How We Invest
Our Strategy
We deploy capital across two primary asset classes, guided by deep operational experience, rigorous underwriting, and a long-term investment horizon.
Asset Class I
Real Estate
Our real estate strategy spans four distinct sectors, each chosen for their risk-adjusted return profiles, supply-demand dynamics, and alignment with our operational capabilities.
Affordable Housing
We invest in affordable housing developments and acquisitions that serve working-class communities. These investments provide stable, government-supported income streams while delivering meaningful social impact.
Manufactured Housing Communities
Manufactured housing communities offer an often-overlooked asset class with strong fundamentals: low tenant turnover, limited new supply, and resilient demand. We target well-located communities with operational upside.
Multi-Family
Multi-family residential remains a core pillar of our real estate portfolio. We focus on value-add acquisitions where we can improve operations, increase occupancy, and drive long-term appreciation.
Office
We selectively pursue office investments where market dislocation has created compelling entry points. Our focus is on well-located properties with strong tenancy or clear repositioning potential.
Asset Class II
Private Company Investments
Beyond real estate, Dayan Capital makes direct investments in private companies across select industries. Our principals have founded, built, scaled, and exited businesses — giving us a founder's perspective when evaluating private company opportunities.
We are experienced in structuring direct loans, equity investments, and hybrid instruments depending on the nature of the opportunity and the needs of the business.
Direct Equity
Ownership stakes in private operating companies with strong fundamentals.
Direct Lending
Structured debt financing for businesses and real estate transactions.
Operational Partnership
Active involvement in businesses where our expertise can accelerate growth.
Our Approach
Investment Criteria
Rigorous Underwriting
Every investment undergoes thorough financial analysis, market research, and risk assessment before commitment.
Operator Mindset
We bring hands-on operational experience to every investment, not just passive capital.
Long-Term Horizon
We invest with patience, prioritizing durable value creation over short-term gains.