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How It Works
From opportunity to decision
Every investment begins with a legal and financial foundation. Deep due diligence, local insight, and active management turn complex opportunities into durable, long-term value.
Source
Scott and Nathan find opportunities through brokers, lenders, and local relationships.
Underwrite
Legal, title, cost, and community screens are completed before any deal is priced.
Board Review
The Advisory Board reviews a short deal memo and recommends proceeding, passing, or restructuring.
Execute
Local operators and contractors deliver the plan.
The deal memo
Before any discussion, Advisory Board members receive a short memo at least three business days in advance.
- Location
- Basis
- Use
- Community screen
- Risks
Beyond deal calls, the Advisory Board meets quarterly to share local political, economic, and community updates.