focused on value-add and ground-up development opportunities across industrial, multifamily, mixed-use, medical office, hospitality, and other opportunistic sectors. The Fund is seeded with existing Holladay projects and benefits from a 15% GP co-investment, personal balance sheet guarantees, and a streamlined single-promote structure that ensures strong alignment with LP investors.

Position Summary

The Head of Capital Raising will lead Holladay’s capital raising and investor engagement efforts for HP Fund I and future investment vehicles. This individual will be responsible for building and managing relationships with family offices, wealth managers, and high-net-worth individuals, while also overseeing investor communications, reporting, and fundraising strategy.

This role is a key member of the leadership team, working closely with the CEO, CDO, and COO. The successful candidate will bring deep fundraising experience, a proven LP network, and the ability to translate Holladay’s investment strategy into compelling investor messaging.

Key Responsibilities

Capital Formation

• Lead all aspects of equity raising for Holladay Properties Fund I and subsequent funds / investments.
• Develop and execute a comprehensive fundraising strategy targeting family offices, RIAs, and HNW investors.
• Manage the full capital raise cycle, including marketing materials, one-on-one meetings, data room management, and closings.
• Support preparation and delivery of offering materials, including the Private Placement Memorandum (PPM), fund marketing decks, diligence requests, and closing documentation.
• Drive fundraising performance metrics, reporting progress to Holladay leadership.

Investor Relations & Communications

• Serve as the primary relationship manager for all LPs.
• Support Investor Relations’ team in providing
• Investor onboarding, subscription processes, capital calls, and distributions.
• Preparation of quarterly reports, portfolio updates, investor letters, and annual meetings, ensuring clarity, accuracy, and transparency.
• Maintain investor CRM systems, tracking capital commitments, pipeline activity, and relationship management.
• Ensure consistent, high-quality investor experience that reflects Holladay’s culture of trust and transparency.

Capital Raising & Strategy

• Partner with the CEO, CDO, and COO in aligning fundraising goals with investment deployment needs.
• Support debt capital placement, lender relationship management, and capital structuring as needed with SVP – Capital Markets.
• Monitor market trends to refine Holladay’s investor messaging and positioning.
• Provide strategic input to the Investment Committee and support fund-level planning around portfolio construction, credit enhancement, and investor alignment.

Qualifications

• 10+ years of experience in real estate private equity, investment banking, fundraising, or capital markets.
• Proven success raising institutional and HNW capital across discretionary fund structures.
• Established LP relationships with family offices, institutional allocators, and RIAs.
• Strong knowledge of private equity fund structures, real estate investment strategies, and investor expectations.
• Exceptional written and verbal communication skills, with ability to simplify complex fund structures (e.g., GP commitment, credit enhancements, single promote) for diverse audiences.
• Highly organized with strong attention to detail, capable of managing multiple investor…