The book
Illustrative holdings. Not a teaser.
Names and numbers stay in the room. What we publish is the shape of the book: where we like to sit, and what we will not pretend to be. These are representative sleeves, not an offer of interests.
Operating companies
Working land
Orchards and related packing infrastructure. Cash yield plus optionality on water and zoning.
Ventura & Santa Barbara counties
Hold
Operating companies
Light industrial courtyard
Small-bay industrial with a tenant mix we can live with. Not a flip.
Oxnard plain
Hold
California real property
Hillside residence book
Principal residences and land we underwrite as long-duration capital, not inventory.
Ventura
Selective
California real property
Harbor-adjacent income
Income property where the view is a feature and the insurance is a line item we actually model.
Ventura Keys / Channel
Watch
Special situations
Founder recapitalizations
Second-generation owners who want liquidity without a strategic auction. We write a check and stay.
Southern California
Open
Special situations
Club co-invest
Alongside operators we already know. No cold deal memos. No fund of funds.
By introduction
Invite