Our Investments

Access curated. Capital aligned. Legacy designed.

Institutional opportunities, curated for long-term wealth.
Waterloo Road — Senior Debt
Senior debt position secured by institutional-grade retail in Stockton.
See Investment
Sheetz Taylor — LP Equity
Fund allocation providing access to retail development in Taylor's growing market
See Investment
Paseo Del Rio — Senior Debt
Senior debt position secured by institutional-grade industrial in Moraga
See Investment
Red Pine — Pref Equity
Preferred equity structure in a industrial project with downside protection
See Investment
Salato Pompano Beach — Senior Debt
Senior debt position secured by institutional-grade multifamily in Pompano Beach
See Investment
No items found.
Nogal Street — Senior Debt
Senior debt position secured by institutional-grade land in San Diego
See Investment
Topaz Tower Apartments — Senior Debt
Senior debt position secured by institutional-grade multifamily in San Pedro.
See Investment
Ainsley Lacey — Co-GP
Co-GP allocation into a large-scale multifamily asset in Lacey's high-growth corridor
See Investment
Palo Verde Townhomes — Senior Debt
Senior debt position secured by institutional-grade multifamily in Goodyear
See Investment
Jackson — Senior Debt
Senior debt position secured by a multifamily asset in Louisiana
See Investment
Koz The Dome — Co-GP
Fund allocation providing access to multifamily development in Tacoma's growing market
See Investment
Florin — Senior Debt
Senior debt position secured by institutional-grade retail asset in Sacramento
See Investment
Koz 4th — Co-GP
Fund allocation providing access to multifamily development in Portland's growing market
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
Autumn Grove Apartments — Co-GP
Fund allocation providing access to multifamily development in Vancouver's growing market
See Investment
The Lux — Pref Equity
Preferred equity structure in a multifamily project with downside protection.
See Investment
Oak — Pref Equity
Preferred equity structure in a multifamily project with downside protection
See Investment
Ainsley Durango Station — Co-GP
Co-GP allocation into a large-scale multifamily asset in Las Vegas's high-growth corridor
See Investment
Ely Maryland — Co-GP
Co-GP allocation into a large-scale multifamily asset in Las Vegas's high-growth corridor
See Investment
Miller Ave — Senior Debt
Senior debt position secured by institutional-grade multifamily in Mill Valley
See Investment
Portillo's Brooksville — LP Equity
Fund allocation providing access to retail development in Brooksville's growing market
See Investment
The Dime — Mezz Debt
Fund allocation providing access to multifamily development in Brooklyn's growing market.
See Investment
Elysian West Valley — Co-GP
Co-GP allocation into a large-scale multifamily asset in West Valley City's high-growth corridor
See Investment
Dublin — Mezz Debt
Senior debt position secured by a hotel in Ohio
See Investment
Kearny — Senior Debt
Senior debt position secured by institutional-grade multifamily asset in Washington
See Investment
Sunrise Biltmore — LP Equity
Structured capital position in a multifamily opportunity shaped for growth and income-focused outcomes.
See Investment
Marina — Senior Debt
Senior debt position secured by a retail asset in New York
See Investment
Ely Craig — Co-GP
Co-GP allocation into a large-scale multifamily asset in Las Vegas's high-growth corridor
See Investment
Campus Walk Chico — 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
Shattuck Ave — Senior Debt
Senior debt position secured by institutional-grade retail in Berkeley
See Investment
Violet — Pref Equity
Preferred equity structure in a multifamily project with downside protection.
See Investment
MAG — Pref Equity
Preferred equity structure secured by various properties throughout the United States
See Investment
Vaspen — Equity
Equity investment collateralized by various properties throughout the United States.
See Investment
No items found.
Yauger Park Villas — Co-GP
Fund allocation providing access to multifamily development in Olympia's growing market.
See Investment
Easton Village Apartments — Co-GP
Fund allocation providing access to multifamily development in Boise's growing market
See Investment
Normandie Blvd — LP Equity
Structured capital position in a multifamily opportunity in Los Angeles
See Investment
The 22 — LP Equity
Structured capital position in a multifamily opportunity shaped for growth and income-focused outcomes.
See Investment
Walgreens Land O' Lakes — LP Equity
Fund allocation providing access to retail development in Lutz's growing market.
See Investment
Birch — Mezz Debt
Senior debt position secured by a multifamily asset in New York
See Investment
The Draper — LP Equity
Structured capital position in a multifamily opportunity shaped for growth and income-focused outcomes.
See Investment
Inspire 22nd Versity — Pref Equity
Preferred equity structure in a multifamily project with downside protection
See Investment
Sunrise Ave — Senior Debt
Senior debt position secured by institutional-grade multifamily in Roseville.
See Investment
Dunkin' Tifton — LP Equity
Fund allocation providing access to retail development in Tifton's growing market
See Investment
Corporate Place — Senior Debt
Senior debt position secured by an industrial asset in Vallejo
See Investment
Alta Sunrise Drive — Senior Debt
Senior debt position secured by institutional-grade office asset in Citrus Heights
See Investment
Dutch Bros Coffee Brooksville — LP Equity
Fund allocation providing access to retail development in Brooksville's growing market
See Investment
Isabel — Senior Debt
Senior debt position secured by institutional-grade multifamily asset in Los Angeles
See Investment
7-Eleven Melbourne — LP Equity
Fund allocation providing access to retail development in Melbourne's growing market
See Investment
Wawa Waldorf — LP Equity
Fund allocation providing access to retail development in Waldorf's growing market.
