Real estate, energy, commodities, and AI intelligence — deployed under a single deal team with shared diligence, shared sourcing, and a 60-day close. Four vehicles, one conviction: operate, don't speculate.
Cash-flowing, Texas-anchored multifamily, self-storage, and operator-led real estate businesses where infrastructure density drives yield. We prioritize assets that generate day-one cash flow — no turnaround bets, no appreciation-only plays. DSCR ≥ 1.25x at close is the floor, not the goal.
Class-B 192-unit garden-style multifamily acquisition in the Houston Energy Corridor. Off-market deal sourced through a 12-year operator relationship; acquired below replacement cost with day-one cash flow and a clear value-add capex path on 38 vacant units.
Distributed solar, storage, and grid-edge operators with contracted or recurring revenue. The $1.3B / 35K-installation track record is operator-scale proof — not a number. We buy asset-light businesses where unit economics already work and capital unlocks the next growth tier.
Acquired the third-largest residential solar installer in Central Texas — a 22-employee operator with $11M trailing revenue and a 1.4kW average system size. Sourced off-market after the founder signaled intent to exit; founder retained as COO post-close.
Texas-anchored mineral rights, royalties, and counter-cyclical hard-asset positions. We acquire non-operated working interests and overriding royalty interests directly from divesting operators — positions that throw off yield from close without requiring capex or operational lift.
Non-operated working interest and overriding royalty interest across 1,180 net acres in the northern Permian Basin. Acquired directly from a divesting operator freeing drilling capital; positioned as a non-op cash-yielding position with optionality on two infill wells.
Not a deployment vertical — the intelligence layer that sources and diligencess every other sector. AI-native operating leverage lets one operator squeeze more diligence, more sourcing, and more post-close value-creation out of every dollar deployed. The thesis: capital allocator who is AI-native will outpace a 10-person traditional team.
AI-native operating leverage lets one operator manage more deals, more positions, and more clients than a traditional 10-person team. Our portfolio team runs AI-augmented sourcing and diligence across every active vertical — and publishes the research artifacts publicly so allocators can pressure-test the thesis.
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