Portfolio

Assets and companies we are proud to own.

A concentrated portfolio across real estate and growth equity - anchored in durable fundamentals, experienced leadership, and clear potential for long-term value creation.

 
I. Real estate

300 M Street SE : Distressed Acquisition on Capitol Riverfront (Navy Yard), Washington, DC

Date: 2025
Location: Washington, D.C
Asset Class: Office - Value-Add
Excerpt: Distressed acquisition on the Capitol Riverfront (Navy Yard). Institutional-quality office acquired at a fraction of replacement cost amid significant market dislocation.

The Carson: Value-Add Multifamily Property in Charlotte’s South End Neighborhood

Date: 2025
Location: Charlotte, NC
Asset Class: Residential - Value-Add Multifamily
Excerpt: 298-unit value-add multifamily community in Charlotte's South End. Acquired off-market, repositioned with a tier-one operating partner, fully leased and performing ahead of plan.

South Carolina Value-Add Multifamily Portfolio: Myrtle Beach, Rock Hill & Greenville

Date: 2024
Location: Myrtle Beach, Rock Hill (CLT) & Greenville, SC
Asset Class: Residential - Value-Add Multifamily
Excerpt: Value-add multifamily communities across Myrtle Beach, Rock Hill, and Greenville - essential housing in three of the Southeast's strongest growth submarkets.

Enhanced Income Strategy: Generating Superior Yield via Value-Add Real Estate

Date: 2022
Location: Southeast US
Asset Class: Residential - Value-Add
Excerpt: A yield-focused strategy generating superior income through value-add real estate across the Southeast, designed for durable cash flow through cycles.
II. Growth Equity

GridPoint: Meeting the Demand for Smart Energy Management Solutions

Date: 2025
Excerpt : Smart energy management solutions meeting accelerating demand for intelligent building energy optimization across commercial portfolios.
Sector :SaaS, Technology

Thursday Boots: High Quality Digitally Native Consumer Brand

Date: 2022
Excerpt : High-quality, digitally native consumer footwear brand with defensible economics and a loyal direct-to-consumer customer base.
Sector :Consumer

Mantra Health: A Leading Digital Mental Health Provider for Higher Education

Date: 2021
Excerpt : A leading digital mental health provider for higher education, partnering with universities to expand clinical care for students.
Sector :Digital Health

Select investments shown. Portfolio composition as of July 2026.