Three areas we know well.
We concentrate where experience in medicine, real estate and enterprise lets us judge risk well and contribute more than capital.
Industrial & net-lease real estate
Why we invest here
Well-located industrial and long-lease properties do an essential job for the businesses inside them. Held for the long term, they can produce steady income and keep their value through cycles, which suits patient family capital.
What we look for
- Mission-critical industrial, logistics and net-lease properties
- Creditworthy tenants and lease terms that fit the hold
- Locations in Florida, and selectively nationwide
- Sponsors with local knowledge and a record in the property type
- Sensible leverage and a plan that works without heroic assumptions
Typical structures
Co-investments and joint ventures with experienced sponsors, and GP or promote participation where we can add stability at the sponsor level.
Healthcare & services
Why we invest here
Our founder has spent more than twenty-five years in medicine. That gives us a practical view of how care is delivered, paid for and regulated, and of what separates a well-run practice or service from one that only looks good on paper.
What we look for
- Practices, services and platforms with real clinical or operational quality
- Physician and management teams who stay invested
- Models that hold up under realistic reimbursement and regulation
- Room to grow without compromising care
Typical structures
Minority or majority stakes in operating businesses, joint ventures with operators, and co-investments alongside healthcare-focused sponsors.
Aerospace & technology
Why we invest here
Aerospace, defense and the space economy need specialised infrastructure and capable suppliers. Our founder has built a business in this field, so we understand the long timelines and the technical diligence these investments demand.
What we look for
- Infrastructure, facilities and services that serve aerospace and defense
- Companies with proven technology and real customers
- Teams that understand the regulatory and security requirements of the sector
- Investments that reward a long holding period
Typical structures
Co-investments, joint ventures and direct stakes in operating companies, sized to the risk of each opportunity.