Home – Sectors
The Thesis
Ultimate inflation hedges relying on sticky, recurring contracts. We like the inertia; once a building owner signs, they rarely switch unless you break something.
The Playbook
Professionalize the back office. Install ERPs, automate tenant comms, and layer in high-margin ancillary services.
The Thesis
Ultimate inflation hedges relying on sticky, recurring contracts. We like the inertia; once a building owner signs, they rarely switch unless you break something.
The Playbook
Professionalize the back office. Install ERPs, automate tenant comms, and layer in high-margin ancillary services.
The Thesis
Ultimate inflation hedges relying on sticky, recurring contracts. We like the inertia; once a building owner signs, they rarely switch unless you break something.
The Playbook
Professionalize the back office. Install ERPs, automate tenant comms, and layer in high-margin ancillary services.
