EXPLORE OUR INVESTMENT PORTFOLIO
Below are a few highlighted investments that showcase our approach to private equity. These projects reflect our commitment to value creation, strategic partnerships, and disciplined investment practices. Each opportunity demonstrates our ability to navigate complex markets and deliver strong returns for our investors.
DEAL: The Grove, Maryland (active)
SPONSOR: Buchanan Partners
ASSET TYPE: Redevelopment of residential, office, and multifamily
INVESTMENT TYPE: General Partner Equity
The deal involves the acquisition and redevelopment of The Grove, a 25-acre mixed-use site in Rockville, MD, led by Buchanan Partners. The project will transform an existing five-building office park into a mix of residential and office space. The plan includes converting one building to multifamily (160 units), maintaining another as an office, and selling three as townhome lots to a national homebuilder. The $47 million project is financed with $35 million in senior debt and $12 million in equity. Expected investor returns include a 24.41% IRR, a 2.69x equity multiple, and full return of capital within five years.​
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DEAL: District at Williamsburg, Virginia (active)
SPONSOR: Linden Property Group
ASSET TYPE: Existing townhome community value-add
INVESTMENT TYPE: Limited Partner Equity
The deal involves the acquisition of Class-B 128-unit townhome community located in Williamsburg, Virginia. The investment is structured as a value-add strategy, focusing on rent optimization through unit renovations and enhanced property management. Expected investor returns include an 8.84% average annual cash-on-cash return and a 15.47% IRR over a five-year hold.​
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DEAL: Villas Portfolio, Maryland (active)
SPONSOR: Linden Property Group
ASSET TYPE: Existing multifamily value-add
INVESTMENT TYPE: Limited Partner Equity
The deal involves the acquisition of two Class-B+ multifamily properties in St. Mary’s County, Maryland: Park Villas (144 units) and Villas at Greenview West (160 units), with a combined purchase price of $68.5 million. The investment is structured as a value-add strategy, focusing on rent optimization through unit renovations and enhanced property management. The properties are financed by assuming a fixed-rate Fannie Mae loan with favorable terms. Expected investor returns include an 8.5% average annual cash-on-cash return and a 15.32% IRR over a five-year hold.
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DEAL: All Pro Water Flow, California (exited)
SPONSOR: Private Owner
ASSET TYPE: Acquisition of existing business
INVESTMENT TYPE: General Partner Equity + Debt
RETURN TO INVESTORS: 60% IRR over 2.5 years
All Pro Water Flow of Southern California is a leading provider of RV Tank Cleaning services, using an eco-friendly hydro-jet system to keep RV holding tanks clean and odor-free. We assisted a new operator in acquiring the business, of which was facilitated through an investment structured as both debt and equity. The initial capital plus interest was repaid within eighteen months, and the remaining equity position was bought out a year later at a valuation of double the initial investment.
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