Our Investments

Access curated. Capital aligned. Legacy designed.

Institutional opportunities, curated for long-term wealth.
Chino Hills — Senior Debt
Senior debt position secured by a retail asset in Chino
See Investment
Melrose Ave — LP Equity
Fund allocation providing access to multifamily development in Los Angeles's growing market
See Investment
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Sunrise Ave — Senior Debt
Senior debt position secured by institutional-grade multifamily in Roseville.
See Investment
Sun — Credit Facility
Credit facility secured by institutional-grade industrial assets throughout the United States
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San Palo Road — Senior Debt
Senior debt position secured by institutional-grade retail in Atascadero
See Investment
Willow — Senior Debt
Senior debt position secured by institutional-grade multifamily in Savannah.
See Investment
The Raleigh — Senior Debt
Senior debt position secured by institutional-grade hotel in Miami Beach.
See Investment
Yauger Park Villas — Co-GP
Fund allocation providing access to multifamily development in Olympia's growing market.
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Harrington — Mezz Debt
Construction loan for a multifamily development in Washington
See Investment
QuikTrip Acworth — LP Equity
Fund allocation providing access to retail development in Acworth's growing market
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Parker — Co-GP
Co-GP allocation into a large-scale multifamily asset in Tyler's high-growth corridor
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McDonald's Land O' Lakes — LP Equity
Fund allocation providing access to retail development in Lutz's growing market
See Investment