Investment Strategy

Our Approach

We focus on resilient asset classes—housing, logistics, and commercial real estate—aligned with job-driven population growth from tech and manufacturing migration.

Markets We Target

Emphasis on “soft landing” assets for tech talent and global supply chain participants

Phoenix, AZ:

TSMC-led growth; 70% price increase post-2020

Austin & Dallas, TX:

Tesla, Dell, and others fuel demand; strong rental yields and job influx

Opportunities

Opportunistic short duration investments

Leverage capital and sponsor partnerships for fast execution

Asset repositioning

(e.g., housing, hospitality, office conversions)

Integrate businesses such as health centers and hotels to unlock value