We focus on small to mid-sized commercial real estate and service-oriented businesses with durable demand and straightforward operations. Our preference is for assets that benefit from local market knowledge, repeat customers, and long-term fundamentals rather than cyclical or speculative trends.

Typical areas of focus include:

Small-bay industrial and flex properties

Neighborhood retail and service-oriented commercial assets

Owner-operated or locally managed commercial real estate

Stable, non-discretionary service businesses tied to real assets

We look for businesses and properties with consistent performance, clear financial reporting, and opportunities for steady improvement rather than aggressive transformation.

Target characteristics include:

Stable and predictable cash flow

Clean financials with transparent operating history

Sensible leverage and conservative capital structures

Opportunities to improve operations, tenant mix, or efficiency over time

We are long-term partners, not short-term traders. We work best with owners who care deeply about what they’ve built and want a thoughtful transition or capital partner.

We often partner with:

Founder- or family-owned businesses

Owners seeking partial or full liquidity

Operators who want to stay involved post-transaction

Sellers who value continuity, reputation, and legacy