Strategies
Real Estate
Value-add and distressed acquisitions
- Commercial, mixed-use, and special-use assets
- Control-oriented property management where it creates value
- Optional upside layers (solar, storage, rezoning) treated as non-underwritten optionality
- Focus on assets with structural barriers to entry or execution complexity
- Distressed note acquisitions secured by real estate
Private Credit
Asset-backed lending with downside protection
- Hard-money and bridge lending with flexible duration
- Direct relationships, not marketplace lending
- Collateral-first underwriting with emphasis on control
- Conservative LTV ratios with structural protections
- Distressed note acquisitions and workouts
Ventures
Selective, relationship-driven investments
- Asymmetric upside opportunities with capped downside exposure
- Preference for businesses with defensible economics
- No spray-and-pray approach
- Active involvement where we can add strategic value
Special Situations
Complex, off-market opportunities
- Distressed debt and asset carve-outs
- Distressed note purchases and restructuring
- Structured opportunities requiring creative execution
- Situations where patient capital creates competitive advantage
- Assets that do not fit cleanly into traditional categories