Consequi a melius mundi - For a better world
As former entrepreneurs, we, along with our investment partners we invest &/or co-invest in both opportunistic real estate and non-real estate opportunities that can make a positive impact in today's ever-changing world..
Non-Real Estate: US-based, employee & customer-centric companies with excellent long-term growth prospects
We look to make $10 million to $50 million investments* (minority or non-minority), funding various needs of our leadership partners of their growing companies. While not exclusive, a typical partner would be the ownership/leadership of a company with revenue between $20 million and $200 million, 10% or better growth prospects and double-digit cash flow margins.
*funds can be used for working/growth capital (organic and/or M&A), partner buyouts and even wealth diversification (providing ownership with a partial exit while remaining in charge of the company’s destiny)
Real Estate: Commercial residential properties, primarily senior living (independent, assisted & memory care) and, more recently, B2R (build to rent) horizontal multi-family communities.
We look to make $5 million to $20 million investments in partnership with our development and financial partners in select US markets where there is an unfulfilled demand.
With regards to senior living, we prefer projects with between 100 & 150 beds/units and a combination of either independent, assisted living & memory care or projects that include all three categories. Recent & current senior living activities are in Arizona, Utah, Colorado and Texas (we are open to other markets where demand and the economics merit such a project)
With regards to B2R, we are looking to invest in what we refer to as dedicated “pocket communities” of between 50 and 150 units (attached or detached) where every residence is part of the rental community. While exceptions can be made for smaller communities, typically these projects will have common design, a clubhouse and other amenities such as a pool, dog park, playground, etc. Layouts can range from traditional 2,000 SF 3 bedroom /2 bath residences geared towards families to 1 bedroom / 1½ bath units that cater more towards the aging population.
Please feel free to reach out to us should you have any questions or should you have any interest.
Thank you. We look forward to hearing from you.