The roots of all growth rely on capital that is allocated to society.
Our capital thesis
A move from tangible square footage to intangible desirability.
This is the same thinking we apply when we look at overlooked land, legacy estates, decommissioned assets, and “unproductive” properties. If you’re just asking “what can be built here?” you’re already late. We’re asking:
- Who wants to belong here?
- What scarcity can be engineered, not inherited?
- How can emotional demand reshape economic value?
The SVB model is what we call identity-backed real estate—where status, privacy, and proximity are the true amenities. It’s not just luxury. It’s curated relevance.
And this is how we build our capital thesis:
- We don’t chase trends—we decode behavior.
- We don’t buy land—we acquire context.
- We don’t develop units—we script meaning.
So when we look at a closed camp in the Hudson Valley, a bankrupt ski hill in BC, or a disused military site on the Pacific, we’re not asking if the zoning is favorable. We’re asking: Could this be the next SVB… or better?
This is the new real estate algebra. Welcome to the upstream.