Investor Letters

We turn distressed properties into high-performing, cash-flowing assets.

Get each letter via email and access the archive.

On JVs, Diversification, and What’s Next

On JVs, Diversification, and What’s Next

Notes on Discipline and Selective Expansion

Feb 21, 2026

Portfolio Update: Q4 2025

Portfolio Update: Q4 2025

New Besma Apartment and Baltan 2.0

Nov 28, 2025

OMBA Property Group Letters

OMBA Property Group Letters

Portfolio KPIs, operator insights, deal notes

Nov 11, 2025