Our Investments

Access curated. Capital aligned. Legacy designed.

Institutional opportunities, curated for long-term wealth.
Chick-Fil-A Tifton — LP Equity
Fund allocation providing access to retail development in Tifton's growing market
See Investment
Bojangles Land O' Lakes — LP Equity
Fund allocation providing access to retail development in Lutz's growing market
See Investment
Sunrise Ave — Senior Debt
Senior debt position secured by institutional-grade multifamily in Roseville.
See Investment
The Shops Lone — Senior Debt
Senior debt position secured by institutional-grade retail in Brentwood.
See Investment
Mesa — Senior Debt
Senior debt position secured by institutional-grade industrial asset in Mesa
See Investment
Mission BBQ Brooksville — LP Equity
Fund allocation providing access to retail development in Brooksville's growing market
See Investment
Pinnacle Springs — LP Equity
Fund allocation providing access to retail development in Rogers's growing market
See Investment
Skyline Boulevard — Senior Debt
Senior debt position secured by institutional-grade multifamily in Woodside
See Investment
Cass — Mezz Debt
Fund allocation providing access to multifamily development in Tampa Bay's growing market
See Investment
Red Pine — Pref Equity
Preferred equity structure in a industrial project with downside protection
See Investment
Koz Killingsworth — Co-GP
Fund allocation providing access to multifamily development in Portland's growing market
See Investment
Chick-Fil-A Acworth — LP Equity
Fund allocation providing access to retail development in Acworth's growing market
See Investment