Asset Portfolio

Necessity retail, disciplined by design.

We acquire small-format strip centers anchored by essential service tenants in secondary U.S. markets. Specific assets, financial performance, and offering documents are shared privately with verified accredited investors.

Asset type Necessity retail strips
Target markets Secondary U.S. cities
Acquisition range $3M – $20M
Cap rate focus 9%+

Our Approach

What we look for in every acquisition

Every asset in our portfolio passes a 15-point investment framework before we commit capital. In-place income, essential tenants, conservative leverage, and a market that supports durable cash flow.

Essential tenant base

Grocery, pharmacy, medical, services, and daily-need operators. Tenants shoppers visit on repeat — not seasonal, not discretionary.

In-place cash flow at close

We acquire operating properties with existing income, not lease-up stories. Cash flow starts at acquisition, not at stabilization.

Conservative leverage

Disciplined debt structures that protect downside. We don't maximize leverage to manufacture returns — we underwrite for durability.

Asset Class

The type of properties we target

Representative examples of the asset profile, tenant mix, and market characteristics we underwrite. Imagery reflects the asset class standard — not necessarily current holdings.

Grocery-anchored strip center at dusk
Target Profile

Grocery-anchored strip

Essential anchor · Daily foot traffic · Secondary market

Cap Rate 9%+
Hold Period 3–5 yrs
Neighborhood grocery-anchored retail strip
Target Profile

Neighborhood service strip

Service tenants · Medical · Pharmacy · In-fill location

Pref Return 8%
Structure Reg D 506(c)
Discount grocery-anchored retail center exterior
Target Profile

Discount anchor strip

Value grocery anchor · Recession-resilient demand

Acquisition $3M–$20M
Split Above Pref 70 / 30
Big-box necessity retail storefront
Target Profile

Small-box necessity anchor

Home improvement · Hardware · Essential retail

Tenancy NNN / Modified
Cash flow Day-one
Supermarket-anchored retail center
Target Profile

Supermarket-anchored center

High-frequency anchor · Proven demand driver

Market type Secondary city
Underwriting Conservative
Strip retail center at twilight
Pipeline

Multi-tenant service strip

Diversified tenant mix · Low single-tenant concentration

Max single tenant <35% of NOI
Sponsor co-invest 5–10%

How we share portfolio details

Specific assets, financial performance, and operating updates are shared privately — not published here.

No public securities marketing

No individual properties or financial results are listed on this website. Securities are offered only through private placement documents.

Verified investor access

Qualified limited partners receive reporting aligned to each operating agreement — delivered through private channels, data rooms, or direct correspondence.

Interested in future deals?

Start with a conversation. Active and pipeline opportunities are described on our opportunities page.

Next Step

Ready to be considered for the next deal?

We work with a select group of accredited investors. Introductions happen through conversation first — not a sign-up form. Let's talk.