Track record
Over $20 million in residential transactions executed across Upstate New York. Single-family houses, duplexes, small multifamily — acquired directly, funded for operators we trust, or joint-ventured where the deal needed both. What follows is a representative sample. The rest is under NDA, and happy to share.
How the track record breaks down
Roughly sixty percent of the projects below were acquired directly onto our own balance sheet. The rest were split between capital-partner fundings and equity joint ventures with operators we’ve worked with before.
Direct acquisition · Fix & flip
Cash-purchase from a motivated seller on a structurally-sound home in an established school district. Full interior refresh, kitchen and primary bath taken to the studs, dated finishes swapped out. Listed at the upper end of block comps and closed at ARV.
Direct acquisition · Hold & rent
Acquired below replacement cost on a street where comparable rentals turn inside two weeks. Rehabbed to a rental-ready finish, professionally managed, and leased to a qualified tenant on a multi-year term within thirty days of certificate of occupancy.
Direct acquisition · Fix & flip
A tired but well-sited cottage on a lot that underwrote well against the block. Cosmetic rehab kept tight to the scope we priced at acquisition: siding, roof, kitchen, baths, and systems tune-up. No surprises, no scope creep, clean exit to a retail buyer.
Direct acquisition · Fix & flip
A classic Upstate stone farmhouse that had been under-maintained for a decade. Mechanical replacement, kitchen, primary suite, and a full refinish of the original wide-plank flooring. Sold on first weekend of listing to a primary-resident buyer.
Capital partner · Funded rehab
Short-term acquisition-plus-rehab capital for a local operator we’ve funded across multiple deals. Drawn against a priced scope, released on inspection at each milestone. Closed, executed, and paid off inside the original term sheet.
Capital partner · Funded acquisition & rehab
A dated country property acquired at a deep discount by an operator with a clear reposition plan. We funded the acquisition and the first phase of the rehab against a defined ROI target. Operator handled execution; we handled the capital stack and the exit timing.
Equity partner · Joint venture
An equity joint venture with an operator on a small multifamily reposition that was too large for a single-operator stack and too complex for straight debt. Profits split against a pre-agreed waterfall; we reviewed, walked, and signed off on the scope at the start and each milestone.
Equity partner · Joint venture
A higher-finish single-family project in a strong school district where the operator had the build relationships and we had the finish capital and the retail-buyer knowledge. Aligned from the first dollar to the last; sold at the upper edge of the neighborhood’s price band.
Specific addresses, closing figures, and operator identities are held private for seller, tenant, and partner confidentiality. Detailed underwriting summaries on any of the above are available under NDA on request.
Looking at the next one
