COMPOUNDING · VALUE
Patient capital.
Principled investing.
We invest for the long term in real estate, equities and operating businesses—always with a margin of safety and a focus on protecting the downside.
Our Approach
TIME + DISCIPLINE = GROWTH
OUR PHILOSOPHY
We believe wealth is built through patience, discipline and protecting what matters.
Disciplined Valuation
We take the time to truly understand what we're buying. Our thorough approach means when we make an offer, it's one we stand behind—no last-minute renegotiations or surprises at closing.
Downside Protection
Before considering upside, we ask: "What can go wrong?" Whether through asset backing, replacement cost analysis, or structural protections, we ensure our capital is secure.
Long-Term Compounding
The Rule of 72 is our north star. We seek investments that can compound steadily over years and decades—not quick wins that disappear just as fast.
FOCUS AREAS
What We Invest In
Real Estate
Patient and opportunistic. We buy when cap rate spreads justify the risk and sell when they compress. We look for properties below replacement cost or with clear value-add opportunities.
- ✓Cap rate arbitrage
- ✓Below replacement cost
- ✓Value-add opportunities
Equities
Value investing principles inspired by Graham and Buffett. We estimate intrinsic value then wait to buy at an appropriate discount. We favor low-capex businesses under $1B market cap.
- ✓Margin of safety
- ✓Low capex preference
- ✓Small cap focus (<$1B)
Operating Businesses
High-margin, low-capex businesses with proven product-market fit. We acquire companies with strong cash flow that are ready to scale—then add people, processes and technology.
- ✓High margin low capex
- ✓Proven product-market fit
- ✓Scale with proven systems
OUR APPROACH
Selling to us
We understand that selling a property or business is more than a transaction. You've built something meaningful and you want to know it will be in good hands.
Understand
We listen first. What have you built? What matters to you beyond the price?
Evaluate
Honest assessment using our valuation methodology. No games or surprises.
Structure
Fair terms that work for both sides. We move at your pace.
Steward
We buy to hold and improve—your legacy continues with us.
Get in Touch
Use the form and we'll be in touch.
LOCATION
Kitchener, Ontario, Canada
RESPONSE TIME
We typically respond within 1-2 business days.