Outdoor hospitality
RV parks, campgrounds, and resort-style retreats, concentrated along travel corridors and near the lakes and parks people return to year after year. These are operating businesses as much as they are real estate: occupancy responds to how the place is run, what it offers, and whether guests want to come back. That suits us because we excel at improving operations.
Lifestyle and residential communities
Specialized real estate
Assets that do not fit a category but fit our discipline: unusual, well located, and supported by a clear, identifiable source of demand. These are a smaller part of the platform and always will be. We take them one at a time, on the same evidence we would want for anything else.
Across all three, the test is the same: does demand exist without us, and can we run the asset better than it is being run today?
