Our Investments

Access curated. Capital aligned. Legacy designed.

Institutional opportunities, curated for long-term wealth.
West Evelyn Avenue — Senior Debt
Senior debt position secured by institutional-grade retail in Sunnyvale.
See Investment
Sage — Senior Debt
Senior debt position secured by a multifamily asset in Texas
See Investment
Universal Plaza — Senior Debt
Senior debt position secured by institutional-grade multifamily in Washington.
See Investment
Koz The Dome — Co-GP
Fund allocation providing access to multifamily development in Tacoma's growing market
See Investment
Shary Circle — Senior Debt
Senior debt position secured by institutional-grade industrial in Concord
See Investment
Sheetz Orion — LP Equity
Fund allocation providing access to retail development in Orion's growing market
See Investment
Home2Suites Brooksville — LP Equity
Fund allocation providing access to retail development in Brooksville's growing market
See Investment
Dunkin' Tifton — LP Equity
Fund allocation providing access to retail development in Tifton's growing market
See Investment
Cass — Mezz Debt
Fund allocation providing access to multifamily development in Tampa Bay's growing market
See Investment
Miller Ave — Senior Debt
Senior debt position secured by institutional-grade multifamily in Mill Valley
See Investment
Isabel — Senior Debt
Senior debt position secured by institutional-grade multifamily asset in Los Angeles
See Investment
Koz 4th — Co-GP
Fund allocation providing access to multifamily development in Portland's growing market
See Investment