WHAT WE DO
We pursue opportunities where our experience, network, and operating perspective enable us to uncover value in opportunities that others may overlook or avoid.
Real Estate
Acquisitions, development, and special situations across multiple property types. We are especially active in complex or time-sensitive transactions where thoughtful structuring and contrarian insight can produce outsized returns.
Healthcare Ventures
Selective investments in surgery-based ventures and emerging clinical concepts. Our work is shaped by direct exposure to operating businesses and a close
understanding of real-world clinical needs and growth pathways.
Opportunistic Investments
Flexible capital for situations requiring speed, creativity, or bespoke deal structures. We frequently engage in opportunities not broadly marketed, often brought through long-standing relationships and proprietary channels.
OUR INVESTMENT APPROACH
Creative Structuring & Problem Solving
We have a long history of working through complexity—unusual constraints, complicated ownership, tight timelines—where unique tailored structures and clear-eyed judgment can unlock meaningful value.
Focused & Selective
We engage only in a limited number of opportunities each year, allowing us to understand nuance, commit meaningful attention, and execute with effective precision.
Contrarian When It Matters
We are comfortable leaning against prevailing sentiment when fundamentals support a differentiated view, particularly in environments where grounded conviction and discipline are essential.
Domain-Informed but Not Domain-Limited
Our roots in commercial real estate provide a strong analytical foundation, while our exposure to operating businesses—particularly in healthcare—helps us identify asymmetric opportunities across sectors.
Flexible Time Horizons
We tailor hold periods to the nature of each investment, ranging from shorter-duration special situations to longer-term venture investments when the opportunity warrants it.
ABOUT US
We are a privately held family investment office, building on more than four decades of successful experience across acquisitions, development, and operating businesses. Our work spans real estate, healthcare ventures, and special situations, unified by a consistent focus on under-appreciated opportunities, creative thinking, and disciplined execution. The office is supported by a group of advisors and operating partners engaged as needed for specialized diligence, structuring, and post-investment execution.
We Invest Where Others See Friction.
Strategic Investment. Proven Track Record. Long-Term Vision.