Birgo Capital’s Fund V Now Available on Charles Schwab

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‍PITTSBURGH, PA | November 9, 2026‍

Eligible investors can now access Birgo’s Midwest workforce housing strategy through Charles Schwab.

Birgo Capital announced today that Birgo Heartland Multifamily Fund V LP (Fund V) is now available on Charles Schwab’s alternatives platform. The fund buys and operates Class B workforce apartment communities in Heartland markets. Prospective investors can now review Fund V with their Schwab advisor and subscribe digitally through Schwab’s Alternative Investment Marketplace.

“Our residents are nurses, teachers, and city workers, and the investors behind their housing should be able to find us where they already do their planning. Schwab puts our fifth fund in front of eligible clients and their advisors, and we’re glad to be there.”

Andrew Reichert, CEO, Birgo Capital

About Charles Schwab

Charles Schwab is one of the largest US brokerage and wealth management firms. Its alternatives offerings give eligible clients a curated lineup of third-party private funds, with digital enrollment and a vetting process for each fund it lists. Alternative Investments Select, opened to eligible retail clients in April 2025, covers private equity, hedge funds, private credit and private real estate for households with more than $5 million at Schwab. Independent advisors who custody with Schwab can also use a separate alternatives marketplace for their clients.

About Fund V

Birgo Heartland Multifamily Fund V LP (Fund V) is a seven-year fund with a $100 million target and a $150 million cap. It buys and operates Class B apartment communities of 100 units or more, built from the 1970s through 2010, in Heartland markets with limited new construction and steady renter demand. Current pipeline markets include Pittsburgh, Cleveland, Cincinnati, Louisville and Buffalo. Birgo’s principals are investing $5 million of their own capital alongside investors.

How investors can learn more

Schwab clients can ask their advisor to learn more about investing in Birgo Heartland Multifamily Fund V LP.

Questions? You can reach our team directly by emailing us at investorrelations@birgo.com

Visit birgo.com/fundv to learn more.

About Birgo Capital

Birgo Capital is a Pittsburgh-based, vertically integrated real estate private equity firm. It buys and operates multifamily housing in Heartland markets that large institutions tend to overlook. Since Birgo’s founding in 2012, the firm has grown to over $350 million in assets under management across roughly 3,600 apartment units, run by an in-house team of more than 100 people who handle property management, maintenance and leasing.

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