Opportunistic investors. Thematic conviction.
We identify market dislocations and emerging trends, then build differentiated real estate strategies around them.
High-power manufacturing
Power is one of the most underpriced attributes in industrial real estate.
That creates an opportunity to acquire and reposition existing, infrastructure-enabled manufacturing assets ahead of repricing, as high-power manufacturing demand accelerates.
Demand is outpacing the grid
Utilities can’t add capacity as fast as manufacturers need it, so bringing new power to a site can take years.
Manufacturing demand is accelerating
Reshoring, automation and electrification are pushing manufacturing to a larger share of industrial demand, and more of it is power-intensive.
Existing power will command a premium
Buildings that already have the power are scarce, and today’s users need more of it than ever.
What we’re hunting
Power availability, infrastructure connectivity, a skilled and technical labor pool, heavy building infrastructure and a business-friendly environment.
The manufacturers who need this kind of power.
Machinery and equipment, automotive components, electrical equipment, pumps and valves, medical devices.
Battery and EV, robotics and automation, steel and metal products, plastics and composites.
Aerospace and defense, drones, components.
Solar panels, wind turbine components, grid equipment, oilfield equipment, drilling equipment, pipeline products, refining equipment.
Server testing, rack building, HVAC, plumbing and electrical modular units.
Always looking ahead
Our founders have always moved before the market, then gone deep, building real expertise in every theme we pursue. We stay active in the market, always looking for what’s next.
mixed use.