Our Investments

Access curated. Capital aligned. Legacy designed.

Institutional opportunities, curated for long-term wealth.
Sheetz Novi — LP Equity
Fund allocation providing access to retail development in Novi's growing market
See Investment
Tru — Mezz Debt
Senior debt position secured by a hotel in Florida.
See Investment
Westminster Mall — Pref Equity
Preferred equity structure in a multifamily project with downside protection
See Investment
Bavarian Inn — Pref Equity
Preferred equity structure in a multifamily project with downside protection in St. Louis
See Investment
Shopoff Industrial — Senior Debt
Senior debt position secured by institutional-grade industrial in Newport Beach
See Investment
Cranberry — Mezz Debt
Senior debt position secured by a hotel in Pennsylvania
See Investment
Autumn Grove Apartments — Co-GP
Fund allocation providing access to multifamily development in Vancouver's growing market
See Investment
Koz Market — Co-GP
Fund allocation providing access to multifamily development in Tacoma's growing market
See Investment
Inspire 22nd Versity — Pref Equity
Preferred equity structure in a multifamily project with downside protection
See Investment
Boynton Beach Marketplace — Pref Equity
Preferred equity structure in a retail project with downside protection
See Investment
Nogal Street — Senior Debt
Senior debt position secured by institutional-grade land in San Diego
See Investment
Willow — Senior Debt
Senior debt position secured by institutional-grade multifamily in Savannah.
See Investment