Boutique Hospitality Investment Firm

Building the Future of Travel

A vertically integrated boutique hotel acquisition and asset management platform. We identify, acquire, and operate hotels that are underperforming because of management, not because of the asset.

Request Fund Materials Meet the Team

Founded

2026

Headquarters

Orlando, FL

Strategy

Boutique Hotel Value-Add

Target Markets

U.S. Secondary Markets

Target Assets

Sub-$20M boutique hotels

The Mission

PivotPt Capital acquires undervalued boutique hotels, converts them to institutional-grade assets, and delivers risk-adjusted returns to accredited investors through disciplined underwriting, self-operated management, and proprietary technology.

Investment Philosophy

How We Think

Investment Process

Every offering memorandum is treated as a hypothesis, not a source of truth. Broker-stated NOI is reconstructed line by line against trailing twelve-month actuals, and every deal receives an OM Variance Score that follows it from first look to LP distribution. Only deals that survive 15 discrete stress scenarios reach capital.

Operating Model

Third-party management and franchise fees typically consume 8 to 11% of gross revenue at the boutique tier. Beco Collective, PivotPt's wholly-owned operating company, self-manages every property where the economics support it, sharing revenue management, procurement, HR, and technology from the first acquisition. A brand or franchise affiliation stays on the table wherever the demand lift outweighs the fee.

Acquisition Criteria

The target is a boutique hotel with durable demand, genuine physical character, and an operational gap active management can close, not necessarily one that's already performing. Every candidate is scored against a five-category Brand Fit framework; anything below 50 doesn't advance, regardless of deal economics. The thesis: character is durable, underperformance is fixable, and the return is the spread between the two.

Leadership

The Team

Philip Bernardo

Founder and Managing Partner

Phil Bernardo is the founder of PivotPt Capital. He has spent fifteen years in hospitality across hotel operations, revenue management, asset management for a publicly traded lodging REIT, and acquisitions underwriting, including time inside the global growth organization at Hyatt Hotels Corporation directing development and feasibility analytics. He holds an MBA in Finance and a BS in Accounting and Finance from Southern New Hampshire University.

Request Fund Materials

Minimum investment $250,000. For accredited investors only. Includes the PPM, financial model and underwriting package, property-level due diligence summaries, LP subscription documents, and investor Q&A call scheduling.