Providing flexible real estate capital solutions and options for Lower Middle Market business owners
Overview
Fundamental seeks to deliver attractive risk-adjusted returns with a focus on long-term capital preservation and appreciation, along with stable and growing cash flow streams. We partner with regional operators as well as complete direct wholly-owned and managed acquisitions. The firm drives its investment returns through sourcing proprietary off-market acquisition programs, focusing on real estate asset types that we believe can generate operationally and exit value through larger portfolio consolidation and deliver durable cash flows through multiple performance scenarios.
Our Team
Paul Simcox
CEO & Managing Partner
Milla Velblum
Controller
Joe Olesen
Senior Analyst
Cory Capland
Director of Investments
Andrew Clifford
Associate
Gerardo Gomez
Senior Accounting & Operations Analyst
Executive Partners
Enzo D'Angelo
CEO, Co-Founder
Michael Tyree
President, Co-Founder