Thesis-Driven Capital. Sector Mastery. Repeatable Outcomes.

We invest in operating platforms with real asset exposure — where real estate is not just a passive investment, but a scalable business model. Our mandate targets cash-flowing assets, infrastructure-backed services, and tech-enabled platforms with embedded operational complexity and institutional exit potential.

• Logistics & Industrial Platforms   Warehousing, distribution centers, and last-mile infrastructure with strong tenant demand, strategic location density, and value-add potential.

• Multifamily & Housing-as-a-Service   Scalable residential platforms with recurring income, operational control, and embedded service layers — including workforce housing, student housing, and build-to-rent portfolios.

• Real Estate-Backed Operating Businesses   Companies where real estate underpins the business model — including self-storage, senior living, hospitality, and infrastructure services.

• PropTech & Real Estate Technology   SaaS platforms and data infrastructure that digitize asset management, tenant engagement, and operational workflows across portfolios.

• Infrastructure-Linked Assets   Investments in real estate tied to energy, transportation, and utility infrastructure — including EV charging hubs, data centers, and renewable energy sites.

Execution Themes

Our value creation strategy in real estate is built on asset optimization, operational scale, and institutional-grade governance. Core execution levers include:

• NOI Expansion & Operational Efficiency   Driving net operating income through lease optimization, expense control, and service layering.

• Platform Aggregation & Market Consolidation   Executing roll-ups in fragmented verticals with geographic density, brand scalability, and operational synergies.

• Technology Enablement & Data Visibility   Deploying proptech solutions to enhance asset performance, tenant experience, and portfolio analytics.

• Capital Stack Optimization   Structuring debt, equity, and incentive layers to maximize returns and mitigate risk — including refinancing, tax credits, and JV structures.

• Institutional Exit Structuring   Preparing platforms for strategic sale, REIT conversion, or sponsor recapitalization with diligence-ready governance and scalable infrastructure.