Strategies

Targeted Approaches, Institutional Discipline

Approaches tailored to market conditions, asset profiles, and risk-return objectives.

Value-Add Multifamily

Renovation-led NOI growth and professional management upgrades.

Target Hold: 3-5 yrs
Business Plan: Unit upgrades & ops
Profile: Income + Growth
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Build-to-Rent (SFR)

New construction communities with institutional exit optionality.

Target Hold: 4-7 yrs
Business Plan: Develop & lease-up
Profile: Growth-oriented
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Debt / Preferred Equity

Downside-protected positions targeting income.

Target Hold: 1-3 yrs
Business Plan: Income focus
Profile: Defensive
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Value-Add Multifamily

Investment Thesis

  • Drive NOI via unit interiors, amenities, and revenue management.
  • Operational excellence: collections, expense control, staffing.
  • Focus on durable demand submarkets with employment drivers.

When It Fits

  • Investors seeking balanced risk/return
  • Markets with supply constraints
  • Assets with clear value gaps

Key Characteristics

Target Hold: 3-5 yrs
Business Plan: Unit upgrades & ops
Profile: Income + Growth
DefensiveGrowth

Position varies by deal. Review each offering’s risk factors.

Primary Risks

  • Renovation cost overruns
  • Leasing velocity
  • Cap rate expansion

See how this strategy performs in practice.

Read case study →

Build-to-Rent (SFR)

Investment Thesis

  • Purpose-built rental neighborhoods with standardized product.
  • Operational scale with centralized leasing and maintenance.
  • Exit optionality: hold for cash flow or sell as portfolio.

When It Fits

  • Investors with longer horizon
  • Sunbelt/growth metros
  • Access to reliable GC/dev teams

Key Characteristics

Target Hold: 4-7 yrs
Business Plan: Develop & lease-up
Profile: Growth-oriented
DefensiveGrowth

Position varies by deal. Review each offering’s risk factors.

Primary Risks

  • Construction timelines
  • Interest-rate & cost inflation
  • Lease-up pace

See how this strategy performs in practice.

Read case study →

Debt / Preferred Equity

Investment Thesis

  • Capital preservation priority through seniority and covenants.
  • Attractive yield with structural protections.
  • Non-control but influence via remedies.

When It Fits

  • Income-oriented LPs
  • Late-cycle positioning
  • Tactical market dislocation

Key Characteristics

Target Hold: 1-3 yrs
Business Plan: Income focus
Profile: Defensive
DefensiveGrowth

Position varies by deal. Review each offering’s risk factors.

Primary Risks

  • Sponsor performance
  • Collateral valuation
  • Refinance risk

See how this strategy performs in practice.

Read case study →

Strategy FAQs

Offerings are conducted pursuant to exemptions under U.S. securities laws and are generally limited to accredited investors. This is not an offer to sell or a solicitation to buy securities. Past performance is not indicative of future results. Review the PPM and consult your advisors.

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