The STRATEGY

Our firm pursues a middle-market strategy centered on capital market dislocation, asset mismanagement, and over-looked asset classes to unlock intrinsic value. We drive value through active management, vacant lease up, mark-to-market lease roll, and opportunities created through broken capital structures.

Our firm pursues a middle-market strategy centered on capital market dislocation, asset mismanagement, and over-looked asset classes to unlock intrinsic value. We drive value through active management, vacant lease up, mark-to-market lease roll, and opportunities created through broken capital structures.

Portfolio Centered on a Distinct Strategy

Infill Retail Assets

Our infill retail investment platform focuses on a mix of credit tenants and/or experience-driven “Amazon proof” businesses in select major MSA’s. Necessity-based retail provides characteristics proven to be more resilient than standard retail, with strong occupancies and durable income streams.

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Opportunistic

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Value-Add

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Core Plus

Small Bay / Flex Industrial Assets

This strategy targets flex industrial assets that adapt to its users’ needs or offer unique infrastructure within, or adjacent to, major metro markets, with a focus on purchasing supply constrained assets with divided floorplans to meet smaller tenant demand (<100K SF).

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Opportunistic

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Value-Add

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Core Plus

Target Investment Metrics

$5M-$50M+
Investment Size
2-7 Years
Hold Period
15%-25%+
Asset Level Levered IRR
7.5%+
Stabilized Yield on Cost

Our Process

Origination

Sourcing opportunities that meet our investment criteria and target strategies.

Due Diligence

Collecting documents and data to assess and underwrite the opportunity.

Acquisition

Structuring capital stack through equity and debt placement to execute transaction.

Business Plan Execution

Completing leasing and capital projects in accordance with an identified strategy.

Disposition

Identifying the optimal exit strategy to maximize profitability of the investment.

Why Invest Now?

Capital continues to overlook middle-market retail and small bay industrial — and that’s exactly where we operate. Our infill retail strategy focuses on tenants consumers rely on regardless of economic cycles, while our small bay/flex industrial platform targets the most supply-constrained segment of the industrial market. Together, these verticals reflect a deliberate, middle-market strategy built to generate consistent returns across market conditions.

Why Invest Now