Tactical & Special Situations

We seek to capitalize on dislocations stemming from evolving market conditions and situations where MSIG believes risk is materially mispriced by the capital markets.

We invest across the equity stack, providing an efficient and nimble capital solution for complex projects. We target investments that provide asymmetric returns across a wide array of profiles, markets, and sectors including underperforming and distressed assets/notes, out of favor and/or niche sectors, and sub-institutional asset aggregation.

Investment Parameters

Property Types
Distressed and underperforming assets including the acquisition of non-performing loans, programmatic co-GP platforms, covered land opportunities with a tangible path to entitling for a higher and better use (e.g., commercial to multifamily), sub-institutional asset aggregation, and out of favor sectors and/or markets that we believe are mispriced by the capital markets

Scope
Tactical opportunities with differentiated and complex characteristics that provide the opportunity for asymmetric, arbitrage-like return profiles

Target Locations
Generally agnostic with a preference for primary and secondary markets that display strong secular supply-demand and employment fundamentals

Profile
Development, redevelopment, value-add, adaptive re-use, distressed, and land aggregation/entitlement

Mosaic

 

Fabian Way

For more information regarding projects, partnerships and more, please contact us today.