Projects

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Co-Invested through a Fundless Sponsor on a roll-up of specialty dental practices.
Secured loan made to a developer of over-55 residential communities.
Co-Invested with other family offices on a roll-up of industrial warehouse properties.
Secured loan made to a restaurateur to fund working capital needs.
Limited Partnership investments made in various Private Equity Funds.
Secured loan made to a developer to fund a property acquisition.
Provide investment advisory services for co-investments made with an office-focused Real Estate Fund.
Provide investment advisory services related to investments made in Montana real estate.