LogoATLAS

Diversified by design.
Every floor performing.

A portfolio of mixed-use trophy assets — ground-floor retail beneath law offices beneath loft apartments. Five markets. One capital stack. Cap rates visible before you pick up the phone.

View Portfolio
$284M
Assets Under Management
8.3%
Avg. Trailing Yield
96.4%
Occupancy Rate
5 Markets · 364,600 SF
The Meridian mixed-use building exterior with ground floor retail and upper office floors in Austin Texas

The Meridian

224 W 5th St, Austin TX

30% Retail40% Office30% Res.
8.4%
T12 Yield
6.2%
Cap Rate
Irongate Commons urban mixed-use development with retail storefronts and residential units in Denver Colorado

Irongate Commons

1801 Blake St, Denver CO

25% Retail35% Office40% Res.
9.1%
T12 Yield
6.8%
Cap Rate
Halcyon Tower modern high-rise with mixed commercial and residential floors in Atlanta Georgia

Halcyon Tower

300 Peachtree St NE, Atlanta GA

20% Retail50% Office30% Res.
7.9%
T12 Yield
5.9%
Cap Rate
The Foundry adaptive reuse building with bakery and artisan retail on ground floor and loft apartments above in Chicago Illinois

The Foundry

710 S Canal St, Chicago IL

35% Retail25% Office40% Res.
8.7%
T12 Yield
6.5%
Cap Rate
Quorum Place luxury mixed-use tower with premium retail and penthouse residences in Miami Florida

Quorum Place

500 Brickell Ave, Miami FL

15% Retail45% Office40% Res.
7.6%
T12 Yield
5.6%
Cap Rate
Retail / F&B
Office / Professional
Residential
· Hover pins to explore assets

The Portfolio

Five assets. Five markets. Every lease, every escalation clause, every NOI projection — visible at a glance.

Market:
Cap Rate:
Mix:
The Meridian mixed-use building with limestone facade and ground-floor retail in Austin Texas
Stabilized
8.4%
T12 Yield

The Meridian

224 W 5th St · Austin, TX

6.2%
Cap Rate
$2.98M
NOI
97%
Occupancy
30% Retail40% Office30% Res.

Key Tenants

  • Compass Coffee
  • Harlan & Weiss LLP
  • Loft Residences (24 units)
48,200 SF
Irongate Commons urban mixed-use development with brick facade and street-level retail in Denver Colorado
Value-Add
9.1%
T12 Yield

Irongate Commons

1801 Blake St · Denver, CO

6.8%
Cap Rate
$4.24M
NOI
95%
Occupancy
25% Retail35% Office40% Res.

Key Tenants

  • Blue Sparrow Coffee
  • Meridian Advisory Group
  • The Blake (38 units)
62,400 SF
Halcyon Tower modern glass high-rise with mixed commercial and residential floors in Atlanta Georgia
Core
7.9%
T12 Yield

Halcyon Tower

300 Peachtree St NE · Atlanta, GA

5.9%
Cap Rate
$5.37M
NOI
98%
Occupancy
20% Retail50% Office30% Res.

Key Tenants

  • Oleander Restaurant Group
  • Dentons (Southeast)
  • Halcyon Residences (52 units)
91,000 SF
The Foundry adaptive reuse industrial building with artisan bakery ground floor and loft apartments above in Chicago Illinois
Value-Add
8.7%
T12 Yield

The Foundry

710 S Canal St · Chicago, IL

6.5%
Cap Rate
$3.56M
NOI
96%
Occupancy
35% Retail25% Office40% Res.

Key Tenants

  • Floriole Café & Bakery
  • Canal Street Co-work
  • Foundry Lofts (31 units)
54,800 SF
Quorum Place luxury glass tower with premium retail and penthouse residences overlooking Brickell Bay in Miami Florida
Core
7.6%
T12 Yield

Quorum Place

500 Brickell Ave · Miami, FL

5.6%
Cap Rate
$6.06M
NOI
97%
Occupancy
15% Retail45% Office40% Res.

