Multi-sector. Defined theses.

Five theses chosen for the intersection of secular demand, capital-markets dislocation, and the operating capabilities we can apply. Each is sized for concentrated conviction without single-thesis exposure.

Focus

Acquire and develop infill small bay properties in the DC metro, leveraging in-house property management, leasing, and construction management.

Trends

E-commerce, reshoring, and last-mile logistics.

Focus

Acquire and reposition underperforming multifamily assets in the Midwest markets with strong supply/demand fundamentals.

Trends

Undersupplied housing inventory, strong suburban demand growth.

Focus

Acquire distressed or restructured premier office buildings with stabilizing market fundamentals and a reset basis.

Trends

Material adjustment to valuations and yields. Non-existent pipeline provides a path to stabilizing market fundamentals in select areas.

Focus

Acquire and develop mission-critical industrial facilities serving defense, aerospace, robotics, and consumer products.

Trends

National security tailwinds and reshoring trends.

Focus

Develop cGMP-ready and convertible industrial facilities for life sciences tenants.

Trends

Surge in bio/pharma production needs.