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Each deal was selected for what it does — protect capital, produce cash flow, and align interests.
Independent — Mezz Debt
Senior debt position secured by a hotel in California
Private Credit
Dublin — Mezz Debt
Senior debt position secured by a hotel in Ohio
Private Credit
Ely Maryland — Co-GP
Co-GP allocation into a large-scale multifamily asset in Las Vegas's high-growth corridor
Private Equity
The Camden — Senior Debt
Senior debt position secured by institutional-grade multifamily in Tacoma
Private Credit
Walgreens Land O' Lakes — LP Equity
Fund allocation providing access to retail development in Lutz's growing market
Private Equity
The Factory Versity — Pref Equity
Preferred equity structure in a multifamily project with downside protection
Private Credit
Stonebrook Apartments Gala — Pref Equity
Preferred equity structure in a multifamily project with downside protection
Private Credit
Shattuck Ave — Senior Debt
Senior debt position secured by institutional-grade retail in Berkeley
Private Credit
Florin — Senior Debt
Senior debt position secured by institutional-grade retail in Sacramento
Private Credit
Orange — Senior Debt
Senior debt position secured by a multifamily asset in New York
Private Credit
Riverview Plaza — Pref Equity
Preferred equity structure in a retail project with downside protection in Pennsylvania
Private Credit
Aurora Drive — Senior Debt
Senior debt position secured by institutional-grade office in San Leandro
Private Credit
Normandie Blvd — LP Equity
Structured capital position in a multifamily opportunity shaped for Growth-Oriented + income-focused outcomes
Private Equity
Dunkin' Tifton — LP Equity
Fund allocation providing access to retail development in Tifton's growing market
Private Equity
Cranberry — Mezz Debt
Senior debt position secured by a hotel in Pennsylvania
Private Credit
The Rockland Versity — Pref Equity
Preferred equity structure in a multifamily project with downside protection
Private Credit
Rooms2Go Brooksville — LP Equity
Fund allocation providing access to retail development in Brooksville's growing market
Private Equity
Sheetz Novi — LP Equity
Fund allocation providing access to retail development in Novi's growing market
Private Equity
Elysian West Valley — Co-GP
Co-GP allocation into a large-scale multifamily asset in West Valley City's high-growth corridor
Private Equity
Ely Fremont — Co-GP
Fund allocation providing access to multifamily development in Las Vegas's growing market
Private Equity
Pinnacle Springs — LP Equity
Fund allocation providing access to retail development in Rogers's growing market
Private Equity
Ainsley Durango Station — Co-GP
Co-GP allocation into a large-scale multifamily asset in Las Vegas's high-growth corridor
Private Equity
Cortez Avenue — Senior Debt
Senior debt position secured by institutional-grade multifamily in Burlingame
Private Credit
Magnolia — Senior Debt
Senior debt position secured by a multifamily asset in North Carolina
Private Credit
AFC — Senior Debt
Senior debt position secured by a Class-A office asset in Georgia
Private Credit
Kearny — Senior Debt
Senior debt position secured by institutional-grade multifamily in Washington
Private Credit
X — Mezz Debt
Senior debt position secured by a multifamily asset in Texas
Private Credit
North St. Abbie — Senior Debt
Senior debt position secured by institutional-grade industrial in Livermore
Private Credit
Westminster Mall — Pref Equity
Preferred equity structure in a multifamily project with downside protection
Private Credit
Baseline Business Park — Co-GP
Co-GP allocation into a large-scale industrial asset in Tempe's high-growth corridor
Private Equity
Steel — Mezz Debt
Senior debt position secured by a multifamily asset in Arizona
Private Credit
Airport Blvd — Senior Debt
Senior debt position secured by institutional-grade industrial in San Francisco
Private Credit
Fifth Third Bank Land O' Lakes — LP Equity
Fund allocation providing access to retail development in Lutz's growing market
Private Equity
Herschel Ave — Senior Debt
Senior debt position secured by institutional-grade retail in La Jolla
Private Credit
Earhart Avenue — Senior Debt
Senior debt position secured by institutional-grade industrial in Auburn
Private Credit
Ainsley Lacey — Co-GP
Co-GP allocation into a large-scale multifamily asset in Lacey's high-growth corridor
Private Equity
San Palo Road — Senior Debt
Senior debt position secured by institutional-grade retail in Atascadero
Private Credit
Dutch Bros Coffee Brooksville — LP Equity
Fund allocation providing access to retail development in Brooksville's growing market
Private Equity
Taylor Place — Pref Equity
Preferred equity structure in a multifamily project with downside protection
Private Credit
Marina — Senior Debt
Senior debt position secured by a retail asset in New York
Private Credit
Wolf — Senior Debt
Senior debt position secured by a hotel in Southeast United States
Private Credit
West Evelyn Avenue — Senior Debt
Senior debt position secured by institutional-grade retail in Sunnyvale
Private Credit
Miller Ave — Senior Debt
Senior debt position secured by institutional-grade multifamily in Mill Valley
Private Credit
Ely Craig — Co-GP
Co-GP allocation into a large-scale multifamily asset in Las Vegas's high-growth corridor
Private Equity
Koz Market — Co-GP
Fund allocation providing access to multifamily development in Tacoma's growing market
Private Equity
Sheetz Orion — LP Equity
Fund allocation providing access to retail development in Orion's growing market
Private Equity
Home2Suites Brooksville — LP Equity
Fund allocation providing access to retail development in Brooksville's growing market
Private Equity
Giant Philadelphia — Senior Debt
Senior debt position secured by institutional-grade retail in Philadelphia
Private Credit
Barclay — Mezz Debt
Senior debt position secured by residential penthouse and retail in New York
Private Credit
Wawa Waldorf — LP Equity
Fund allocation providing access to retail development in Waldorf's growing market
