Almost every real estate investment is one of three positions: you lend the money, you own the property, or you own a slice of a managed portfolio. Each sits in a different place in the capital stack, with its own balance of risk and reward.
You provide capital that the property owner borrows, secured against the real estate. Like a bank, you are paid interest and stand ahead of the owners if things go wrong — but your upside is capped at the agreed rate, and the borrower can still default.
With us
Often packaged inside a fund
In a syndication, a group of investors pools capital to buy one specific property and shares in its performance as owners. You see the exact asset you own and share in income and any gain on sale — but you are paid after lenders, and you carry the risk of that one property.
With us
Our Direct Deal SyndicationsA diversified fund pools capital across many properties — and often across both debt and equity positions — under professional management. One commitment spreads your exposure over more assets, sectors, and locations, so no single property drives the outcome; in exchange you give up choosing each deal yourself.
With us
Our Diversified Property FundsWhether you want diversification, direct ownership, or tailored guidance, we have a path built around your goals.
Our funds aim to give investors exposure to a diversified portfolio of income-producing properties without the burden of direct ownership. Specific terms, structure, fees, distribution policy, and risks are described in each fund’s offering documents.
For investors who want visibility into the specific asset they own, our syndications offer participation in individual real estate transactions. Before committing, eligible investors receive the offering documents describing the property, business plan, fees, hold period, and risks, including any projections and the assumptions behind them.
Our advisory practice works with individuals, families, and institutions to design a real estate allocation tailored to your goals, time horizon, and tax situation — including 1031 exchanges, estate planning coordination, and ongoing portfolio review.
Tell us about your goals and a member of our team will be in touch. Submitting the form is a request for information only — not an offer, solicitation, or commitment to invest.
