Service
Private credit and real estate, where you qualify.
Private credit, private real estate, and value-add deal flow used to live behind an institutional desk you couldn't get a meeting with. For accredited clients, we open the door, curated, sized appropriately, positioned alongside the rest of your plan rather than tacked on as an afterthought.
The two lanes of real estate
The mix depends on what the rest of the plan needs: one lane builds value, the other pays you while you wait.
Reposition an underused asset for appreciation.
Example · A furniture warehouse converted into 800 storage units; a tired multifamily stabilized and re-tenanted.
Own already-stabilized property for distributions.
Example · Industrial, multifamily, and medical office bought for steady distributions with real-asset upside.
3–0
vetted opportunitiesAccredited investors only, broadly $1M+ liquid net worth, excluding your home. Every allocation sized to your plan, never to the deal.
Private credit with yields well above public bonds and a fraction of the duration risk. Private real estate across two distinct lanes: value-add for appreciation, income deals for distributions. Selective private equity for clients who can tolerate a longer lockup. Everything curated, everything due-diligenced, everything sized as a portion of a broader plan rather than a standalone bet.
We confirm accredited-investor status, map your real liquidity needs, and decide together how much alternative exposure fits your horizon and your tolerance for lockups. Then we surface specific opportunities (usually three to five a year) with the underwriting in front of you. You decide which ones make sense. Allocations are sized to your plan, never to the deal.
Value-add means repositioning an underused asset: a furniture warehouse converted into 800 storage units, a tired multifamily stabilized and re-tenanted. Higher risk, longer hold, larger upside. Income means already-stabilized property (industrial, multifamily, medical office) bought for steady distributions that behave more like a bond surrogate with real-asset upside. Most clients hold some of each; the mix depends on what the rest of the plan needs.
Access is only half the job; discipline is the other half. We underwrite every deal before it reaches you, size positions so an illiquid holding never strands you, and match lockups to money you genuinely won't need. Alternatives carry risks public markets don't (illiquidity, concentration, slower recovery in a downturn), and we'd rather talk you out of the wrong deal than into the wrong size.
Accredited investors with $1M+ in liquid net worth (excluding your home) who want institutional-grade exposure without cutting a check to a fund you'll never hear from again. Business owners with concentrated wealth looking for genuine diversification beyond the public markets.
What returns should I expect?
Returns vary by deal. We share specific underwriting on every opportunity. Past performance does not guarantee future results, and alternative investments carry risks public markets don't: illiquidity, concentration, and longer recovery in downturns.
What are the lockups?
Private credit often has 1–3 year lockups; real estate deals can run 5–10 years. We won't put you in something whose timeline doesn't match your needs.
Do I need to be accredited?
For most of what we surface, yes. The SEC's accredited-investor definition (broadly: $1M net worth excluding primary residence, or $200K+ income, or certain certifications) is non-negotiable for most private placements.
Related
Service
Active portfolios at institutional expense.
Service
The playbook your CPA isn't writing for you.
Strategy
Real-estate deals most advisors never bring up.
Strategy
Yield without the duration risk of long bonds.
Strategy
Defer a capital gain now, and grow the new investment tax-free after ten years.
Strategy
Ownership in private companies, sized and vetted for an individual plan.
Thirty minutes. No prep needed. We'll walk through your situation and tell you what we'd do differently.