Nimble investment strategy capitalizing on long-term secular & geographic tailwinds
Capital Stack Agnostic
Investing across the capital stack & risk-return spectrum, maintaining flexibility to adapt to changing market conditions while delivering superior returns.
Centered in the Carolinas
Leveraging local Carolinas expertise to target markets with robust growth, business-friendly environments, and key logistics infrastructure.
Sector Focus
Industrial
Fundamental shifts in consumption habits (e-commerce) and manufacturing investments (CHIPS Act, On-Shoring) are driving long-term industrial demand. The Carolinas are well-positioned for significant industrial growth, primarily driven by favorable business climates and strong global connectivity via sea and inland ports
Rental Housing
A national housing shortage and rising household formations are driving the need for rental housing across property types. The Carolinas are primed for outsized rental housing demand growth, fueled by demographic shifts and heightened economic activity
