Our Investments

Access curated. Capital aligned. Legacy designed.

Institutional opportunities, curated for long-term wealth.
Discount Tire Brooksville — LP Equity
Fund allocation providing access to retail development in Brooksville's growing market
See Investment
Holly — Pref Equity
Preferred equity structure in a multifamily project with downside protection
See Investment
Dublin — Mezz Debt
Senior debt position secured by a hotel in Ohio
See Investment
Pacific Dental Brooksville — LP Equity
Fund allocation providing access to retail development in Brooksville's growing market
See Investment
Topaz Tower Apartments — Senior Debt
Senior debt position secured by institutional-grade multifamily in San Pedro.
See Investment
Sheetz Orion — LP Equity
Fund allocation providing access to retail development in Orion's growing market
See Investment
Miller Ave — Senior Debt
Senior debt position secured by institutional-grade multifamily in Mill Valley
See Investment
Koz Broadway — Co-GP
Fund allocation providing access to multifamily development in Seattle's growing market
See Investment
Isabel — Senior Debt
Senior debt position secured by institutional-grade multifamily asset in Los Angeles
See Investment
The Raleigh — Senior Debt
Senior debt position secured by institutional-grade hotel in Miami Beach.
See Investment
Shary Circle — Senior Debt
Senior debt position secured by institutional-grade industrial in Concord
See Investment
Y|O — Pref Equity
Preferred equity structure in a multifamily project with downside protection.
See Investment