Investment Strategies

Four complementary strategies united by a focus on real assets, cash flow, and downside protection.

Real Estate

We pursue value‑add and special‑serviced opportunities where disciplined capex and tenancy strategy can unlock durable yield.

Investment Thesis

Real estate offers tangible collateral, inflation protection, and multiple paths to value creation. We focus on situations where operational improvements, capital structure optimization, or market timing can generate asymmetric returns.

Target Opportunities

•Value‑add multi‑family in growing secondary markets
•Urban mixed‑use with lease‑up or repositioning potential
•Special‑serviced assets requiring rescue capital or restructuring
•Opportunistic land with entitlement upside

Typical Structures

Common Equity

Sponsor co‑investment with board rights

Preferred Equity

Current yield with upside participation

Mezzanine Debt

Secured by pledge of ownership interests

Rescue Capital

Bridge financing for distressed situations

Investment Horizon

Typically 3–7 years, with flexibility to hold longer if fundamentals support continued ownership.

Discuss an Opportunity

We review selective deal flow across all four strategies. Confidential inquiries welcome.