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Each deal was selected for what it does — protect capital, produce cash flow, and align interests.
Koz Killingsworth — Co-GP
Fund allocation providing access to multifamily development in Portland's growing market
Private Equity
Dutch Bros Coffee Brooksville — LP Equity
Fund allocation providing access to retail development in Brooksville's growing market
Private Equity
Inspire 22nd Versity — Pref Equity
Preferred equity structure in a multifamily project with downside protection
Private Credit
Bushwick Avenue — LP Equity
Structured capital position in a multifamily opportunity shaped for Growth-Oriented outcomes
Private Equity
Cedar — Senior Debt
Senior debt position secured by a multifamily asset in Pacific Northwest United States
Private Credit
Mission BBQ Brooksville — LP Equity
Fund allocation providing access to retail development in Brooksville's growing market
Private Equity
McDonald's Land O' Lakes — LP Equity
Fund allocation providing access to retail development in Lutz's growing market
Private Equity
Ainsley Lacey — Co-GP
Co-GP allocation into a large-scale multifamily asset in Lacey's high-growth corridor
Private Equity
Red Pine — Pref Equity
Preferred equity structure in a industrial project with downside protection
Private Credit
San Palo Road — Senior Debt
Senior debt position secured by institutional-grade retail in Atascadero
Private Credit
Magnolia — Senior Debt
Senior debt position secured by a multifamily asset in North Carolina
Private Credit
Vaspen — Equity
Equity investment collateralized by various properties throughout the United States
Private Credit
The Lux — Pref Equity
Preferred equity structure in a multifamily project with downside protection
Private Credit
Barclay — Mezz Debt
Senior debt position secured by residential penthouse and retail in New York
Private Credit
Shelton Eastlake — Co-GP
Fund allocation providing access to multifamily development in Seattle's growing market
Private Equity
Poppy — Mezz Debt
Senior debt position secured by an industrial asset in California
Private Credit
The Shops Lone — Senior Debt
Senior debt position secured by institutional-grade retail in Brentwood
Private Credit
Cortez Avenue — Senior Debt
Senior debt position secured by institutional-grade multifamily in Burlingame
Private Credit
Bojangles Land O' Lakes — LP Equity
Fund allocation providing access to retail development in Lutz's growing market
Private Equity
Outback Steakhouse Brooksville — LP Equity
Fund allocation providing access to retail development in Brooksville's growing market
Private Equity
Pacific Dental Brooksville — LP Equity
Fund allocation providing access to retail development in Brooksville's growing market
Private Equity
Florin — Senior Debt
Senior debt position secured by institutional-grade retail in Sacramento
Private Credit
Cass — Mezz Debt
Fund allocation providing access to multifamily development in Tampa Bay's growing market
Private Credit
Sunrise Ave — Senior Debt
Senior debt position secured by institutional-grade multifamily in Roseville
Private Credit
7-Eleven Auburndale — LP Equity
Fund allocation providing access to retail development in Polk City's growing market
Private Equity
Eagle — Credit Facility
Credit facility secured by institutional-grade multifamily assets throughout the United States
Private Credit
Earhart Avenue — Senior Debt
Senior debt position secured by institutional-grade industrial in Auburn
Private Credit
7-Eleven Melbourne — LP Equity
Fund allocation providing access to retail development in Melbourne's growing market
Private Equity
Ainsley Durango Station — Co-GP
Co-GP allocation into a large-scale multifamily asset in Las Vegas's high-growth corridor
Private Equity
Kearny — Senior Debt
Senior debt position secured by institutional-grade multifamily in Washington
Private Credit
Cloverdale Ave — Senior Debt
Senior debt position secured by institutional-grade industrial in Concord
Private Credit
Ely Rancho — Co-GP
Co-GP allocation into a large-scale multifamily asset in Las Vegas's high-growth corridor
Private Equity
