Stabilized & Value-Add Assets • Growth Markets

Own the Asset. Grow the Equity.

A private holding company that acquires, operates, and compounds value across income-producing assets—building long-term equity through disciplined ownership.

Our ApproachServices

Portfolio Value

$420M+

Income-producing properties

Target Returns

18%+

Long-term equity growth

Strategic Markets

12+

High-growth submarkets

New acquisition closed under budget with strong projected returnsPortfolio occupancy exceeds targets across all holdingsQ4 investor report now available in LP portalStrategic refinancing completed on stabilized assetsNew acquisition closed under budget with strong projected returnsPortfolio occupancy exceeds targets across all holdingsQ4 investor report now available in LP portalStrategic refinancing completed on stabilized assets

Who We Are

A Private Holding Company

We acquire, operate, and compound value in income-producing properties. Our advantage is simple: disciplined underwriting, hands-on operations, and conservative, property-level leverage. We buy well-located assets, drive durable cash flow, and hold for long-term equity growth.

Asset Protection

A holding company acts as a legal shield, separating personal assets from real estate holdings, which protects them from potential business-related lawsuits or creditors.

Financial & Operational Separation

Creates clear separation between personal and business finances, required to open business bank accounts and a key component of liability protection.

Tax Benefits

Holding companies provide tax advantages, such as deferring income and lowering overall taxable income by making it easier to match income with related expenses.

Estate Planning

Facilitates estate planning and the transfer of property to heirs while maintaining operational control and legacy continuity.

Strategic Flexibility

Allows you to sell the operating business while retaining ownership of the property, creating options for liquidity events and portfolio optimization.

Income Splitting & Deferral

Enables sophisticated tax planning through income splitting or deferral strategies, optimizing cash flow and minimizing tax burden across the portfolio.

What We Do

Full-Spectrum Services

Acquisitions • Asset Management • Property Operations • Value-Add Programs • Dispositions • Investor Relations

📍

Acquisitions

Strategic sourcing and acquisition of income-producing properties with strong fundamentals and value creation potential.

  • Deal Sourcing
  • Portfolio Underwriting
  • Market Selection
💼

Asset Management

Active portfolio oversight and strategic decision-making that maximizes asset value and positions holdings for optimal outcomes.

  • Portfolio Strategy
  • Performance Monitoring
  • Capital Planning
📈

Operations Oversight

Operational governance ensuring consistent execution, tenant satisfaction, and sustained cash flow across all holdings.

  • Operational Standards
  • Asset Performance
  • Risk Management

How We're Structured

Organizational Framework

Streamlined decision-making and clear accountability across acquisition, operations, and investor management functions.

Organizational architecture

Leadership → Investment → Operations → Execution

Our structure mirrors our investment process: clear swim lanes, shared data platforms, and regular cadence that keeps deal flow, asset performance, and LP communication synchronized.

Structural principles

  • Clear swim lanes with defined accountability from acquisition through disposition
  • Weekly IC touchpoints ensure capital deployment discipline
  • Monthly asset labs drive operational excellence and knowledge sharing

Target Metrics

Investment Thesis In Numbers

18%+

Target IRR

Portfolio level returns

1.4x

DSCR Floor

Portfolio debt coverage minimum

$420M+

Portfolio Value

Assets under management

5-7 yrs

Hold Period

Long-term equity focus

Investment Process

Value Creation Framework

Our disciplined approach from sourcing through exit—focused on operational lift and strategic value realization.

Process architecture

Source → Underwrite → Execute → Optimize → Harvest

The operating spine mirrors our organizational framework: clear swim lanes, shared data, and a cadence that keeps capital formation, asset labs, and investor dialogue in lock step.

Operating guardrails

  • ≤ 60% LTC leverage with DSCR ≥ 1.40x
  • Weekly investment committee touchpoints
  • Monthly asset labs with ops + capital markets

Start A Conversation

Bring Us Your Next Challenge

Brief us on the opportunity and we'll align the right capital and operating pod.