The Fundamental Difference:
One Investment Team

Creative. Efficient. Reliable.

Doing things the right way

Transactions aren’t a numbers game to us. We succeed when our clients succeed. We pride ourselves on serving as long-term, dedicated capital partners and work to add value not only to businesses and their stakeholders, but the countless professionals that contribute to a company’s overall success. We work hand in hand with investment bankers, real estate advisors, accountants, attorneys, developers, and consultants to ensure positive outcomes.

We invest our time to understand the businesses we support, and build relationships with the leaders of those organizations.

Investment Criteria

Target Characteristics

  • $5 – $500+ Million Deal Size
  • Single-Tenant
  • Agnostic to Type & Location
  • Triple-Net Lease
  • 15 – 25 Year Base Lease Term
  • Single Units & Portfolios

Target Characteristics

  • $5 – $500+ Million Deal Size
  • Single-Tenant
  • Agnostic to Type & Location
  • Triple-Net Lease
  • 15 – 25 Year Base Lease Term
  • Single Units & Portfolios

Market Segments

  • Customer-Facing Properties
  • Distribution / Logistics
  • Industrials / Manufacturing
  • Consumer Products / Services
  • Healthcare / Support Facilities
  • Retail / Entertainment
  • Automotive
  • Household Goods

Market Segments

  • Customer-Facing Properties
  • Distribution / Logistics
  • Industrials / Manufacturing
  • Consumer Products / Services
  • Healthcare / Support Facilities
  • Retail / Entertainment
  • Automotive
  • Household Goods

Transaction Types

  • Sale Leasebacks
  • Existing Lease Assumptions
  • Build-to-Suit Financing
  • Forward Take-Outs
  • Developer Financing

Transaction Types

  • Sale Leasebacks
  • Existing Lease Assumptions
  • Build-to-Suit Financing
  • Forward Take-Outs
  • Developer Financing

The Fundamental Difference

Every step of our process, from origination to close, is 100% partner-led by a decisionmaker.

  • Faster to close
    Because our partners oversee the entire transaction process from start to finish, you can have confidence in our offer and terms. That means faster underwriting, deal structuring, negotiation, and closing.
  • Reliable, true partner
    We’re more than just a partner, we’re in this for the long haul. We take pride in being a best-in-class, smart, committed, enjoyable, and trustworthy partner. With Fundamental, you’ll always know where we stand, quickly and efficiently.
  • Deep institutional knowledge
    Our holistic understanding of corporate finance, capital markets, and real estate gives us a unique vantage point into how to help operating companies and their owners build better businesses. We know how to work through points important to our clients and navigate the due diligence and transaction process. Our deep expertise and knowledge sets us apart.

Our approach to investing has allowed us to grow quickly and serve clients in 45 different states, across 45+ industries.

$ 1.6 B+

Acquired and committed to date

50 +

Industries served

390 +

Properties across the U.S. and Canada

10 M+

Square feet owned

C-Suite Executive, PE-Backed Operating Company

"I can speak from experience – Fundamental is a consistent, reliable provider every time."

Principal, Middle Market Private Equity Firm

"While I deeply value the reliability and communicativeness of Fundamental Income, what stands out to me most is their integrity. There is a real trust factor when working with them."

Executive Managing Director, Real Estate Advisor

"The Fundamental Income team delivers a level of character and competency in the sale leaseback space that sets them apart from other providers."

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