We believe a diversified portfolio of alternative investments that takes advantage of opportunities in inefficient markets can offer attractive returns. Our investment thesis values cash flow and capital preservation with an inflation hedge component. Our goal is to create a portfolio of diverse assets that provide healthy cash flow with an equity appreciation upside while maintaining limited leverage. We pride ourselves in our willingness to analyze deals in any industry brought to us by our broad network of partners.

We target private investments that are generally overlooked by institutional investors. We utilize our extensive network to identify and invest in diverse holdings and will look at investment opportunities across a broad range of assets. The goal is to preserve capital, produce consistent and attractive cash flows, and own inflation-hedged assets that will perform well for the Fund and its investors over time.

Recent real estate investments include office, hotel, manufactured housing, storage, industrial, and residential properties located in both emerging and prime locations across the country. In addition, our assets include a real estate lending portfolio in Georgia, an optometrist roll-up, various restaurant portfolios, minority stakes in wealth managers, and more.