VOL.02 · Real Estate

Infrastructure for the overflow.

We invest in real estate as long-duration, cash-flowing hard assets — bought on basis, held for the long term, and concentrated in a select set of sectors.

Current focus
Storage
First site
May 2026
Vehicle
Storage Fund
Target raise
Q4 2026
Position

Self-storage

We build and operate climate-controlled self-storage through national operators — our current area of active focus, and the basis for the Lopes Storage Fund.

Position

Strategic Land & Development

We invest in strategically located land where infrastructure, population growth, utility demand, and institutional development create opportunities for long-term appreciation and value creation.

Position

Tax-Advantaged Real Estate

We pursue real estate investments that combine attractive underlying fundamentals with meaningful tax advantages, including properties located within designated Opportunity Zones and other incentive-driven markets.

Position

Distressed & Adaptive Reuse

We invest in distressed, underutilized, and obsolete real estate where operational challenges, capital constraints, or changing market needs create opportunities to acquire assets below their long-term potential.

Strategy

How we deploy.

Our current focus is self-storage. We spent 2026 building and pressure-testing the model, closed on our first site in May, and are operating it now. We plan to launch and raise the Lopes Storage Fund in Q4 2026 / Q1 2027.