See Investment
Shary Circle — Senior Debt
Senior debt position secured by institutional-grade industrial in Concord
See Investment
Fifth Third Bank Land O' Lakes — LP Equity
Fund allocation providing access to retail development in Lutz's growing market
See Investment
Sun — Credit Facility
Credit facility secured by institutional-grade industrial assets throughout the United States
See Investment
West Evelyn Avenue — Senior Debt
Senior debt position secured by institutional-grade retail in Sunnyvale.
See Investment
Outback Steakhouse Brooksville — LP Equity
Fund allocation providing access to retail development in Brooksville's growing market
See Investment
Koz Killingsworth — Co-GP
Fund allocation providing access to multifamily development in Portland's growing market
See Investment
VW HQ — LP Equity
Fund allocation providing access to office development in Auburn Hills's growing market.
See Investment
Wolf — Senior Debt
Senior debt position secured by a hotel in Southeast United States.
See Investment
Collins — Co-GP
Co-GP allocation into a large-scale multifamily asset in Richardson's high-growth corridor
See Investment
Magnolia — Senior Debt
Senior debt position secured by a multifamily asset in North Carolina
See Investment
The Vox — LP Equity
Structured capital position in a multifamily opportunity shaped for growth and income-focused outcomes.
See Investment
Hearthstone — Pref Equity
Preferred equity structure in a multifamily project with downside protection
See Investment
Rosewood Residences Turtle — Senior Debt
Senior debt position secured by institutional-grade multifamily in Dallas
See Investment
Chick-Fil-A Tifton — LP Equity
Fund allocation providing access to retail development in Tifton's growing market
See Investment
Chino Hills — Senior Debt
Senior debt position secured by a retail asset in Chino
See Investment
Sheetz Orion — LP Equity
Fund allocation providing access to retail development in Orion's growing market
See Investment
Olive Garden Brooksville — LP Equity
Fund allocation providing access to retail development in Brooksville's growing market
See Investment
Beacon Square — Pref Equity
Preferred equity structure collateralized by a large retail center in Maryland
See Investment
Koz Broadway — Co-GP
Fund allocation providing access to multifamily development in Seattle's growing market
See Investment
Sheetz Warren — LP Equity
Fund allocation providing access to retail development in Warren's growing market
See Investment
Westminster Mall — Pref Equity
Preferred equity structure in a multifamily project with downside protection
See Investment
Pomeroy — Senior Debt
Senior debt position secured by institutional-grade retail in Ukiah
See Investment
Melbourne — Mezz Debt
Senior debt position secured by a hotel in Florida
See Investment
Riverwalk — Mezz Debt
Senior debt position secured by a hotel in Texas
See Investment
Mesa — Senior Debt
Senior debt position secured by institutional-grade industrial asset in Mesa
See Investment
The Shops Lone — Senior Debt
Senior debt position secured by institutional-grade retail in Brentwood.
See Investment
City Gardens — Senior Debt
Senior debt position secured by institutional-grade multifamily asset in San Francisco
See Investment
Shelton Eastlake — Co-GP
Fund allocation providing access to multifamily development in Seattle's growing market
See Investment
Monroe — Co-GP
Co-GP allocation into a large-scale land asset in Monroe's high-growth corridor
See Investment
Diablo Vista Way — Senior Debt
Senior debt position secured by institutional-grade land in Lafayette
See Investment
QuikTrip Acworth — LP Equity
Fund allocation providing access to retail development in Acworth's growing market
See Investment
Cedar — Senior Debt
Senior debt position secured by a multifamily asset in Pacific Northwest United States
See Investment
No items found.
Bojangles Land O' Lakes — LP Equity
Fund allocation providing access to retail development in Lutz's growing market
See Investment
Bella Canyon — Co-GP
Fund allocation providing access to multifamily development in Puyallup's growing market
See Investment
Ely Fremont — Co-GP
Fund allocation providing access to multifamily development in Las Vegas's growing market
See Investment
Starbucks 501-521 Hartz — Senior Debt
Senior debt position secured by institutional-grade land in Danville
See Investment
Earhart Avenue — Senior Debt
Senior debt position secured by institutional-grade industrial asset in Auburn
See Investment
Holly — Pref Equity
Preferred equity structure in a multifamily project with downside protection
See Investment
North St. Abbie — Senior Debt
Senior debt position secured by institutional-grade industrial asset in Livermore
See Investment
Barclay — Mezz Debt
Senior debt position secured by residential penthouse and retail asset in New York
See Investment
Eagle — Credit Facility
Credit facility secured by institutional-grade multifamily assets throughout the United States
See Investment
Highway — Senior Debt
Senior debt position secured by institutional-grade retail asset in Oakhurst
See Investment
One Court Square — Senior Debt
Senior debt position secured by institutional-grade office in Queens
See Investment
The Factory Versity — Pref Equity
Preferred equity structure in a multifamily project with downside protection.
See Investment
Orange — Senior Debt
Senior debt position secured by a multifamily asset in New York
See Investment
Outback Steakhouse Land O' Lakes — LP Equity
Fund allocation providing access to retail development in Lutz's growing market
See Investment
Brew Coffee Carlisle — LP Equity
Fund allocation providing access to retail development in Hanover's growing market
See Investment
LaSalle — Senior Debt
Senior debt position secured by institutional-grade multifamily asset in Chicago
See Investment
Pinnacle Springs — LP Equity
Fund allocation providing access to retail development in Rogers's growing market
See Investment