Strategies / Special Situations
Special Situations
Selective real asset exposure used for balance, inflation protection, and opportunistic dislocations.
Fund Profile
Documentation
Request MaterialStrategy Definition
Inflation protection and asymmetric upside.
Unlike our programmatic funds (Kudo/Pave), our Real Assets strategy is opportunistic. We wait for dislocations. Whether it is a multifamily complex with management issues or an industrial site in a booming corridor, we only strike when the Basis offers a margin of safety.
Appreciation
Forced Appreciation via NOI Growth
Tax Efficiency
Depreciation & Cost Segregation
Inflation Hedge
Hard Assets with Intrinsic Value
Risk Management
Target Asset Types
Multifamily
Class B/C workforce housing in growth markets
Industrial
Last-mile logistics and light manufacturing
Special Situations
Distressed or mismanaged assets with clear value-add path
Deal Selection Filter
Market
High-growth MSAs with positive net migration and diverse employment drivers.
Asset
Class B/C multifamily or industrial with deferred maintenance or management inefficiencies.
Sponsor
Proven track record of full-cycle exits in the specific asset class.
Structure
GP Co-Invest > 10%, clean waterfall, and alignment of interest.
*We review ~100 deals for every 1 that passes this filter.
Open for Allocation
Begin your due diligence on Real Assets.
We provide full transparency into our underwriting, historical track record, and legal structure. Request access to the secure data room to review the Private Placement Memorandum (PPM).