We invest in the specialized industrial real estate required during the early-stage commercialization of new, but proven, technologies, with a focus on critical resources and inputs powering the next generation of industry.

Our facilities are future-facing complex industrial infrastructure that produce the underlying materials needed to scale AI, electrification, and advanced manufacturing.

We finance, acquire, develop, and own single-tenant, long-term, triple-net leased properties primarily in the Rare Earth, Specialty Chemical, Non-Ferrous Metal, Specialty Alloys, and Advanced Materials & Gases sectors . We focus on manufacturing, storage, and processing facilities that are typically the first or second of their kind to utilize an emerging technology.

We provide long-term, non-dilutive sale-leaseback and construction financing as an alternative source of capital to the owner / operators of these unique assets. Unlike traditional private equity infrastructure funds, our net lease approach allows for complete operational control and business ownership to remain with our tenants, which in turn lets us focus on building a diversified, long-duration, income-oriented portfolio.