Our multi-strategy portfolio operates with a flexible mandate to opportunistically capitalize on our deal flow and investment expertise. We look for the best risk-adjusted returns across markets prioritizing capital preservation and downside protection, while structuring for upside. We seek to invest in opportunities where our network, experience, and ability to provide capital in special situations creates an asymmetric return profile.

Real Estate Investment

Our real estate investment strategy spans multiple asset classes and takes advantage of our team’s expertise in acquisition, development, and re-positioning assets to identify and exploit investment opportunities. We leverage in-house development, structuring, and capital allocation experience to construct diversified portfolios of assets including senior housing, multi-family, office, retail, hospitality, industrial, self storage, and other opportunistic projects.

Real Estate Lending

Our real estate lending strategy was established to provide short- to intermediate-term financing for any type of commercial real estate nationwide including affordable housing, seniors housing, and self storage. Our loans range from $5 to $75 million and we work fast, typically closing in 30 days. Our experienced team is able to understand the complexity of each loan, master the lending process, and close deals quickly without compromising underwriting standards. Our business continues to grow due to our creativity in structuring loans and meeting demanding closing timelines.

View Completed Loan Examples

Hedged Strategies

Hedged strategies provide the opportunity to capitalize on inefficiencies in public markets. Our long/short equity strategy employs a thematic value investing approach to identify attractive investment opportunities that are likely to benefit from emerging trends in companies, industries, or market perceptions. We pursue a repeatable process of idea generation and due diligence which focuses on evaluating fundamentals and catalysts across a broad range of industries and market cycles.