Funds & Vehicles

Two vehicles, each built for a different tax outcome.

Our pooled vehicles offer qualified investors access to the firm's pipeline without the operational burden of direct ownership. Each is structured for a distinct investor objective — long-term growth, or tax deferral on recently realized gains.

Vehicle I

QOZ Portfolio Fund

A Qualified Opportunity Zone vehicle deploying capital into multifamily, manufactured housing, and ground-up development within designated zones. Designed for investors deferring recent capital gains.

StrategyReal Estate / QOZ
Hold10+ Years
Tax BenefitDeferral & Step-Up
Minimum$500,000
Vehicle II

Catskills Fund II

The firm's flagship growth-equity vehicle, deploying across all three investment verticals. Constructed for total-return-oriented investors with a long time horizon.

StrategyDiversified Equity
Target Net IRR15 – 18%
Term7 + 2 Years
Minimum$1,000,000

Fund terms, target returns, and minimum commitments shown for illustrative purposes only. Final terms are set forth in each fund's offering documents and are available exclusively to verified accredited investors and qualified purchasers upon request.

“Capital, well stewarded, is the quiet engine of every great family.”

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