San Francisco skyline at dusk across the bay

Opportunistic Real Estate Investment

Investing in complex real estate and infrastructure opportunities.

Modico Capital is a private investment firm focused on opportunistic commercial real estate across select asset classes and markets, with a growing emphasis on data centers, power and digital infrastructure.

$3.5B+

Institutional portfolio experience

20+ Years

Investment & development experience

15+

Direct Modico investments

Multi-Asset

Opportunistic investment strategy

$3.5B+ reflects institutional portfolio experience of Modico's principal in prior roles, not assets owned or managed by Modico Capital.

Selected investment areas

Asset classes where Modico invests.

Modico invests where an asset's complexity, basis or operations create mispricing. The firm has invested across a range of commercial property types and continues to pursue opportunities in each.

Commercial real estate

  • Industrial Outdoor Storage (IOS)

    Yard-intensive sites serving contractors, fleets and logistics users in supply-constrained submarkets.

  • RV & Boat Storage

    Storage facilities with expansion, conversion and operational upside.

  • Small Bay Industrial

    Multi-tenant light industrial with granular demand and mark-to-market leasing.

  • Office Buildings

    Selective, basis-driven acquisitions and repositioning of well-located assets.

  • Manufactured Housing

    Communities with long-hold cash flow characteristics and infill improvement potential.

Core capabilities

Complex opportunities. Disciplined execution.

01

Opportunistic Acquisitions

Sourcing and underwriting mispriced, under-managed or operationally complex assets.

02

Repositioning & Development

Leasing, entitlement, redevelopment, development and hands-on asset execution.

03

Complex Transactions & Infrastructure

Structuring acquisitions, leases, partnerships and development situations, including powered sites and digital infrastructure.

High-voltage transmission towers and substation at dusk

Digital infrastructure

Data Centers & Power Infrastructure

Data centers and power infrastructure are a growing area of focus for Modico. We are evaluating opportunities where land, utility capacity and digital infrastructure converge, including powered sites, utility interconnection, data-center development and related investment structures.

Explore the practice

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