Fundamental Income Properties

Backed by Brookfield (NYSE: BAM), Fundamental Income targets single tenant commercial properties net leased to businesses operating across America. We provide efficient capital through sale leasebacks, forward take-outs, and build-to-suit financing across a variety of industries with sustained relevance.

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Long-Term Capital Partners Helping American Businesses Grow and Transform

Net lease financing lies at the intersection of corporate credit and real estate.

Through buying and leasing back a property, Fundamental Income takes a long-term position in the quality and sustained relevancy of a business and the mission critical nature of its real estate. We work with businesses as partners with an alignment of interests.

Using net lease financing, businesses can unlock 100% of their real estate value, converting static, slow appreciating assets into dynamic capital for growth, acquisition financing, recapitalizations and debt reduction. Moreover, net lease financing provides transformational capital without equity dilution while allowing businesses to maintain long-term control of their properties with predictable occupancy costs.

The Fundamental Difference

The Fundamental Difference → One Investment Team
Creative. Efficient. Reliable.

Uniquely, Fundamental Income offers a partner-led transaction process, providing clients the ability to work directly with decision makers start to finish—expediting deal structuring, underwriting, negotiation and closing. We are not one size fits all. Rather, Fundamental Income’s multi-disciplinary investment team draws on its diverse institutional experience to find creative solutions and create long-term value for business owners. Our clients can expect creative solutions, an efficient process, and, through our relationship with Brookfield, reliable execution.

Transaction Criteria

Target Characteristics

  • $5 - $500+ million
  • 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

Use of Proceeds

  • Growth & Development Capital
  • Facility Expansions
  • M&A Financing
  • LBO & Management Buyouts
  • Recapitalizations/Restructures
  • Debt Reduction & Consolidation
  • Value Realization

Investment Channels

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

For further information, please contact acquisitions@fundamentalincome.com or connect directly with a Partner.