Permanent, patient, and flexible. Decisions are not governed by fund life or a predetermined hold period.
Tax-focused investing includes anchoring two Opportunity Zone funds and three 1031 exchanges over the past decade, with bonus depreciation and related strategies reviewed alongside outside advisers.
Alongside control positions, the firm invests passively in smaller amounts, takes stakes in sponsors’ operating companies, and commits to funds — preferring those offering sidecars or larger limited partner allocations.