Boynton Beach Marketplace — Pref Equity
Preferred equity structure in a retail project with downside protection
Private Credit
Independent — Mezz Debt
Senior debt position secured by a hotel in California
Private Credit
Skyline Boulevard — Senior Debt
Senior debt position secured by institutional-grade multifamily in Woodside
Private Credit
Salato Pompano Beach — Senior Debt
Senior debt position secured by institutional-grade multifamily in Pompano Beach
Private Credit
Paseo Del Rio — Senior Debt
Senior debt position secured by institutional-grade industrial in Moraga
Private Credit
Dutch Bros Coffee Land O' Lakes — LP Equity
Fund allocation providing access to retail development in Lutz's growing market
Private Equity
Woodbury Crossing Gala — Pref Equity
Preferred equity structure in a multifamily project with downside protection
Private Credit
MAG — Pref Equity
Preferred equity structure secured by various properties throughout the United States
Private Credit
The Factory Versity — Pref Equity
Preferred equity structure in a multifamily project with downside protection
Private Credit
Orange Blossom Plaza — LP Equity
Fund allocation providing access to retail development in Kissimmee's growing market
Private Equity
Koz Broadway — Co-GP
Fund allocation providing access to multifamily development in Seattle's growing market
Private Equity
Montgomery Promenade — LP Equity
Fund allocation providing access to retail development in Princeton's growing market
Private Equity
Alta Sunrise Drive — Senior Debt
Senior debt position secured by institutional-grade office in Citrus Heights
Private Credit
Koz 13th — Co-GP
Fund allocation providing access to multifamily development in Portland's growing market
Private Equity
Sun — Credit Facility
Credit facility secured by institutional-grade industrial assets throughout the United States
Private Credit
Herschel Ave — Senior Debt
Senior debt position secured by institutional-grade retail in La Jolla
Private Credit
Hearthstone — Pref Equity
Preferred equity structure in a multifamily project with downside protection
Private Credit
Isabel — Senior Debt
Senior debt position secured by institutional-grade multifamily in Los Angeles
Private Credit
North St. Abbie — Senior Debt
Senior debt position secured by institutional-grade industrial in Livermore
Private Credit
Oak — Pref Equity
Preferred equity structure in a multifamily project with downside protection
Private Credit
Stonebrook Apartments Gala — Pref Equity
Preferred equity structure in a multifamily project with downside protection
Private Credit
The 22 — LP Equity
Structured capital position in a multifamily opportunity shaped for Growth-Oriented + income-focused outcomes
Private Equity
Fifth Third Bank Land O' Lakes — LP Equity
Fund allocation providing access to retail development in Lutz's growing market
Private Equity
Walgreens Land O' Lakes — LP Equity
Fund allocation providing access to retail development in Lutz's growing market
Private Equity
Koz The Dome — Co-GP
Fund allocation providing access to multifamily development in Tacoma's growing market
Private Equity
Universal Plaza — Senior Debt
Senior debt position secured by institutional-grade multifamily in Washington
Private Credit
Sheetz Novi — LP Equity
Fund allocation providing access to retail development in Novi's growing market
Private Equity
The Raleigh — Senior Debt
Senior debt position secured by institutional-grade hotel in Miami Beach
Private Credit
Dublin — Mezz Debt
Senior debt position secured by a hotel in Ohio
Private Credit
Canyon Industrial Center — Co-GP
Co-GP allocation into a large-scale industrial asset in San Diego's high-growth corridor
Private Equity
Wolf — Senior Debt
Senior debt position secured by a hotel in Southeast United States
Private Credit
The Vox — LP Equity
Structured capital position in a multifamily opportunity shaped for Growth-Oriented + income-focused outcomes
Private Equity
Campus Walk Chico — Pref Equity
Preferred equity structure in a multifamily project with downside protection
Private Credit
Autumn Grove Apartments — Co-GP
