Thesis Portfolio Philanthropy Get in Touch
NYC · Midwest · Northeast · Tertiary Markets

Investing in real assets and operating businesses

AI-powered sourcing, disciplined underwriting, and hands-on execution — targeting 20%+ IRR with generous preferred returns and high hurdles before we take any promote.

Investment Thesis

Where we focus

Real Estate — The Contrarian Case

Cap rates and price-per-door in NYC multifamily are lower than they have been in decades — regulatory overhang scared institutional capital out. We see that as the opportunity. Real improvements to real buildings, leveraging capital structure and subsidy regulations (TIF, NMTC, OZ, abatements) to generate risk-adjusted returns most buyers are not willing to underwrite. Beyond multifamily — healthcare facilities, medical office, and clinical assets where we bring operational knowledge to the real estate basis.

Operating Businesses

Healthcare services, trades, and essential businesses where aging owners lack succession plans. We acquire, operate, and grow companies with durable demand, regulatory moats, and reimbursement exposure — applying the same discipline we bring to real estate.

AI & Agentic Infrastructure

AI is built into every step. Agentic systems source deals, scan public records, build underwriting packages, monitor portfolio KPIs, and flag regulatory changes before they become urgent. The level of analysis that goes into every acquisition is a structural advantage.

Target IRR 20%+
LP Structure Generous preferred returns, high hurdles
Promote Only after LP hurdles are met
Edge AI sourcing + hands-on execution
Portfolio

What we own and operate

Philanthropy

Founder-led initiatives

Get Started

Looking for partners and investors

If you are an LP, operator, or sponsor who values direct communication, shared downside awareness, and a long view — reach out. A fast "no" is better than a long "maybe." When it is a "yes," I am engaged and accountable.