I want to tell you something most people in my position would never put on their website.
I lost money on a real estate deal. Not a little — enough to matter. It was a multifamily syndication I invested in as a limited partner. I never received a single distribution. When interest rates spiked in 2022, the asset’s cash flow (and market value), fell off a cliff.
Here’s what that taught me: when you’re an equity investor and things go wrong, you’re at the back of the line. The lender gets paid first. The preferred equity gets paid next. By the time it gets to you, there may be nothing left. I learned that the hard way.
That loss changed how I invest.
I spent most of my adult life building & selling companies. One of them made the Inc. 5000 list; ranked #254 and #622 in 2019 and 2020.
For most of that time, I assumed the business was the plan. Build it, sell it, retire on the proceeds. It’s what ambitious people do.
What I didn’t see clearly enough was how fragile that plan actually was. A business is a single concentrated bet. If the market shifts, if a key person leaves, if the timing is wrong — the exit you spent a decade working toward can disappear faster than you expect. I watched it happen to people I respected. I felt versions of it myself.
Real estate looked like the answer. And for a while, it was. In 2019 I bought a 15,000 square foot light industrial building in Garden City, Idaho for $1.3M. We repositioned it, stabilized it, and sold it two years later for $2M. Good outcome. But more importantly — it took a fraction of the time and mental energy my businesses demanded. That gap got my attention.
So I kept going. I invested as a limited partner in mobile home communities with an operator I knew and trusted. Strong results, four deals in a row. Then I made a multifamily investment that never paid a single distribution and will likely be a total loss.
That loss was the turning point.
When equity deals go wrong, you find out exactly where you sit in the capital stack — and it’s not at the front. The lender gets paid first. The preferred equity gets paid next. By the time it reaches you, there may be nothing left.
Debt is different. When you’re the lender, secured by real collateral in first position, a deal has to go seriously wrong before your principal is at risk. You get paid before anyone else does. That’s not a small distinction — it’s the entire difference between sleeping well and not.
That realization led me to real estate debt funds. And once I understood how they worked, I couldn’t find a reason to go back to equity.
The funds I’m currently invested in target 10% to 20% net returns to limited partners, paid monthly.
I manage a fund-of-funds that invests in real estate debt funds run by vetted lead sponsors. My job is to find the best operators, do the due diligence most investors don’t have time to do, and invest alongside you — on the same terms I negotiated for myself.
Twenty years of building process-driven companies taught me one thing above everything else: systems win. That’s exactly how I approach fund due diligence. Every sponsor goes through the same rigorous process. Same questions. Same documentation standards. Same red flag checklist. No shortcuts.
If a fund can’t pass that process, my money doesn’t go in. And neither does yours.
I work with accredited investors — people who have built real wealth through a business, a career, or real estate, and are looking for a smarter way to put that capital to work without adding another management burden to their life.
If you’re not yet an accredited investor, this probably isn’t the right fit. The minimum investment is $100,000, and the structures I work with are designed for people with serious capital and a long-term orientation.
If that’s you, and you want to see exactly what I’m investing in and why — including the full due diligence behind every fund — I’d like to talk.
Minimum $100K. Accredited investors only.
