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Each deal was selected for what it does — protect capital, produce cash flow, and align interests.
Waterloo Road — Senior Debt
Senior debt position secured by institutional-grade retail in Stockton
Private Credit
Nashville Mixed Use — Senior Debt
Senior debt position secured by institutional-grade multifamily in Nashville
Private Credit
Chipotle Canton — LP Equity
Fund allocation providing access to retail development in Canton's growing market
Private Equity
Discount Tire Brooksville — LP Equity
Fund allocation providing access to retail development in Brooksville's growing market
Private Equity
Bavarian Inn — Pref Equity
Preferred equity structure in a multifamily project with downside protection
Private Credit
The Rockland Versity — Pref Equity
Preferred equity structure in a multifamily project with downside protection
Private Credit
Giant Philadelphia — Senior Debt
Senior debt position secured by institutional-grade retail in Philadelphia
Private Credit
Ely Rancho — Co-GP
Co-GP allocation into a large-scale multifamily asset in Las Vegas's high-growth corridor
Private Equity
Elysian Cornelius — Co-GP
Co-GP allocation into a large-scale multifamily asset in Portland's high-growth corridor
Private Equity
7-Eleven Melbourne — LP Equity
Fund allocation providing access to retail development in Melbourne's growing market
Private Equity
Elliot Lofts — Pref Equity
Preferred equity structure in a multifamily project with downside protection
Private Credit
Sage — Senior Debt
Senior debt position secured by a multifamily asset in Texas
Private Credit
Soho Townhouse — Senior Debt
Senior debt position secured by institutional-grade multifamily in New York
Private Credit
Taylor Place — Pref Equity
Preferred equity structure in a multifamily project with downside protection
Private Credit
Koz The Dome — Co-GP
Fund allocation providing access to multifamily development in Tacoma's growing market
Private Equity
Pacific Dental Brooksville — LP Equity
Fund allocation providing access to retail development in Brooksville's growing market
Private Equity
Isabel — Senior Debt
Senior debt position secured by institutional-grade multifamily in Los Angeles
Private Credit
Sunrise Ave — Senior Debt
Senior debt position secured by institutional-grade multifamily in Roseville
Private Credit
Highway — Senior Debt
Senior debt position secured by institutional-grade retail in Oakhurst
Private Credit
Inspire Fremont — Co-GP
Fund allocation providing access to multifamily development in Seattle's growing market
Private Equity
Shopoff Industrial — Senior Debt
Senior debt position secured by institutional-grade industrial in Newport Beach
Private Credit
Melbourne — Mezz Debt
Senior debt position secured by a hotel in Florida
Private Credit
Barclay — Mezz Debt
Senior debt position secured by residential penthouse and retail in New York
Private Credit
Steel — Mezz Debt
Senior debt position secured by a multifamily asset in Arizona
Private Credit
Chick-Fil-A Tifton — LP Equity
Fund allocation providing access to retail development in Tifton's growing market
Private Equity
Poppy — Mezz Debt
Senior debt position secured by an industrial asset in California
Private Credit
Pinnacle Springs — LP Equity
Fund allocation providing access to retail development in Rogers's growing market
Private Equity
Milvia — Senior Debt
Senior debt position secured by institutional-grade land in Berkeley
Private Credit
Wawa Waldorf — LP Equity
Fund allocation providing access to retail development in Waldorf's growing market
Private Equity
Vaspen — Equity
Equity investment collateralized by various properties throughout the United States
Private Credit
Mission BBQ Brooksville — LP Equity
Fund allocation providing access to retail development in Brooksville's growing market
Private Equity
Independent — Mezz Debt
Senior debt position secured by a hotel in California
Private Credit
Normandie Blvd — LP Equity
Structured capital position in a multifamily opportunity shaped for Growth-Oriented + income-focused outcomes
Private Equity
Alta Sunrise Drive — Senior Debt
Senior debt position secured by institutional-grade office in Citrus Heights
Private Credit
Elysian West Valley — Co-GP
Co-GP allocation into a large-scale multifamily asset in West Valley City's high-growth corridor
Private Equity
Y|O — Pref Equity
Preferred equity structure in a multifamily project with downside protection
Private Credit
Ursa — LP Equity
Structured capital position in a Class-A office development in Florida
Private Equity
CAVA Land O' Lakes — LP Equity
Fund allocation providing access to retail development in Lutz's growing market
Private Equity
Valvoline Brooksville — LP Equity
Fund allocation providing access to retail development in Brooksville's growing market
Private Equity
Montgomery Promenade — LP Equity
Fund allocation providing access to retail development in Princeton's growing market
Private Equity
Nortonville — Mezz Debt
Senior debt position secured by a piece of industrial land in New Jersey.