Private Equity
Orange Blossom Plaza — LP Equity
Fund allocation providing access to retail development in Kissimmee's growing market
Private Equity
Skyline Boulevard — Senior Debt
Senior debt position secured by institutional-grade multifamily in Woodside
Private Credit
Melbourne — Mezz Debt
Senior debt position secured by a hotel in Florida
Private Credit
Highway — Senior Debt
Senior debt position secured by institutional-grade retail in Oakhurst
Private Credit
Sunrise Biltmore — LP Equity
Structured capital position in a multifamily opportunity shaped for Growth-Oriented + income-focused outcomes
Private Equity
The Raleigh — Senior Debt
Senior debt position secured by institutional-grade hotel in Miami Beach
Private Credit
Palo Verde Townhomes — Senior Debt
Senior debt position secured by institutional-grade multifamily in Goodyear
Private Credit
Cloverdale Ave — Senior Debt
Senior debt position secured by institutional-grade industrial in Concord
Private Credit
Inspire Fremont — Co-GP
Fund allocation providing access to multifamily development in Seattle's growing market
Private Equity
Tru — Mezz Debt
Senior debt position secured by a hotel in Florida
Private Credit
Birch — Mezz Debt
Senior debt position secured by a multifamily asset in New York
Private Credit
Commodore — Pref Equity
Preferred equity structure secured by a mixed-use development in Southeast United States
Private Credit
Jackson — Senior Debt
Senior debt position secured by a multifamily asset in Louisiana
Private Credit
Valvoline Brooksville — LP Equity
Fund allocation providing access to retail development in Brooksville's growing market
Private Equity
Elliot Lofts — Pref Equity
Preferred equity structure in a multifamily project with downside protection
Private Credit
LaSalle — Senior Debt
Senior debt position secured by institutional-grade multifamily in Chicago
Private Credit
Chick-Fil-A Tifton — LP Equity
Fund allocation providing access to retail development in Tifton's growing market
Private Equity
Waterloo Road — Senior Debt
Senior debt position secured by institutional-grade retail in Stockton
Private Credit
Koz 4th — Co-GP
Fund allocation providing access to multifamily development in Portland's growing market
Private Equity
Red Pine — Pref Equity
Preferred equity structure in a industrial project with downside protection
Private Credit
Mission BBQ Brooksville — LP Equity
Fund allocation providing access to retail development in Brooksville's growing market
Private Equity
The Draper — LP Equity
Structured capital position in a multifamily opportunity shaped for Growth-Oriented + income-focused outcomes
Private Equity
Link — Mezz Debt
Senior debt position secured by a piece of land in California
Private Credit
Shopoff Industrial — Senior Debt
Senior debt position secured by institutional-grade industrial in Newport Beach
Private Credit
Cedar — Senior Debt
Senior debt position secured by a multifamily asset in Pacific Northwest United States
Private Credit
The Dime — Mezz Debt
Fund allocation providing access to multifamily development in Brooklyn's growing market
Private Credit
Bojangles Brooksville — LP Equity
Fund allocation providing access to retail development in Brooksville's growing market
Private Equity
Ely Rancho — Co-GP
Co-GP allocation into a large-scale multifamily asset in Las Vegas's high-growth corridor
Private Equity
Monroe — Co-GP
Co-GP allocation into a large-scale land asset in Monroe's high-growth corridor
Private Equity
Tallahassee Hampton — Mezz Debt
Senior debt position secured by a hotel in Florida
Private Credit
Montgomery Promenade — LP Equity
Fund allocation providing access to retail development in Princeton's growing market
Private Equity
Violet — Pref Equity
Preferred equity structure in a multifamily project with downside protection
Private Credit
Y|O — Pref Equity
Preferred equity structure in a multifamily project with downside protection
Private Credit
Collins — Co-GP
Co-GP allocation into a large-scale multifamily asset in Richardson's high-growth corridor
Private Equity
Bavarian Inn — Pref Equity
Preferred equity structure in a multifamily project with downside protection
Private Credit
QuikTrip Acworth — LP Equity
Fund allocation providing access to retail development in Acworth's growing market
Private Equity
Elysian Revere — Co-GP
Co-GP allocation into a large-scale multifamily asset in Las Vegas's high-growth corridor
Private Equity
Chipotle Canton — LP Equity
Fund allocation providing access to retail development in Canton's growing market
Private Equity
Salato Pompano Beach — Senior Debt
Senior debt position secured by institutional-grade multifamily in Pompano Beach
Private Credit
Chick-Fil-A Acworth — LP Equity
Fund allocation providing access to retail development in Acworth's growing market
Private Equity
Isabel — Senior Debt
Senior debt position secured by institutional-grade multifamily in Los Angeles
Private Credit
7-Eleven Auburndale — LP Equity
Fund allocation providing access to retail development in Polk City's growing market
Private Equity
Bulldog — Pref Equity
Preferred equity structure in a multifamily project with downside protection in Connecticut
Private Credit
City Gardens — Senior Debt
Senior debt position secured by institutional-grade multifamily in San Francisco
Private Credit
Koz Broadway — Co-GP
Fund allocation providing access to multifamily development in Seattle's growing market
Private Equity
Brew Coffee Carlisle — LP Equity
Fund allocation providing access to retail development in Hanover's growing market
Private Equity
Corporate Place — Senior Debt
Senior debt position secured by institutional-grade industrial in Vallejo
Private Credit
Vaspen — Equity
Equity investment collateralized by various properties throughout the United States
Private Credit
Bella Canyon — Co-GP
Fund allocation providing access to multifamily development in Puyallup's growing market
Private Equity
Outback Steakhouse Land O' Lakes — LP Equity
Fund allocation providing access to retail development in Lutz's growing market
Private Equity