Investments
Our investment strategy targets acquisitions and development of industrial, office, and retail in the Southeast, leveraging our in-depth understanding of local markets and strong relationships with the local brokerage community to find relative value. Our data-driven approach and institutional mindset further enhance our analysis. This, combined with strong demographic growth, favorable weather, and a pro-business mindset in the Southeast, offers compelling potential for strong risk-adjusted returns.
Our 40+ years of real estate/investment experience and over $1 billion of real estate invested while at our legacy firms fuels our ability to execute, adding value throughout the investment cycle with our hands-on execution and operational expertise.
Our focus markets
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Industrial
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Office
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Retail
Balsom Ridge Business Park
Acquired Date: May 2025
Situated in Denver, North Carolina (Charlotte MSA) within the growing Lake Norman market, Balsom Ridge Business Park features two modern small-bay industrial buildings totaling 29,000 SF and a 1.99-acre graded land parcel. Built in 2017 and 2019, the property offers flexible suite layouts, modern finishes, and functionality designed to meet the area’s strong demand for newer, high-quality small-bay space.