investment strategy

Investment Thesis

• Recurring Revenue: Target companies operate on a recurring revenue model driven by high tenant turnover rates in large multifamily portfolios, ensuring stable cash flow
• Asset-Light Model: Targeted companies are asset-light service businesses, meaning they require low capital expenditures to scale, maximizing profitability and cashflow efficiency
• Build Scale in Attractive Markets: Target an immediate foothold in the Southeastern U.S. (Florida and Georgia), with further expansion through mergers and acquisitions to establish and integrate regional leaders, scaling them into a cohesive national brand.

Target Business Profile

• Service providers offering essential, recurring services to multifamily properties, such as turnover management, renovation and remodeling, flooring and carpet installation, painting & drywall
• Established relationships with a stable and diverse client base of multifamily property managers, REITs and institutional property owners.