Investment Strategy
Criteria
Fourthline targets high-quality assets with durable fundamentals, backed by aligned sponsorship and viable business plans. We structure each deal with conservative leverage, avoiding financial engineering to protect downside and preserve long-term value.
01
STRUCTURE
02
DEAL SIZE
$20-80M Total Capitalization
$8-20M Fourthline Investment
03
ASSET TYPE
Multifamily
Industrial
Mixed-Use
Hospitality
Retail
Office
04
KEY LOCATIONS IN
South Carolina
North Carolina
Georgia
Florida
Texas
Diversified Strategies
At Fourthline, we invest through a focused set of strategies designed to balance flexibility, downside protection and long-term value creation.
Whether we’re structuring preferred equity, building a legacy portfolio, or advising family enterprises on their commercial real estate holdings, each approach is grounded in discipline and alignment.
We underwrite every opportunity with our own capital at risk and we work closely with operating partners who share our conviction and time horizon.
Structured Equity
Preferred and hybrid preferred equity with defined hold periods
Legacy Portfolio
Long-term “forever” assets with refinancing potential
Corporate Real Estate Advisory
Select advisor for family enterprises with substantial commercial real estate holdings
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