--- title: "North Carolina Home Fund — Portfolio & Performance | Ownify" description: "Explore the Ownify North Carolina Home Fund portfolio. View annualized equity growth and cap rates across single-family homes in the Raleigh-Durham metro." lang: en json-ld: | [ { "@context": "https://schema.org", "@type": "Organization", "@id": "https://ownify.com/#organization", "name": "Ownify", "alternateName": "Ownify Homeownership", "url": "https://ownify.com/", "logo": "https://ownify.com/favicon.png", "description": "Ownify is a fractional homeownership platform that helps first-time homebuyers buy a real home with as little as 2% down by partnering with long-term capital investors. Active in Colorado, North Carolina, and Tennessee.", "foundingDate": "2022", "areaServed": [ { "@type": "State", "name": "Colorado" }, { "@type": "State", "name": "North Carolina" }, { "@type": "State", "name": "Tennessee" } ], "sameAs": [ "https://www.linkedin.com/company/ownify", "https://x.com/ownifyhome", "https://www.facebook.com/ownifyhome", "https://www.instagram.com/ownifyhome", "https://www.youtube.com/@ownify" ], "contactPoint": { "@type": "ContactPoint", "contactType": "customer support", "url": "https://ownify.com/contact", "areaServed": [ "US-CO", "US-NC", "US-TN" ], "availableLanguage": "English" } }, { "@context": "https://schema.org", "@type": "WebSite", "@id": "https://ownify.com/#website", "url": "https://ownify.com/", "name": "Ownify", "publisher": { "@id": "https://ownify.com/#organization" }, "inLanguage": "en-US" }, { "@context": "https://schema.org", "@type": "BreadcrumbList", "itemListElement": [ { "@type": "ListItem", "position": 1, "name": "Home", "item": "https://ownify.com/" }, { "@type": "ListItem", "position": 2, "name": "Investors", "item": "https://ownify.com/investors" }, { "@type": "ListItem", "position": 3, "name": "North Carolina", "item": "https://ownify.com/investors/north-carolina" } ] } ] --- We use essential cookies to make our site work. 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You can change your cookie settings at any time by clicking “Preferences .” Accept [![Ownify](/assets/ownify-logo-color-B9tRH5I9.png)](/) [Homebuyers](/homebuyers) [Investors](/investors) [Agents](/agents) [Markets](/markets) [Research](/research/ownify-university) [Blog](/blog) [About](/about) [Sign in](https://app.ownify.com/auth/magic/request?__hstc=53035703.7ac1b8ec67eee9a17fd2c1eda30414aa.1787187755638.1787187755638.1787187755638.1&__hssc=53035703.1.1787187755638&__hsfp=459a5155cbd50c6758f41a978f891916)[Get started](https://app.ownify.com/applications/new?__hstc=53035703.7ac1b8ec67eee9a17fd2c1eda30414aa.1787187755638.1787187755638.1787187755638.1&__hssc=53035703.1.1787187755638&__hsfp=459a5155cbd50c6758f41a978f891916) ![Single-family homes in a Raleigh-Durham, North Carolina neighborhood](/assets/hero-raleigh-CdD29h4d.jpg) North Carolina Home Fund # Proven performance. A portfolio of single-family homes across the Raleigh-Durham metro — paired with first-time buyers and underwritten for income, appreciation, and lasting impact. 12% annual portfolio return since inception. [Invest in the NC Home Fund](https://ownifyfund.portal.agorareal.com/#/public/brochure/1/716faa66-ddfa-467b-91e7-1fcaa21cab4e) [Schedule a Call](https://calendly.com/frankrohde/intro-call) Portfolio at a glance ## Performance across the fund Annualized figures based on third-party valuations from acquisition through Q1 2026. Homes in fund 20 Annualized equity growth +7.3% Avg. cap rate 6.2% The portfolio ## Real homes. Real co-owners. Each home pairs a financially-qualified first-time buyer with investor capital. ![Atwood — Ownify North Carolina Home Fund property](/assets/atwood-BEEkRohh.jpeg) ### Atwood Annualized equity appreciation +11.8% Cap Rate 5.5% ![Baldwin — Ownify North Carolina Home Fund property](/assets/baldwin-BO1AmEsC.jpeg) ### Baldwin Annualized equity appreciation +1.3% Cap Rate 6.0% ![Campbell — Ownify North Carolina Home Fund property](/assets/campbell-DOY1nxjp.jpeg) ### Campbell Annualized equity appreciation +6.0% Cap Rate 5.3% ![Dickens — Ownify North Carolina Home Fund property](/assets/dickens-5pNXey9j.png) ### Dickens Annualized equity appreciation +3.1% Cap Rate 6.5% ![Eliot — Ownify North Carolina Home Fund property](/assets/eliot-421Ilde0.png) ### Eliot Annualized equity appreciation +18.8% Cap Rate 5.8% ![Faulkner — Ownify North Carolina Home Fund property](/assets/faulkner-BF1y7JHD.png) ### Faulkner Annualized equity appreciation \-3.6% Cap Rate 6.4% ![Grisham — Ownify North Carolina Home Fund property](/assets/grisham-Dqn4SXbM.png) ### Grisham Annualized equity appreciation +6.7% Cap Rate 6.4% ![Hemingway — Ownify North Carolina Home Fund property](/assets/hemingway-CvhyTdyA.png) ### Hemingway Annualized equity appreciation \-7.1% Cap Rate 