Private Investment ManagementEst. 2010  ·  Real Estate · Public Equities · Wealth

Real estate, owned
the patient way.

We buy and build income-producing property in supply-constrained markets — acquired below intrinsic value, improved with discipline, and held for cash flow that compounds across cycles.

$960M
Real estate AUM
74
Assets owned
8–12%
Target net IRR*
94%
Portfolio occupancy
The thesis

Great property is bought right, financed conservatively, and held long enough to matter.

Real estate rewards operators who are patient with price and disciplined with leverage. We underwrite every acquisition to a full market cycle, assuming higher rates and softer rents than the broker's model — then buy only when the numbers still work.

Once we own an asset, value creation is operational: better management, targeted capital improvements, and rent optimization that respects the tenant relationship. Cash flow funds the wait; appreciation is the reward for patience.

What we own

Where we concentrate

A focused set of property types we understand deeply — not a scattered portfolio chasing yield.

01

Multifamily

Workforce and mid-market apartments in growing metros — resilient demand, granular cash flow, and durable pricing power.

02

Industrial & logistics

Last-mile warehouse and light industrial near population centers, benefiting from structural supply-chain demand.

03

Select commercial

Well-located, necessity-based retail and medical office with credit tenants and long, staggered lease terms.

04

Ground-up development

Selective development in markets where building is cheaper than buying — de-risked with pre-leasing and fixed-price contracts.

05

Value-add repositioning

Underperforming assets with a clear operational fix: management, renovation, and re-tenanting to institutional standard.

06

Income & hold

Stabilized, cash-flowing property held for the long term as ballast — the inflation-protected core of the portfolio.

Track record

Fifteen years, one discipline

Cumulative figures across the real estate portfolio since inception. Representative and for illustration.

$1.4B
Capital deployed
74
Assets acquired
19
Realized exits
2.1×
Avg. realized MOIC*
Our process

From sourcing to stewardship

A repeatable, unhurried process — the same on every acquisition, in every cycle.

Phase 01

Sourcing & screening

We see hundreds of deals a year through proprietary relationships and pass on nearly all of them. Discipline begins with what we decline.

Phase 02

Underwriting

Conservative, cycle-tested modeling — stressed rates, stressed rents, honest exit assumptions. If it only works in a bull market, we walk.

Phase 03

Acquisition & financing

Modest, fixed-rate leverage and structured reserves. We never rely on refinancing to make a deal solvent.

Phase 04

Operate & improve

Hands-on management, targeted capital improvements, and rent optimization that compounds net operating income year over year.

Phase 05

Hold or realize

We sell only when price exceeds value or capital is better deployed elsewhere — never on a clock, always on the numbers.

By introduction

Invest in real assets, patiently

Request an introduction to learn how the real estate strategy fits within a diversified mandate.