Clear IC cadence and rapid underwriting, balanced by conservative structures and scenario planning.
Commercial engine, operating system, tech enablement, and incentive alignment to unlock EBITDA/NOI.
Institutional governance, quarterly updates, and open dashboards—so there are no surprises.
Service‑led, mission‑critical, low cyclicality, fragmented niches with roll‑up potential.
Healthy cash conversion, margin improvement levers, sensible leverage, clear EBITDA growth path.
Cash‑flowing Multifamily, Student Housing, Senior Living, and select Hospitality; value‑add with clear NOI payback.