154 Holdings

Principal Investing Residential Core Assets

Core Thesis

01

Systems Logic

Institutional discipline applied to residential markets. We deploy systematic frameworks that identify and capture durable value across market cycles.

02

Capital Efficiency

Precision-engineered capital structures. We maximize risk-adjusted returns through deliberate leverage, timing, and asset-level optimization.

03

De-risked Growth

Core assets, calculated expansion. Concentration in fundamentally sound markets with structural tailwinds and downside protection.