We acquire and operate income‑generating assets with a rigorous emphasis on risk management, underwriting depth, and operational excellence — serving the United States and the Cayman Islands.
Granular market reads, conservative assumptions, and transparent downside scenarios.
Active asset management, vendor rigor, and KPI‑driven decisions from day one.
We invest alongside partners and focus on durable, risk‑adjusted outcomes.
We target resilient cash flows in sectors with favorable demographics and structural tailwinds. Our underwriting forms a clear bridge from acquisition to durable performance, supported by decisive operations and tight feedback loops.
We size risk before return. Below is our simplified screen.
Illustrative screen only.
We operate exclusively in the U.S. and the Cayman Islands with an emphasis on liquid sub‑markets, logistics access, and durable demand drivers.
Stabilized clinics with predictable reimbursement and high tenant retention.
Daily‑needs centers anchored by pharmacy and grocer credit.
Critical‑path assets near logistics nodes with sticky tenancy.
Local partnerships and compliant structures focused on outcomes.
Periodic notes on themes we track — demand resilience, operating leverage, and market structure. Subscribe for updates.
How scenario ranges and trigger trees improve decision‑making in volatile cycles.
Why vendor discipline and data visibility matter more than timing the cycle.
We invest with a bias to clarity, control, and cash flow.
We respond to qualified inquiries within two business days.
