Our Investments

Access curated. Capital aligned. Legacy designed.

Institutional opportunities, curated for long-term wealth.
Link — Mezz Debt
Senior debt position secured by a piece of land in California
See Investment
Shopoff Industrial — Senior Debt
Senior debt position secured by institutional-grade industrial in Newport Beach
See Investment
Y|O — Pref Equity
Preferred equity structure in a multifamily project with downside protection.
See Investment
Koz Market — Co-GP
Fund allocation providing access to multifamily development in Tacoma's growing market
See Investment
Bavarian Inn — Pref Equity
Preferred equity structure in a multifamily project with downside protection in St. Louis
See Investment
Magnolia — Senior Debt
Senior debt position secured by a multifamily asset in North Carolina
See Investment
Inspire Fremont — Co-GP
Fund allocation providing access to multifamily development in Seattle's growing market
See Investment
Sycamore Industrial — Senior Debt
Senior debt position secured by institutional-grade industrial in Camarillo.
See Investment
Sahara — Co-GP
Co-GP allocation into a large-scale multifamily asset in Las Vegas's high-growth corridor
See Investment
Florin — Senior Debt
Senior debt position secured by institutional-grade retail asset in Sacramento
See Investment
Valvoline Brooksville — LP Equity
Fund allocation providing access to retail development in Brooksville's growing market
See Investment
Koz 13th — Co-GP
Fund allocation providing access to multifamily development in Portland's growing market
See Investment