Our Investments

Access curated. Capital aligned. Legacy designed.

Institutional opportunities, curated for long-term wealth.
Holly — Pref Equity
Preferred equity structure in a multifamily project with downside protection
See Investment
Nogal Street — Senior Debt
Senior debt position secured by institutional-grade land in San Diego
See Investment
The Lux — Pref Equity
Preferred equity structure in a multifamily project with downside protection.
See Investment
Cortez Avenue — Senior Debt
Senior debt position secured by a multifamily asset in Burlingame
See Investment
Y|O — Pref Equity
Preferred equity structure in a multifamily project with downside protection.
See Investment
West Evelyn Avenue — Senior Debt
Senior debt position secured by institutional-grade retail in Sunnyvale.
See Investment
Cass — Mezz Debt
Fund allocation providing access to multifamily development in Tampa Bay's growing market
See Investment
North St. Abbie — Senior Debt
Senior debt position secured by institutional-grade industrial asset in Livermore
See Investment
Starbucks 501-521 Hartz — Senior Debt
Senior debt position secured by institutional-grade land in Danville
See Investment
Isabel — Senior Debt
Senior debt position secured by institutional-grade multifamily asset in Los Angeles
See Investment
Outback Steakhouse Brooksville — LP Equity
Fund allocation providing access to retail development in Brooksville's growing market
See Investment
Sheetz Orion — LP Equity
Fund allocation providing access to retail development in Orion's growing market
See Investment