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Verified Investor & Investment Firm Professionals in Charleston, South Carolina, 2026

This directory includes Investor & Investment Firm professionals operating in Charleston, South Carolina. Profiles may be verified by KeyCrew or currently under review as part of our ongoing verification process. If you’re a local expert and aren’t listed here, book your verification call. Get Verified

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Coastal Equity Group

This business has not yet been verified. Verified status is granted after a short phone interview confirming credentials and professional background.

Locations Served: This company offers services in the following locations.
Charleston, SC

Coastal Equity Group is a private equity fund and hard money lender that specializes in providing real estate investment loans to investors in the Southeast United States, including Florida, Georgia, Tennessee, Kentucky, South Carolina, and North Carolina. They offer a diverse range of loan programs, such as fix and flip loans, buy and hold financing, new construction loans, and multi-family bridge loans, catering to the unique needs of real estate investors.

Property Types:
  • Multifamily
  • Residential

"Overall, real estate professionals and investors praise Coastal Equity Group for their exceptional service, seamless processes, and ability to provide reliable financing solutions. Clients highlight the company's knowledgeable and responsive team, their willingness to go above and beyond to get deals funded, and the overall stress-free experience working with them. Many reviewers mention using Coastal Equity Group for multiple projects and express their intention to continue partnering with the company in the future."

Exchange-X

This business has not yet been verified. Verified status is granted after a short phone interview confirming credentials and professional background.

Locations Served: This company offers services in the following locations.
Westminster, CO | Cape Coral, FL | Tampa, FL | Charleston, SC + 3 Others

Exchange-X is a leading 1031 Exchange real estate investment firm that provides access to a wide range of Delaware Statutory Trust (DST) properties across various sectors, including multifamily, self-storage, office, and student housing. With over $1 billion in transaction volume, Exchange-X offers investors a diverse portfolio of high-quality, income-producing real estate investments to help them defer capital gains taxes through 1031 exchanges.

Property Types:
  • Multifamily
  • Residential
  • Storage
  • Student Housing
  • Office
  • Retail
  • Industrial
  • Hospitality
  • Manufactured Housing

"In general, clients say Exchange-X and its CEO Peter Marzo provide excellent service and guidance for 1031 exchange and DST investments. Clients appreciate Marzo's professionalism, responsiveness, and ability to thoroughly explain the process and options to help them find the best solutions for their real estate needs. Many clients highlight the smooth transaction experience and immediate benefits they received from working with Exchange-X."