Our Firm

People Are Our Greatest Asset

Providing innovative capital and certainty of execution to American businesses

Fundamental Income is a leading capital provider to middle market businesses across North America, using real estate to help them grow and transform. We specialize in single-tenant, free-standing real estate — the backbone of American businesses — through both public and private strategies.

Fundamental Income History

Dec 2018
Fundamental Income Founded
Mar 2019
Launched NETL, the first net lease ETF on the NYSE
Apr 2020
Partnered with Brookfield (NYSE: BN)
Sep 2020
Net Lease ETF surpassed $100M
Dec 2022
Surpassed $1B
Mar 2023
First ABS Bond Issuance; $328.9M
Nov 2023
Second ABS Bond Issuance; $314.9M

Our Partners

We are investors, asset managers, and attorneys who have spent our lives at leading middle market finance firms. Drawing on over 100 years and $16 billion of cumulative experience, our Partners’ deep institutional knowledge gives us a unique understanding of what matters to operating companies, their owners, lenders and professional advisors. We take pride in adding value and building mutually beneficial relationships, and are dedicated to helping build better businesses.

Chris Burbach, CFA
CEO, Partner
Alexi Panagiotakopoulos
CIO, Partner
Matt Burbach
COO, Partner
Greg Lang
Partner
Charlie Alm
Partner
Tanner Phillips
Partner
Reed Dodenhoff
Partner

Our Team

Katie Kimble, CAIA
MANAGING DIRECTOR, INVESTMENTS
P.J. Nachman
MANAGING DIRECTOR
Tristen Pfeifer, CFA
MANAGING DIRECTOR, INVESTMENTS
Robert R. Mazakis, CPA
SVP, CONTROLLER
Jaymee Geelan
SVP, OPERATIONS & SENIOR COUNSEL
Emily Sutchar
ASSISTANT CONTROLLER
Mandy Ruehle
SENIOR MANAGER OF REAL ESTATE TRANSACTIONS
Kelsey McKone
SENIOR MANAGER OF HR & COMPANY CULTURE
Jordan Medl
VP, INVESTMENTS
Nate Shindel
VP, INVESTMENTS
James Barranco
VP, INVESTMENTS
Julie Vargas
Senior Real Estate Transactions Coordinator
Courtney Hillman
SENIOR ACCOUNTANT
Jonathan Jaggard
SENIOR ASSOCIATE, INVESTMENTS
Erin McKenna
SENIOR ASSOCIATE, INVESTMENTS
Martin Burch
ASSOCIATE, INVESTMENTS
James Clelland
ASSOCIATE, INVESTMENTS
George Rouman
ANALYST, INVESTMENTS
Ivan Teng
ANALYST, INVESTMENTS
Jack Carlino
ANALYST, INVESTMENTS
Pavan Koneru
Analyst, Investments
Jee Wah
Analyst, Investments
Ashley Melton
ACCOUNTING ASSISTANT

Backed by Brookfield

Middle market businesses need reliable capital partners now more than ever. Backed by Brookfield Asset Management (NYSE: BAM), we are a dependable, long-term partner focused on helping companies scale and operate most efficiently.

Brookfield is a premier global alternative asset manager with more than $850+ billion in assets under management.

 

Careers

We know that success hinges on the talent, expertise, and dedication of our people. We share an entrepreneurial spirit and drive for achievement. We value hard work but also know that enjoying the journey is as important as reaching the destination.

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