I started the company when I left college in the past 20 years or so. It's developed into a couple
of different verticals. First of all, the foundation has always been in real estate. I started
doing my own deals, heavily financed by private lending. So as a user of private lending,
I got to know how it works. And about 15 years ago, intentionally shifted to becoming the lender.
So the majority of the deal flow in the past 15 years or so is private lending into real estate,
where we deploy our own money and a small group of our investors' money into loans secured by
residential-purposed properties, whether it's ground-up construction, stabilization of rent
before they refinance. What that means is it could be, quote-unquote, commercial, but master
-planned communities, multifamily, single-family, et cetera. So we don't finance office buildings,
warehouses, self-storage units, etc. But on the equity side, we do own all of the above,
vacant land, etc. On a more opportunistic basis, we look for things,
not aggressively, but good for long-term holding, and we generally do not participate in other
syndications or funds as a completely passive investor. So that's the real estate side.
Over the past fewer than 10 years or so, we also developed a portfolio of investments in the energy
field space, starting with doing project-based financing to energy projects because of its
similarity to real estate financing that I was already doing. It's obviously not the same,
but similarities. With growing understanding, knowledge, network resources,
we did place strategic bets. to different technology companies.
For example, one of the breakthrough companies in our energy portfolio is a hydrogen technology
company that has already created a completely new system of breaking down water into hydrogen,
turning that into electricity, using entirely new material, chemistry,
a fuel cell and power bank system that's able to be scaled down to power one single family house.
or scale up to power a large-scale data center. So a lot of the research and technology that went
into this commercialization earned recognition and awards from National Science Foundation,
the Department of Energy, and one of our researchers that we funded on the material earned a
Fulbright Scholars Award last year.
in terms of these technology or that's why this company like this is talking to from the US
military different municipalities transportation system public and private companies so around
these investments what we would do is to look for investments of innovation companies technology
manufacturing capabilities that would enhance this ecosystem we are already part of I don't really
consider myself an angel investor, even though I live in Silicon Valley. So when we make direct
investments, on the periphery, by the way, we also involve ourselves into some of the companies
that have to do with real estate. For example, yesterday I was touring with one of our portfolio
companies here. who provides parking technology from both hardware and software.
And they currently power the largest parking operator here in Manhattan alone,
100. 20 locations and more around the country. So these things we don't take part in lightly,
only when our resource experience and those of the invested companies have mutual benefits and
enhancements. So that's the scope of what I do. Join the Family Office Club by visiting
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