Our Investments

Access curated. Capital aligned. Legacy designed.

Institutional opportunities, curated for long-term wealth.
Miller Ave — Senior Debt
Senior debt position secured by institutional-grade multifamily in Mill Valley
See Investment
Universal Plaza — Senior Debt
Senior debt position secured by institutional-grade multifamily in Washington.
See Investment
The Dime — Mezz Debt
Fund allocation providing access to multifamily development in Brooklyn's growing market.
See Investment
Sunrise Ave — Senior Debt
Senior debt position secured by institutional-grade multifamily in Roseville.
See Investment
Outback Steakhouse Land O' Lakes — LP Equity
Fund allocation providing access to retail development in Lutz's growing market
See Investment
Sheetz Taylor — LP Equity
Fund allocation providing access to retail development in Taylor'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
Portillo's Brooksville — LP Equity
Fund allocation providing access to retail development in Brooksville's growing market
See Investment
Palo Verde Townhomes — Senior Debt
Senior debt position secured by institutional-grade multifamily in Goodyear
See Investment
Paseo Del Rio — Senior Debt
Senior debt position secured by institutional-grade industrial in Moraga
See Investment
Bella Canyon — Co-GP
Fund allocation providing access to multifamily development in Puyallup's growing market
See Investment
Tru — Mezz Debt
Senior debt position secured by a hotel in Florida.
See Investment