Investing in American Business

Bespoke capital and certainty of execution when they're needed most.

What we do, and how we do it, is Fundamental to who we are.

As principal investors we are dedicated to supporting the growth and transformation of North American businesses. We draw on extensive institutional experience in net lease real estate, credit, and capital markets to provide innovative structures and efficient real estate capital to operators across 100+ industries.

$ 1.5 B+

Acquired and committed to date

45 +

Industries served

375 +

Properties across the U.S. and Canada

9 M+

Square feet owned

The Fundamental difference

There’s a right way to do things – starting with relationships and ending with execution. Our value lies in developing a clear understanding of the businesses we aim to support, finding solutions to the challenges we are presented, and doing what we say we are going to do. Our experienced partners oversee every step of the investment process and focus on constructive outcomes that best serve the client.

OUR UNIQUE APPROACH

People are our greatest asset

Our team brings a unique set of skills in corporate finance, private equity, capital markets, and real estate in addition to deep institutional knowledge about what matters to operating companies and their stakeholders. Together, we’ve closed more than $16 billion in transactions.

MEET OUR TEAM

Single-Tenant Net Lease Real Estate

Everywhere businesses operate and serve the consumer

Sale Leasebacks unlock the value of real estate holdings, transforming static assets into dynamic capital which may be used for growth, acquisitions, recapitalizations, or debt reduction. We partner with middle market companies, founders, private equity firms, and their professional ecosystems buying and leasing back single-tenant commercial properties throughout North America. Businesses generate 100% liquidity and maintain 100% control of their properties and operations, while keeping occupancy costs predictable and efficient.

View our criteria What is the Value Proposition?

Pet Food Manufacturer

Recapitalizing and promoting growth with leaseback proceeds.

Pet Food Manufacturer

Quick Serve Restaurant

Supporting growth and dividend recap through leaseback.

Quick Serve Restaurants

Family Entertainment Center

Providing development capital through challenging times.

Family Entertainment Centers

Auto Collision Repair Centers

Supporting private equity platforms with growth capital.

Auto Collision Repair Centers

Managing Partner, Middle Market Private Equity Firm

"They're just a very personable and professional organization. It's part of the reason I enjoy working with them.”

C-Suite Executive, PE-Backed Operating Company

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

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."

Sector Leader, Middle Market Investment Bank

“The drivers of value are trust, reliability, and time-efficiency, and they have proven themselves in that regard.”

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."

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