Private Credit
Cortez Avenue — Senior Debt
Senior debt position secured by institutional-grade multifamily in Burlingame
Private Credit
Woodbury Crossing Gala — Pref Equity
Preferred equity structure in a multifamily project with downside protection
Private Credit
Salato Pompano Beach — Senior Debt
Senior debt position secured by institutional-grade multifamily in Pompano Beach
Private Credit
Chino Hills — Senior Debt
Senior debt position secured by institutional-grade retail in Chino
Private Credit
The Camden — Senior Debt
Senior debt position secured by institutional-grade multifamily in Tacoma
Private Credit
Paseo Del Rio — Senior Debt
Senior debt position secured by institutional-grade industrial in Moraga
Private Credit
Ely Craig — Co-GP
Co-GP allocation into a large-scale multifamily asset in Las Vegas's high-growth corridor
Private Equity
Ainsley Tivoli — Co-GP
Co-GP allocation into a large-scale multifamily asset in Las Vegas's high-growth corridor
Private Equity
Monroe — Co-GP
Co-GP allocation into a large-scale land asset in Monroe's high-growth corridor
Private Equity
Starbucks 501-521 Hartz — Senior Debt
Senior debt position secured by institutional-grade land in Danville
Private Credit
Violet — 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 Draper — LP Equity
Structured capital position in a multifamily opportunity shaped for Growth-Oriented + income-focused outcomes
Private Equity
Ainsley Lacey — Co-GP
Co-GP allocation into a large-scale multifamily asset in Lacey's high-growth corridor
Private Equity
Residences Monroe — Senior Debt
Senior debt position secured by institutional-grade multifamily in Hollywood
Private Credit
Shary Circle — Senior Debt
Senior debt position secured by institutional-grade industrial in Concord
Private Credit
Florin — Senior Debt
Senior debt position secured by institutional-grade retail in Sacramento
Private Credit
Fifth Third Bank Land O' Lakes — LP Equity
Fund allocation providing access to retail development in Lutz's growing market
Private Equity
Sunnyvale — Senior Debt
Senior debt position secured by a flagship hotel in California
Private Credit
Birch — Mezz Debt
Senior debt position secured by a multifamily asset in New York
Private Credit
Inspire 22nd Versity — Pref Equity
Preferred equity structure in a multifamily project with downside protection
Private Credit
Outback Steakhouse Land O' Lakes — LP Equity
Fund allocation providing access to retail development in Lutz's growing market
Private Equity
The 22 — LP Equity
Structured capital position in a multifamily opportunity shaped for Growth-Oriented + income-focused outcomes
Private Equity
Tallahassee Hampton — Mezz Debt
Senior debt position secured by a hotel in Florida
Private Credit
AFC — Senior Debt
Senior debt position secured by a Class-A office asset in Georgia
Private Credit
Dutch Bros Coffee Land O' Lakes — LP Equity
Fund allocation providing access to retail development in Lutz's growing market
Private Equity
Herschel Ave — Senior Debt
Senior debt position secured by institutional-grade retail in La Jolla
Private Credit
Eagle — Credit Facility
Credit facility secured by institutional-grade multifamily assets throughout the United States
Private Credit
Kearny — Senior Debt
Senior debt position secured by institutional-grade multifamily in Washington
Private Credit
Whataburger Canton — LP Equity
Fund allocation providing access to retail development in Canton's growing market
Private Equity
Sheetz Taylor — LP Equity
Fund allocation providing access to retail development in Taylor's growing market
Private Equity
Link — Mezz Debt
Senior debt position secured by a piece of land in California
Private Credit
Sun — Credit Facility
Credit facility secured by institutional-grade industrial assets throughout the United States
Private Credit
Yauger Park Villas — Co-GP
Fund allocation providing access to multifamily development in Olympia's growing market
Private Equity
Airport Blvd — Senior Debt
Senior debt position secured by institutional-grade industrial in San Francisco
Private Credit
Diablo Vista Way — Senior Debt
Senior debt position secured by institutional-grade land in Lafayette
Private Credit
Collins — Co-GP
Co-GP allocation into a large-scale multifamily asset in Richardson's high-growth corridor
Private Equity
Home2Suites Brooksville — LP Equity
Fund allocation providing access to retail development in Brooksville's growing market
Private Equity
Beacon Square — Pref Equity
Preferred equity structure collateralized by a large retail center in Maryland
Private Credit
Harrington — Mezz Debt
Construction loan for a multifamily development in Washington
Private Credit
Campus Walk Chico — Pref Equity
Preferred equity structure in a multifamily project with downside protection
Private Credit
County Road — Senior Debt
Senior debt position secured by institutional-grade land in Dunnigan
Private Credit
North St. Abbie — Senior Debt
Senior debt position secured by institutional-grade industrial in Livermore
Private Credit
Bojangles Land O' Lakes — LP Equity
Fund allocation providing access to retail development in Lutz's growing market
Private Equity
LaSalle — Senior Debt
Senior debt position secured by institutional-grade multifamily in Chicago
Private Credit
Koz 4th — Co-GP
Fund allocation providing access to multifamily development in Portland's growing market
Private Equity
Earhart Avenue — Senior Debt
Senior debt position secured by institutional-grade industrial in Auburn
Private Credit
Riverview Plaza — Pref Equity
Preferred equity structure in a retail project with downside protection in Pennsylvania
Private Credit
San Palo Road — Senior Debt
Senior debt position secured by institutional-grade retail in Atascadero
Private Credit
Miller Ave — Senior Debt
Senior debt position secured by institutional-grade multifamily in Mill Valley
Private Credit
Orange Blossom Plaza — LP Equity
Fund allocation providing access to retail development in Kissimmee's growing market
Private Equity
Grand Ave — Senior Debt
Senior debt position secured by institutional-grade multifamily in Woodland
Private Credit
Shelton Eastlake — Co-GP
Fund allocation providing access to multifamily development in Seattle's growing market
Private Equity
34th Ave — Senior Debt
Senior debt position secured by institutional-grade multifamily in Oakland
Private Credit
Wolf — Senior Debt
Senior debt position secured by a hotel in Southeast United States
Private Credit
Cranberry — Mezz Debt
Senior debt position secured by a hotel in Pennsylvania
Private Credit
Bojangles Brooksville — LP Equity
Fund allocation providing access to retail development in Brooksville's growing market
Private Equity
Easton Village Apartments — Co-GP
Fund allocation providing access to multifamily development in Boise's growing market
Private Equity
The Shops Lone — Senior Debt
Senior debt position secured by institutional-grade retail in Brentwood
Private Credit