Critical infrastructure: energy, waste, logistics, real assets and dislocated assets.
Co-GP and JV equity in the essential, hard-to-replicate assets the economy runs on, and in dislocated assets where structural shifts create entry points, in direct assets and at the platform level across North America and EMEA, with governance rights and structural alignment.
Critical infrastructure with contracted cash flow.
Energy generation, transmission and battery storage. Waste and environmental services. Logistics and supply-chain assets. Digital infrastructure including data centers, cell towers and fiber. Dislocated assets, where structural shifts or capital-markets stress create entry points below replacement cost. We take Co-GP and JV equity in direct assets and at the platform level, across North America and EMEA, and we create value through disciplined entry pricing, operational improvement, contracted offtake and selective development.
Sectors
Energy and transmission, waste and environmental services, logistics and supply chain, data centers, towers and fiber, strategic commercial real estate, and dislocated assets across these sectors.
Stage
Late-stage and pre-NTP preferred. Early-stage when power, land and tenant agreements are already in place.
Cash flow
Anchored by long-term PPAs, leases or hyperscaler contracts. Upside from merchant power, RECs or tax credits.
Alignment
Board participation preferred. Check size $75M to $500M, with $75M to $250M the sweet spot.
Return targets are underwritten on a risk-adjusted basis and are targets, not guarantees. Nothing here is an offer to sell or a solicitation to buy any security.
Essential, hard-to-replicate assets with high barriers to entry, contracted revenue and long-duration demand, held beside experienced operators.
Direct control and co-investment vehicles.
The family office arm structures targeted direct control and co-investment vehicles beside institutional sponsors and industry operators. It prioritizes asymmetric opportunities with governance rights, anchored by high-conviction sector exposure within core and dispositioned commercial real estate and infrastructure.
- 01Direct control and co-investment vehicles
Equity checks of $10M to $75M into structures designed with the sponsor, never a blind pool.
- 02Governance rights, written in
Board participation, information rights and structural alignment are part of the terms, not a request made later.
- 03Aligned capital
Every investor's dollar is treated as if it were our own, because ours is in the same vehicle.
- 04Sector conviction
Core and dispositioned commercial real estate and infrastructure halo assets, where our operating history gives us an edge in underwriting.
Frequently asked questions.
What is your check size for real assets?
$75M to $250M preferred for Co-GP and JV equity, with capacity to $500M. $10M to $75M for family office co-investments.
How do investors get governance rights?
Through Co-GP and JV positions structured with board participation and structural alignment, so investors take part in governance rather than holding a passive interest.
What stage do you invest at?
Late-stage and pre-NTP preferred. Early-stage when power, land and tenant agreements are already in place.
Which regions?
North America and EMEA.
Discuss a co-investment.
Institutional investors, family offices and operating partners reach the same team.