STRATEGIES

Private Real Estate

THE STRATEGY

Sundial’s commercial real estate strategy focuses on durable assets with real cash flow, asymmetric risk profiles, and structures designed to protect principal while delivering meaningful yield.

THE PROBLEM

Real Estate Is Often Illiquid, Opaque, and Over-leveraged

Most families are exposed to real estate through high-fee funds or syndications they don’t control—leaving them blind to leverage risk, tax inefficiency, and operational complexity.

THE solution

Direct Access. Real Diligence. Structured For Families.

Sundial invests as GP or LP in select opportunities with clear underwriting, sponsor alignment, and structures built to preserve capital while capturing upside.

RESULT

Real Assets. Repeatable Income. Transparent Exposure.

Families gain access to yield-producing real estate with full visibility into risk, return, and how each deal fits into their broader portfolio.

FROM OUR CIO

We focus on recession-resilient asset classes—self storage, industrial, logistics, healthcare, and niche housing—and invest either directly or alongside trusted operators.

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THE UNDERLYING MAGIC

Protection, Not Projection

Built For Downside First

Every CRE deal is underwritten with stress-tested scenarios, clear downside cases, and defined tax treatment from day one.

Selective, Not Scaled.

Sundial evaluates hundreds of deals a year and participates in a small handful—only where conviction is high and risk is acceptable.

GP and LP Access

Member families gain access to both Sundial-sponsored deals and co-investment opportunities alongside experienced operators.

Yield With Purpose

Our CRE strategy is designed to generate real income that aligns with broader family planning—cash flow that works across generations.

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