Specialized Investing
CASH FLOW | PRESERVATION OF CAPITAL | BUILDING LONG-TERM WEALTH
•Specialize in retail real estate in Texas and surrounding markets
•Meticulous property identification, analysis, and acquisition
•Hands-on investment management approach
•Leverage deep market knowledge for superior service
•Focus on long-term investor relationships aligned with value creation goals
Targeted Focus
Our focus is to deliver strategic, high-return retail investments through data-driven market insight and disciplined asset management — creating lasting value for investors and communities.
Retail Acquisitions focusing on Texas & Southwest – Primary and strong secondary locations
‒Well located, strong growth dynamics, strong demographics.
“Reason to be there”
Founding Partners will have significant skin in the game with major capital contributions on every transaction.
Plan to acquire multiple assets allowing investors to add exposure to real estate on a deal-by-deal basis and diversify with tenant and geographic diversity.
"$10 – 50 million
Value-Add Core-Plus Core
Below Replacement cost"
Non fund structure – meaning each deal must stand alone on its merits as equity is planned to be raised on a deal-by-deal basis.
Retail, Retail, Retail
The retail sector serves as a crucial bridge connecting businesses and consumers in our modern economy. It plays a pivotal role in driving economic growth while simultaneously offering consumers access to a diverse array of products and services from around the globe. This unique position allows retail to not only stimulate commerce but also cater to the evolving needs and desires of consumers worldwide.
Investment Strategy
Product Focus
Acquire strong cash flowing retail assets with upside potential from active asset management, leasing and market growth.
•Strategic focus on well-located core-plus and value add
•Hold period ranging from 3 to 10 years based on opportunity and individual deal merits
Geographic Focus
Core Texas markets and strong secondary markets with stout employment demand and demographics.
Retail Focus
•Record high occupancies throughout Texas, creating extraordinary “Mark–to–Market” plays
•Virtually no new development
•Institutional capital looking to pivot into space creating ability aggregate product for private capital to buy now and aggregate for multiple exit options (private, institutional)
•Approximately $104 Billion of retail loan maturities over the next 5 years should provide unprecedented buying opportunities.
Targeted Returns
Achieve Internal Rates of Return (IRR) of low to high teens with on-going Cash-on-Cash returns for investors.