6.5% ![Irving — Ownify North Carolina Home Fund property](/assets/irving-BqqpZbrl.png) ### Irving Annualized equity appreciation +8.6% Cap Rate 6.5% ![Joyce — Ownify North Carolina Home Fund property](/assets/joyce-CBt75qFR.png) ### Joyce Annualized equity appreciation +16.0% Cap Rate 6.8% ![Kerouac — Ownify North Carolina Home Fund property](/assets/kerouac-C3WbB3dG.png) ### Kerouac Annualized equity appreciation +0.9% Cap Rate 6.4% ![Lee — Ownify North Carolina Home Fund property](/assets/lee-D5qPpxCB.png) ### Lee Annualized equity appreciation +28.8% Cap Rate 5.8% ![Morrison — Ownify North Carolina Home Fund property](/assets/morrison-BiODLr_4.png) ### Morrison Annualized equity appreciation +11.7% Cap Rate 5.7% ![Nabokov — Ownify North Carolina Home Fund property](/assets/nabokov-DGl0T_2B.png) ### Nabokov Annualized equity appreciation +19.9% Cap Rate 6.2% ![Orwell — Ownify North Carolina Home Fund property](/assets/orwell-CVaWggSJ.png) ### Orwell Annualized equity appreciation \-8.4% Cap Rate 5.5% ![Poe — Ownify North Carolina Home Fund property](/assets/poe-CWan-Z4E.png) ### Poe Annualized equity appreciation +4.4% Cap Rate 6.3% ![Quinn — Ownify North Carolina Home Fund property](/assets/quinn-BuDqP-yC.png) ### Quinn Annualized equity appreciation +1.4% Cap Rate 6.0% ![Rice — Ownify North Carolina Home Fund property](/assets/rice-auNNeYMm.png) ### Rice Annualized equity appreciation +31.2% Cap Rate 6.6% ![Shaw — Ownify North Carolina Home Fund property](/assets/shaw-m79GxgDy.png) ### Shaw Annualized equity appreciation \-5.9% Cap Rate 6.5% ![Twain — Ownify North Carolina Home Fund property](/assets/twain-BjL6Z4jd.png) ### Twain Annualized equity appreciation 0.0% Cap Rate 6.6% Annualized equity growth reflects third-party home valuations from acquisition date through Q1 2026. Cap rate reflects net operating income divided by initial property value at acquisition. Past performance is not indicative of future results. Deep dive ## Download the investment thesis Read the full North Carolina Home Fund thesis — market analysis, underwriting, returns model, and impact framework. Download the Investment Thesis[Detailed Investment Returns](https://model.ownifyfund.com/?fund=fund_i&__hstc=53035703.7ac1b8ec67eee9a17fd2c1eda30414aa.1787187755638.1787187755638.1787187755638.1&__hssc=53035703.1.1787187755638&__hsfp=459a5155cbd50c6758f41a978f891916) ## Visit our data room. Accredited investors can review property-level returns, fund structure, and current allocations. [Invest in the NC Home Fund](https://ownifyfund.portal.agorareal.com/#/public/brochure/1/716faa66-ddfa-467b-91e7-1fcaa21cab4e) [Schedule a Call](https://calendly.com/frankrohde/intro-call) [Browse 84 investor Q&As](/investors/faq) ### Homebuyers - [How it works](/homebuyers/how-it-works) - [Are you eligible?](/homebuyers/eligibility) - [Build my plan](/myplan) - [Ownify vs. mortgage](/homebuyers/vs-mortgage) - [Ownify vs. rent-to-own](/how-rent-to-own-works) - [Detailed calculators](/homebuyers/detailed_calculators) - [Ownify Mortgage](/mortgage) ### Investors - [Why invest](/investors) - [Investor FAQ](/investors/faq) - [North Carolina Home Fund](/investors/north-carolina) - [Colorado Home Fund](/investors/colorado-home-fund) - [Become a partner](/investment-partner) ### Agents - [How it works](/agents/how-it-works) - [Agent benefits](/agents/benefits) - [Get accredited](/agents/accreditation) ### Markets - [Colorado](/markets/colorado) - [North Carolina](/markets/north-carolina) - [Tennessee](/markets/tennessee) - [California](/markets/california) - [All markets](/markets) ### Company - [About us](/about) - [Our impact](/research/our-impact) - [Ownify University](/research/ownify-university) - [Reviews](/reviews) - [Blog](/blog) - [Ownify Tools & Tech](/tech) [![Ownify](/assets/ownify-logo-reversed-CShwpfYm.png)](/) [Terms](/legal/terms)[Privacy](/legal/privacy)[Contact](/contact)[Consent Preferences](#)[Do Not Sell or Share My Personal Information](https://app.termly.io/notify/50967156-fd3e-48cb-95dc-98f33b36600a)[Limit the Use Of My Sensitive Personal Information](https://app.termly.io/notify/50967156-fd3e-48cb-95dc-98f33b36600a) © 2026 Ownify, Inc. All rights reserved. Equal Housing Opportunity. Fractional ownership investments are provided by Ownify, Inc., 548 Market Street #25841, San Francisco, CA 94104. Real Estate Brokerage services may be provided by Ownify Real Estate LLC, NCREC C36616. Mortgage broker and loan processing services are offered through Real-Finity Mortgage, LLC, dba Realfinity. NMLS #2445766 and #2723220. Real-Finity Mortgage, LLC is a licensed mortgage brokerage and maintains its corporate headquarters at 929 Alton Road Suite 500, Miami Beach, FL, 33139. ✕ - Hi, I'm Owen. I can build a personalized homeownership plan for you here: https://ownify.com/myplan