OUR STRATEGY
We invest opportunistically across the lower middle market—targeting deal sizes between $15–$75 million—where institutional capital is often underrepresented and our platform can unlock meaningful alpha.
Thematic Investing
We pursue scalable strategies supported by long-term secular tailwinds:
Multifamily: Value-add opportunities via renovation, operational efficiencies, and technology
Single-Family Rentals: Infill build-to-rent communities where we can take advantage of changing demographic trends
Industrial: Small-bay, shallow-bay, manufacturing and flex assets with strong demand fundamentals and low capital needs
Distressed & Special Situations
We capitalize on market dislocation, capital scarcity, and execution expertise to generate differentiated returns for our investors. Where traditional capital is either unavailable or mispriced:
Distressed or Mispriced Assets: Target assets trading at a discount due to ownership distress, loan maturities, or operational issues.
Structured Equity: Flexible solutions such as preferred equity and rescue capital, where we can achieve asymmetric risk/return profiles.
Capital Stack Resets: Recapitalizations and other capital stack solutions for sponsors facing loan maturities, capital shortfalls or fund-level constraints
THE IMPORTANCE OF
the Middle Market and
Execution Driven Alpha
Higher entry yields, stronger NOI growth, and execution-driven inefficiencies create outperformance.
WHERE REAL ESTATE ALPHA LIVES
EXECUTION DRIVES VALUE
Deals require creativity, speed and operational expertise, not just check writing
INEFFICIENCY = OPPORTUNITY
Middle market deals (<$75M) are priced less efficiently due to fragmented ownership, lower competition, and lack of institutional scale
MORE ALPHA AT ENTRY
Higher cap rates and lower basis offer immediate risk cushion and long-term upside