About Us
Based in Key Biscayne, FL, we are a private equity real estate firm specializing in high-potential commercial investments across growing Sunbelt markets. We help high-net-worth individuals, family offices, and small institutions access exclusive opportunities to build wealth in CRE. With over two decades of industry experience, we leverage market expertise and strategic partnerships to acquire, reposition, and manage undervalued properties. By targeting assets with strong upside potential, we deliver consistent, risk-adjusted returns. If you're looking to diversify and strengthen your portfolio, let’s explore unique investment opportunities together.
What Sets Us Apart
We invest in urban infill properties in high-growth markets, targeting mismanaged, undercapitalized, or underutilized assets in the path of redevelopment. Value is created by improving net cash flow through strategic asset management, occupancy stabilization, market rent adjustments, expense reductions, targeted capital improvements, and adaptive reuse. When feasible, we also seek opportunities that offer positive environmental or social impact without compromising financial returns.
SUCCESS STORIES
FLEX WAREHOUSE ACQUISITION - HOUSTON, TX
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A client who sold their biotech business for nine figures sought to replace income and diversify their portfolio. We acquired a Class B Warehouse-Flex building at 85% occupancy for a 9.43% CAP rate from a motivated Private Equity Fund nearing the end of its subscription period. Lease extensions and new agreements increased occupancy to 97%. Two years later, the property was sold at a significant profit, delivering an IRR in the high teens to our investor.
$10,200,000
PORTFOLIO - WAREHOUSE & SINGLE TENANT NET LEASE
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A client sold a $48 million portfolio of 4,500 apartment units across five states and had 35 days to identify replacement properties for a 1031 Exchange. We acquired eight high-quality, stabilized properties in FL, TX, AZ, and NM, with 95% of tenants holding Investment Grade credit. The exchange deferred $2.4 million in capital gains taxes, and over half of the acquisitions were off-market.
$28,300,000
2 PROPERTY ACQUISITION
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An A-list professional athlete earning an eight-figure annual income sought to build a Commercial Real Estate portfolio for stable retirement income. Two properties were acquired in AZ and WI with Investment Grade tenants on long-term net leases: a top technology company (A- credit) in an R&D industrial/office flex building and a BBB- rated retail pharmacy. The portfolio delivered a 9% cash-on-cash yield at acquisition.
$9,800,000
PORTFOLIO - OFFICE, RETAIL & SINGLE TENANT NET LEASE​
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A client sold a trophy property on Lincoln Rd in South Beach, Miami, for $35 million with a zero tax basis. Through a 1031 Exchange, we acquired four well-located multi-tenant properties in Ft. Lauderdale, Naples, Orlando, FL, and Katy (Houston), TX, deferring over $4 million in capital gains taxes. Year 1 income from the new properties nearly doubled that of the sold asset, with half of the acquisitions sourced off-market.
$20,500,000
MULTI-TENANT OFFICE PROPERTY ACQUISITION
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A retired multifamily private equity syndicator relocating from NYC to Miami sought local expertise to build a diverse, tax-efficient CRE portfolio for stable retirement income. We acquired a 60,000 SF Class B+ suburban office property in a premier Miami office district, featuring a diverse tenant mix with 98% occupancy and rents ~9% below market. The purchase included a partial 1031 Exchange with $2 million from a prior sale.
$13,000,000
PORTFOLIO - 8 WAREHOUSE PROPERTIES - 140,000 SF​
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A retired CPA owned eight Miami warehouses developed by their parents and hadn’t sold a property in 20 years. A national CRE brokerage proposed listing them as a portfolio for investor buyers, but we advised selling individually to owner-users, who pay a premium for small bay spaces. This strategy resulted in sales exceeding the client’s expectations by over $1 million.
$11,500,000
