154 Holdings

Principal Investing • Residential Core Assets

Core Thesis

01

Systems Logic

Institutional discipline applied to residential markets. Systematic frameworks that identify and capture durable value across cycles.

02

Capital Efficiency

Precision-engineered capital structures. Maximize risk-adjusted returns through deliberate leverage, timing, and asset-level optimization.

03

De-risked Growth

Core assets, calculated expansion. Concentration in fundamentally sound markets with structural tailwinds and downside protection.