Fund allocation providing access to multifamily development in Vancouver's growing market
Private Equity
Tallahassee Hampton — Mezz Debt
Senior debt position secured by a hotel in Florida
Private Credit
Bavarian Inn — Pref Equity
Preferred equity structure in a multifamily project with downside protection
Private Credit
The Draper — LP Equity
Structured capital position in a multifamily opportunity shaped for Growth-Oriented + income-focused outcomes
Private Equity
Bulldog — Pref Equity
Preferred equity structure in a multifamily project with downside protection in Connecticut
Private Credit
Sycamore Industrial — Senior Debt
Senior debt position secured by institutional-grade industrial in Camarillo
Private Credit
Collins — Co-GP
Co-GP allocation into a large-scale multifamily asset in Richardson's high-growth corridor
Private Equity
LaSalle — Senior Debt
Senior debt position secured by institutional-grade multifamily in Chicago
Private Credit
Tru — Mezz Debt
Senior debt position secured by a hotel in Florida
Private Credit
Highway — Senior Debt
Senior debt position secured by institutional-grade retail in Oakhurst
Private Credit
Corporate Place — Senior Debt
Senior debt position secured by institutional-grade industrial in Vallejo
Private Credit
Link — Mezz Debt
Senior debt position secured by a piece of land in California
Private Credit
QuikTrip Acworth — LP Equity
Fund allocation providing access to retail development in Acworth's growing market
Private Equity
Nashville Mixed Use — Senior Debt
Senior debt position secured by institutional-grade multifamily in Nashville
Private Credit
Shary Circle — Senior Debt
Senior debt position secured by institutional-grade industrial in Concord
Private Credit
Melbourne — Mezz Debt
Senior debt position secured by a hotel in Florida
Private Credit
Rosewood Residences Turtle — Senior Debt
Senior debt position secured by institutional-grade multifamily in Dallas
Private Credit
Sheetz Warren — LP Equity
Fund allocation providing access to retail development in Warren's growing market
Private Equity
County Road — Senior Debt
Senior debt position secured by institutional-grade land in Dunnigan
Private Credit
West Evelyn Avenue — Senior Debt
Senior debt position secured by institutional-grade retail in Sunnyvale
Private Credit
Melrose Ave — LP Equity
Fund allocation providing access to multifamily development in Los Angeles's growing market
Private Equity
Cranberry — Mezz Debt
Senior debt position secured by a hotel in Pennsylvania
Private Credit
Starbucks 501-521 Hartz — Senior Debt
Senior debt position secured by institutional-grade land in Danville
Private Credit
Koz 4th — Co-GP
Fund allocation providing access to multifamily development in Portland's growing market
Private Equity
Chick-Fil-A Tifton — LP Equity
Fund allocation providing access to retail development in Tifton's growing market
Private Equity
Nortonville — Mezz Debt
Senior debt position secured by a piece of industrial land in New Jersey.
Private Credit
Jackson — Senior Debt
Senior debt position secured by a multifamily asset in Louisiana
Private Credit
CAVA Land O' Lakes — LP Equity
Fund allocation providing access to retail development in Lutz's growing market
Private Equity
Outback Steakhouse Land O' Lakes — LP Equity
Fund allocation providing access to retail development in Lutz's growing market
Private Equity
Miller Ave — Senior Debt
Senior debt position secured by institutional-grade multifamily in Mill Valley
Private Credit
Normandie Blvd — LP Equity
Structured capital position in a multifamily opportunity shaped for Growth-Oriented + income-focused outcomes
Private Equity
Beacon Square — Pref Equity
Preferred equity structure collateralized by a large retail center in Maryland
Private Credit
Portillo's Brooksville — LP Equity
Fund allocation providing access to retail development in Brooksville's growing market
Private Equity
Willow — Senior Debt
Senior debt position secured by institutional-grade multifamily in Savannah
Private Credit
34th Ave — Senior Debt
Senior debt position secured by institutional-grade multifamily in Oakland
Private Credit