Real Estate
Tangible assets compounding through disciplined ownership.
Build wealth through institutional-quality real estate investments spanning multiple property types and geographies.
Why this. Why now.
Built around three client profiles.
Investors seeking inflation-protected income
Families building multi-generational asset bases
Capital allocators looking for low-correlation real return
What makes our approach different.
Co-investment alongside our own capital in every transaction.
Local partners with deep expertise in each submarket and property type.
Replacement-cost basis with conservative leverage and stress-tested cash flows.
From mandate to monitoring.
Thesis
Top-down view defines target sectors, geographies, and risk profile.
Sourcing
Off-market deal flow through institutional operator relationships.
Underwriting
Detailed analysis of cash flows, debt, and exit assumptions.
Asset management
Hands-on oversight throughout the hold period.
How capital is deployed.
Illustrative weights for a typical mandate. Actual allocations are tailored to each client's objectives and constraints.
Available mandates.
| Strategy | Risk Level | Target Return | Min. Investment | Liquidity |
|---|---|---|---|---|
| Core Real Estate Fund | Moderate | 6-8% | $250,000 | Quarterly |
| Value-Add Opportunities | Moderate-High | 10-14% | $500,000 | Annual |
| Development Co-Investment | High | 15-20% | $1,000,000 | Project-Based |
What could go wrong.
Real estate investments typically require multi-year holding periods.
Property values fluctuate with economic conditions and interest rates.
Vacancy and tenant defaults impact income and property values.
Properties may require ongoing capital expenditures.
Common questions.
Core vs. value-add vs. opportunistic?+
Core focuses on stabilized, high-quality properties with stable income. Value-add requires operational improvements to realize potential value. Opportunistic includes development or distressed assets with higher risk and return potential.
Holding period?+
Core investments typically 5-7 years, value-add 3-5 years, development/opportunistic 2-4 years.
Property types?+
We invest across multifamily, industrial/logistics, office, retail, and specialty sectors. Currently we favor industrial and multifamily given strong fundamental tailwinds.
Tax advantages?+
Real estate offers significant tax benefits including depreciation deductions, 1031 exchanges that defer capital gains, and potential opportunity zone benefits.
Continue exploring Alternatives.
Discuss a real estate mandate with our team.
A short conversation is the best way to understand whether this is right for your circumstances.