Overton will assume a sponsor’s role and make direct investments in projects and companies with hard assets including oil and gas, working interests, mineral interests, producing and non-producing royalties, and investments in real estate projects. The firm and its investment partners will opportunistically invest up to $10.0 million in any one opportunity and maintains the capability to increase the investment level with other outside partners.
Overton has flexibility to structure an investment as a minority position as long as adequate governance protections are in place. The firm will also invest in the equity and debt securities of private middle market businesses and projects that have hard assets and produce positive cash flow.
Commercial real estate assets and projects of interest include value-add multi-family assets in secondary markets, student housing, build to suit projects and net leases opportunities including retail, industrial, warehouse, and small office projects.