Key Tenants

  • Cipriani Downtown
  • Kirkland & Ellis LLP
  • Quorum Residences (68 units)
108,200 SF
Coffee shop glowing at dawn beneath office windows already lit — street level retail humming with early morning foot traffic

“At 6 a.m. the bakery turns on its ovens. By 7, the law partners are already billing. By 9, the apartments above are empty. Every lease is running.”

Value-Add Transformations

Acquired below potential. Repositioned with intention. The numbers below are audited, not projected.

The Foundry Chicago before renovation showing industrial warehouse space being converted to mixed-use retail and residential
Adaptive Reuse

At Acquisition

Occupancy61%
NOI$1.2M
Cap Rate4.1%

Today

Occupancy96%
NOI$3.56M
Cap Rate6.5%

Chicago, IL

The Foundry

Acquired a vacant industrial warehouse in the Fulton Market corridor. Ground floor converted to F&B anchored by Floriole Bakery; upper floors repositioned as creative co-working and 31 loft residences. Full stabilization achieved in month 28.

2.4×
Equity Multiple
36 months
Hold Period
Equity Return Progress78%
AcquisitionMo. 0

Closed at $18.2M — 4.1% in-place cap

RenovationMo. 6

Floriole signed 10-yr NNN lease, ground floor

StabilizationMo. 18

Residential 94% leased, co-work 88%

RefinanceMo. 28

Cash-out refi returned 60% of equity

CurrentMo. 36

96% occupied, NOI $3.56M, on track for 2.4× EM

Irongate Commons Denver before and after renovation showing upgraded retail storefronts and new residential units
Value-Add

At Acquisition

Occupancy74%
NOI$2.1M
Cap Rate5.0%

Today

Occupancy95%
NOI$4.24M
Cap Rate6.8%

Denver, CO

Irongate Commons

Acquired a 1998-vintage mixed-use asset in RiNo. Executed $4.2M in capital improvements including lobby renovation, retail façade upgrade, and residential unit modernization. New tenancy anchored by Blue Sparrow Coffee and Meridian Advisory Group.

1.9×
Equity Multiple
24 months
Hold Period
Equity Return Progress62%
AcquisitionMo. 0

Closed at $42.0M — 5.0% in-place cap

Capital WorksMo. 3

$4.2M renovation program commenced

Re-leasingMo. 10

Blue Sparrow signed; office floor re-leased at +22% rent

StabilizationMo. 20

95% occupancy achieved across all asset classes

CurrentMo. 24

NOI $4.24M, positioned for disposition at 5.5% exit cap

Residential lobby at dusk with warm lighting and polished stone floors — the quiet luxury of a trophy mixed-use asset

“The lobby doesn't shout. Neither does the cap rate.”

Portfolio Performance

The summary that closes the meeting. Every figure audited. Every projection stress-tested at 200bps above current rates.

As of February 2026
$284M
Total AUM
Across 5 markets
6.2%
Weighted Avg Cap Rate
In-place, trailing 12 months
96.4%
Portfolio Occupancy
Blended across all asset classes
2.1×
Avg. Equity Multiple
Realized and projected exits
$18.4M
Investor Distributions
Distributed since inception
3
Active 1031 Deployments
Currently accepting qualified capital

Asset Class Allocation

Retail / F&B
$71M25%
Office / Professional
$111M39%
Residential
$102M36%

Why Mixed-Use Outperforms

  • Retail leases fund debt service; residential cash flow is pure NOI upside
  • Three income streams reduce single-tenant concentration risk
  • Office escalation clauses averaging 3% annually since 2021
  • Ground-floor F&B drives residential demand — lower vacancy, higher rents
"The best hedge against vacancy is having three tenants where one used to be."

The full memorandum is 42 pages.
This page is the first two.

Qualified accredited investors receive the complete offering memorandum including full rent rolls, lease abstracts, environmental reports, and equity multiple projections under three market scenarios.

PDF requires email only · No qualification required