Our strategy is simple: Buy quality assets at fair prices. Add value. Repeat.
Serra Street Holdings seeks to own and operate enduringly profitable small businesses and real estate with the intent of never selling.
We acquire quality assets in growing markets at fair prices, add value through exceptional management and capital allocation, and then steward the continued growth of our companies and properties into the next generation (and beyond).
We are team of experienced small business operators and seasoned real estate investors with over $125M in executed transactions. Value investors at our core, we look for niches with a compelling combination of supply-demand dynamics, fragmented ownership, and value-add potential.
We are LPs too. And, we seek to generate alpha for our partners and ourselves through a deep focus on capital preservation, selective deal sourcing, and disciplined underwriting.
“Superior investing doesn't come from buying high quality assets, but from buying when the deal is good, the price is low, the potential return is substantial, and the risk is limited.”
Howard Marks
01
Small Bay Industrial
Geography: Central FL
Property Type: Class B Industrial
Property Use: Warehouse, distribution, flex space & light manufacturing
Asset Size:
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Single Tenant: 10k sqft - 50k sqft
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Multi-Tenant: 10k sqft - 100k sqfts
Structure: $10M Closed-End Fund; 7-year fund life
02
Workforce housing
Geography: Select secondary/tertiary markets
Property types: MHC-RV communities; B/C apartments
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MHC: 50+ slots; prefer majority tenant-owned
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RV: 50+ slots; prefer majority long-term stay
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Apts: Sub-institutional (10-50 units); infill locations where price well below replacement
Structure: Individual syndications/Deal-by-deal
Target size: $2-10M
03
Small Businesses
Geography: Central FL & Western WA
Industry: B2B/B2G services; niche manufacturing, maintenance & repair; financial services
Characteristics:
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10+ years in business with consistent profitability
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$3-10M in revenue; $1-2M in seller earnings
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Durable demand & strong market presence
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Committed team & strong culture