
Investments
Where We Invest
Real Estate
Cash-flowing, development, and distressed real estate across multiple asset classes.
Companies
Private companies with established management teams and attractive growth potential across multiple sectors.
Private Credit
Private debt placements secured by assets or personal guarantees with substantial collateral.
Representative Investments
A Sample of Recent Investments

Private Equity Investment
Monarch Tractor
Fully electric and autonomous tractor technology. Based in Livermore, California, manufactures electric, driver-optional smart tractors. These tractors are designed to improve agricultural productivity, sustainability, and safety, with manufacturing in Lordstown, Ohio. Monarch incorporates AI and machine-learning for data analysis and has partnered with CNH and Foxconn.

Private Equity Investment
Utopia Distribution
Utopia is an American film production, distribution and sales agency specializing in VOD aggregation, including to platforms like iTunes and Amazon, founded in 2018, by Robert Schwartzman and Cole Harper. The company launched its Altavod division to provide distributors and filmmakers with full control of distribution of their film projects.

Real Estate Development
1301 Herman St, Nashville TN
Sourced, entitled, and acquired a 2.10 acre site with a 95,000 SF industrial building next to the downtown core of Nashville for a the development of 345 apartment units using podium and stick-frame construction. Acquired off-market. Prior to acquisition, negotiated with a publicly traded utility company for the release of easements that would have prevented development.

Real Estate Development
608 Main, Clarksville TN
Entitled and acquired a former church site for a 160-bed student housing project. This was the city’s first non-industrial TIF. The partnership collaborated with the Industrial Development Board to structure and secure TIF financing for residential use. The project was successfully delivered and remains a highly sought-after housing option.

Real Estate Value-Add
LIDL Shopping Center, NJ
Sourced through a long-standing relationship a vacant property on 211,000 SF of land was on the market for two years with no buyer. Within 30 days of going under contract, negotiated, and closed a corporate deal with credit tenant Lidl, an international super-market company with over 10,000 locations.

Real Estate Development
1501 Herman, Nashville TN
Entitled and acquired, partnering with Alpha Capital and The Related Companies to develop a 313-unit multifamily apartment building. Completed in 2022, beginning the ongoing transformation of Marathon Village from an industrial hub next to The Gulch to a mixed-use residential and commercial district. The project is within a Qualified Opportunity Zone..

Real Estate Value-Add
Marie Street Industrial, CA
sourced off market and, through a dedicated SPV, acquired a $12M non-performing note from Byline Bank (NYSE: BY). Following acquisition, the venture completed a non-judicial foreclosure, securing fee title to the property. At takeover, the asset was just 20% occupied and losing money. Within 12 months, the team repositioned the property, achieving 90% economic occupancy and generating value above the initial note.

Real Estate Development
806 16th Ave, Nashville TN
Acquired off-market, rezoned, and entitled former industrial land for 320 units in an QOZ next to the downtown core of Nashville. 2.7 acres of land next to two other investments. Qualified site as brownfield with State of Tennessee. Sold the project off-market to Rangewater, one of the countries largest owner and operators of multifamily.

Real Estate Development
1300 Herman, Nashville TN
The 2.10 acre site was acquired off-market from a family business owner through a relationship. The project is a ground-up development of a 218 unit 5-story stick frame and wrap-parking apartment building. The project is QOZ and next to the downtown core of Nashville, within walking distance to The Gulch and Nashville Yards.

Real Estate Value-Add
Lincoln Park Retail, Chicago IL
Sourced and acquired off-market a vacant value-add mixed-use building with substantial renovation needed in Lincoln Park, Chicago. Within six months of closing, finished the renovation of the apartments to increase rent by at least 50% and leased the vacant retail to a credit tenant then stabilize the property.