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.