
- Excellent alternative investment
- Uncorrelated returns to securities market
- Socially responsible investment potential
- Create family legacy assets
- Potential income streams remain attractive vs fixed income investments
- Opportunity to create long-term cash flows and sustainable value
Potential Investment Types & Structures
Equity
100% fee acquisition, preferred equity, and general partnership investments; limited partnerships considered with mandates for oversight and participation on key decisions
Debt
Senior and mezzanine lending with a focus on transitional investment opportunities; co-investing with established lending platforms seeking to limit exposure in single transactions
Structure
All types including 100% fee positions, joint ventures and co-investments
Control
Full control, active and passive positions considered depending on opportunity, quality of sponsorship and client objectives
Targeted Returns
Core, core plus, value add and opportunistic designed to meet individual investor return goals while considering risk tolerance
Geography
United States