Six principles

How we underwrite,
invest, and operate.

A repeatable process designed to perform across cycles. We are skeptical of projections we wouldn't make on our own balance sheet.

01

Operator-led underwriting

Every model is built on real-world operating assumptions — staffing, expenses, downtime, capex — informed by what we see managing our own portfolio.

02

Conservative capital structure

We size debt for the asset, not the projection. Leverage, reserves, and capital roles are clearly defined before close.

03

Risk-adjusted, not heroic

We target durable, risk-adjusted returns. We pass when assumptions stop being defensible.

04

Certainty of close

Sellers and lenders count on us to perform. Our process — diligence, financing, structuring — is built to close on agreed terms.

05

Structure when it serves

Seller financing, phased exits, joint ventures, recapitalizations — we use creative structure where it creates real value, not for its own sake.

06

Transparent reporting

Capital partners get straightforward financials and direct access — same numbers we use to run the business.

Investment criteria

What we look for.

A starting point — not a hard filter. Tell us about your asset or opportunity.

Asset Class

Multifamily & Value-Add

Multifamily, mixed-use, and adaptive reuse. Stabilized, repositionable, or operationally complex.

Geography

Connecticut + Northeast

New Haven, Hartford, and Bridgeport core. Select Northeast acquisitions opportunistically.

Check Size

$2M – $25M+

Direct, JV, co-GP, preferred equity, and recapitalizations. Sponsor co-investment in every transaction.

Hold Period

3 – 10 Years

Long-hold or business-plan driven. Exits, recapitalizations, and refinancings timed to the asset.

Have an asset that
fits the box?

Submit an opportunity