Acquired | Exited | Asset | Target |
---|---|---|---|
2023 | Carbon GP Fund | GP stakes fund that participates in GP upside in 5-7 Carbon Multifamily Properties. | |
2023 | Box Wilson Equity 11 | Junior equity positions in an industrial portfolio in San Antonio, TX. | |
2023 | Box Wilson Equity 10 | Junior equity positions in a multifamily property in Fayetteville, GA. | |
2023 | Box Wilson Equity 9 | Junior equity positions in a tax abated multifamily portfolio in Dallas, TX. | |
2022 | Box Wilson Equity 8 | Junior equity positions in a tax abated multifamily portfolio in Houston, TX. | |
2022 | Box Wilson Equity 7 | Junior equity positions in a tax abated multifamily portfolio in Corpus Christi, TX. | |
2022 | Box Wilson Equity 6 | Junior equity positions in a multifamily property in Valdosta, GA. | |
2022 | Self Storage 3 | Self storage conversion project of a retail strip center in Fayetteville, GA. | |
2021 | 2022 | Box Wilson Equity V | Senior equity positions in a multifamily property in Dallas, TX and a multifamily property in El Paso, TX, with preferential treatment on distributions from cash flow and from liquidation. |
2019 | BWPP Mobile Park 1 | Acquire, add value, and reposition under-valued, under-managed, under-performing, improperly capitalized, but income-generating mobile home parks throughout the United States. | |
2018 | Mobile Park Fund 4 | Acquire, add value, and reposition under-valued, under-managed, under-performing, improperly capitalized, but income-generating mobile home parks throughout the United States. | |
2018 | Box Wilson Equity IV | First position distressed debt in townhome, multifamily and mixed-use developments in NYC. | |
2018 | Box Wilson Equity III | Senior equity position in Class-A multifamily in Elgin, TX, with preferential treatment on distributions from cash flow and from liquidation. | |
2016 | 2022 | Newport | Acquire, add value, and reposition under-valued, under-managed, under-performing apartment complex in Mesquite, TX |
2016 | 2020 | Mobile Park Fund 3 | Acquire, add value, and reposition under-valued, under-managed, under-performing, improperly capitalized, but income-generating mobile home parks throughout the United States. |
2015 | 2018 | Self Storage Fund II | Full equity position in 416-unit Class-A self storage facility in Naples Florida. Value-add plan to expand property to more than double the self-storage capacity in an under-served market. |
2015 | 2019 | Self Storage Fund I | Full equity position in 1076-unit Class-A two-facility self storage portfolio in Fort Myers Florida. Value-add plan to rehab property, office, and to add ancillary income. |
2015 | 2019 | Mobile Park Fund 2 | Acquire, add value, and reposition under-valued, under-managed, under-performing, improperly capitalized, but income-generating mobile home parks throughout the United States. |
2014 | 2015 | Co-working Loan | Loan to help rapidly growing co-working business expand. |
2014 | 2019 | Mobile Park Fund 1 | Acquire, add value, and reposition under-valued, under-managed, under-performing, improperly capitalized, but income-generating mobile home parks throughout the United States. |
2014 | 2018 | Box Wilson Equity II | Senior equity position in Class-B multifamily, with preferential treatment on distributions from cash flow and from liquidation. |
2013 | 2018 | Box Wilson Equity I | Senior equity position in Class-A multifamily, with preferential treatment on distributions from cash flow and from liquidation. |
2012 | 2014 | Hidden Oaks | Take over of troubled partnership owning a 208-unit multifamily complex. Sold 1.5 years later for 27% profit. |
Real Estate Investment