Alternative Asset Management · Est. 2018
A disciplined alternative investment strategy, built on cash-flowing private assets.
We primarily target undervalued, cash-flowing private assets. Our approach is built to preserve capital, produce consistent income, and deliver attractive risk-adjusted returns.
What guides every investment
Our Firm
Privately held. Patiently invested.
OZE Capital is a privately held alternative asset management firm, established in 2018 and based in Florham Park, New Jersey. We primarily focus on finding undervalued, under-appreciated, cash-flowing investments.
We seek high-quality private investments that are generally overlooked by institutional investors because of their size. Our portfolios are diversified across industry, capital structure, and geography, designed to provide durable returns.
Capital preservation comes first, income and appreciation follow.
Diversified across real assets and cash-flowing operating companies.
Aligned partners with over seven decades of institutional experience.
What we invest in
Real Estate
Manufactured Housing · Office · Hotel · Industrial · Residential · Storage
Operating Companies
Quick-Service Restaurants · Healthcare Services · Wealth Management · Alternative Health · Personal Care
Lending
Private credit secured by real assets
Uncorrelated, cash-flowing, and built to preserve capital.
“Over 70 years of analytical and investment management experience across the partnership.”
Who we serve
For investors seeking income beyond public markets.
Accredited investors
Individuals seeking diversification and durable cash flow outside of traditional public markets.
Family offices
Multi-generational capital looking for uncorrelated, real-asset exposure with a preservation-first mandate.
Advisers & RIAs
Wealth managers allocating client capital to private alternatives with disciplined underwriting.
Investment Strategy
Steady cash flow and long-term value.
Our fund strategy is to construct a diversified portfolio of assets that provide value through steady, predictable cash flows, and longer-term appreciation.
Diversified & uncorrelated
Our funds invest across diverse, uncorrelated assets and are designed first to preserve capital, then to produce consistent cash flows, with real assets that help protect against inflation over time.
Overlooked by institutions
We target high-quality private investments that larger institutional investors generally pass over because of their size. That is where disciplined diligence creates an edge.
Real assets & income
Recent investments span office, hotel, manufactured housing, storage, industrial and residential real estate as well as cash-flowing operating companies.
Real assets · Real income
Every dollar we invest is underwritten to the cash flow it produces.
Tangible assets you can see: manufactured housing, retail, storage, and operating companies generating predictable income.
Our Approach
How we put capital to work.
A repeatable, disciplined process, from sourcing overlooked assets to stewarding them through the hold.
Source
We primarily surface undervalued, cash-flowing private assets that institutional investors overlook because of their size.
Underwrite
Rigorous, bottom-up diligence on every dollar of cash flow, downside protection, and structure.
Acquire
We invest on disciplined terms designed to preserve capital and lock in attractive entry economics.
Steward
Hands-on asset management that seeks to protect principal and compound predictable income across the hold.
Fund Investments
A diverse book of cash-flowing assets.
Across real estate, operating companies and lending: a snapshot of holdings within the OZE funds.
Track record to date
* Includes capital committed but not yet called.
Data as of August 19, 2026
La Porte Village MHC
Morning Sun Marketplace
Greenleaf & Golfview
LocalStorage
Quick Service Restaurants
PS Lifestyle
And a growing pipeline.
New cash-flowing opportunities across real estate and operating companies.
Leadership
Partners with over seven decades of experience.
Investment professionals from Bank of America, JP Morgan Chase, Morgan Stanley, Credit Suisse, Nomura and Prudential Securities.
Get in touch
Speak with the team.
Explore a disciplined alternative. Reach out about how OZE Capital fits your portfolio, and a partner will respond directly.
25B Vreeland Road, Suite 201
Florham Park, NJ 07932
© 2026 OZE Capital. All rights reserved.
Alternative investments involve risk, including the possible loss of principal. Past performance is not indicative of future results. This site is for informational purposes only and is not an offer to sell or a solicitation to buy any security.
