Real Estate
Beyond properties, we finance and structure resilient, cash flow-generating portfolios built to last.
Asset Management
- Portfolio Management: Creation and deployment of strategy for commercial and investment real estate portfolios.
- Loan Management: Traditional and private credit strategies | Structuring, underwriting, servicing, and monitoring.
- Wealth Planning: Portfolio monitoring and supervision | Tailored, objective-based mandates to preserve and grow wealth across generations.
Investment Funds
- Construction Fixed Income Fund - Series A [CFIF-A] (Closed to New Investors): 24 months (extendable) · Low Risk · Fixed Return · Target AUM $30MM.
- Fund Administration: Calls and distributions; cash/NAV; audit/taxes; partner reporting portal.
- Construction Fixed Income Fund - Series A2 [CFIF-A2] (Open to New Investors): 60 months (extendable) · Low Risk · Variable Return · Target AUM $30MM.
Consulting
- Strategic and Financial Consulting: FP&A and projections, capital structure and debt analysis, resource allocation, cost reduction, property valuation, market and feasibility analysis.
- Credit Origination (BPO): Underwriting with institutional standard structuring, analysis, and risk assessment that protects capital.
- Appraisal Management (BPO): Independent and transparent appraisal governance to safeguard credit and investment decisions.
- Construction Auditing (BPO): Overseeing budgets, schedules, and controls to deliver projects efficiently and safely.
Investment Banking
- Debt and equity capital raising · Mezzanine and alternative financing · Structured credit · SBA504 loans.
- Joint Ventures & Co-Investments: Structuring of JVs, waterfalls, governance alignment, and partner selection.