We are a real estate investment company that merges timeless investing principles, modern data and technology, and continuously refined processes to generate attractive absolute, relative, and risk-adjusted returns. Our investors are individuals, families, and institutions who share our principles on investing and partnership.
We operate a thematic, value-oriented investment strategy, often targeting niche or overlooked defensive growth sectors in addition to primary property types. We will often partner as co-GPs with skilled management teams that possess competitive advantages and buying discipline in their sector and market.
Our investments typically satisfy one of the following distinct return profiles:
Levered Inflation-Linked Bonds -- investments with strong long-term demand fundamentals that are acquired with positive leverage, produce attractive absolute and relative yield, and can generate total returns in excess of public equity markets
Opportunistic -- investments that offer exceptional total returns and scenario-based risk/reward asymmetry but might require significant capital investment, business plan execution risk, and/or a heavier reliance on appreciation over income