About InvestTrek

Operators First. Investors Always.

A hospitality and social sport investment firm built by people who have financed, founded and run the kinds of businesses we now back.

Our Story

Decades in the Making

Our founders spent careers inside the institutions that finance American real estate, then left to build. We have structured more than $5B of commercial real estate debt, launched a hospitality brand around three properties next to national parks, and backed six founders in their first rounds.

InvestTrek brings all of it under one roof. We invest in operating companies, in the real estate they need, and in the two together. Then we roll up our sleeves and stay long after the wire clears.

Leadership

Meet the Team

Alan Flatt

Founder & Managing Partner

Three decades structuring commercial real estate debt, the last fifteen in senior leadership at Bank of America Merrill Lynch and Wells Fargo, closing over $5 billion in loans. Co-founded Terra Vi, then EEP Capital, one of the first U.S. padel venture funds, before founding InvestTrek in 2024.

Brian Calvert

Partner, Corporate Finance

More than 30 years of corporate finance, deal-making, and legal strategy. Founded a consulting practice at Development Specialists, Inc. and led acquisitions and exits across manufacturing companies.

Gretchen Barth

Acquisitions & Investor Relations

Real estate investment professional across acquisitions, underwriting, capital formation, and asset management in residential, commercial, and hospitality real estate. Leads investor relations.

Kelly Reed

Partner, Brand & Strategy

Marketing, brand, and growth strategist with 25+ years across sport and hospitality, aligning positioning, deal storytelling, and operator partnerships.

Daniel Koupermann

Development Director

More than 30 years pioneering hospitality in South America, from managing hotels and a Galapagos cruise ship to conceiving and building the Kapawi Ecolodge.

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