The Long Game
Time is the Asset

THE LONG
GAME.

We don't just buy buildings. We adopt them. We build generational wealth through the relentless compounding of working-class assets.

Executive Brief

Spearhead Industrial is a principal-led private equity firm executing a high-velocity aggregation strategy in the I-85 corridor. We acquire under-managed, **Blue Collar Infrastructure** that falls below the institutional radar. By standardizing operations and upgrading infrastructure, we transform fragmented local properties into an institutional-grade portfolio.

The Math Behind the Mission

We don't rely on luck. We rely on arithmetic. Here is how our targeting criteria translates directly to your wallet.

7.5%+
Entry Cap Rate

The Money Effect

Market Average is ~5.5%. We buy at 7.5%. On $1,000, you earn $75/year immediately—35% higher than the standard investor.

The Logic

We buy "ugly" assets at a discount. This high starting yield is your Safety Buffer while we execute the turnaround plan.

9.0%+
Yield on Cost

The Money Effect

After we fix the asset (Year 2), your $1,000 now pays you $90/year. This is a 9% dividend in a 5% world.

The Logic

We manufacture a "raise" by physically upgrading the property. This 9% yield is what attracts the institutional buyer for the exit.

125bps
Value Spread

The Money Effect

We force the asset value up by ~35%. Your $1,000 of equity controls $1,350 of asset value.

The Logic

We buy at a 7.5% cap and stabilize to a market 6% cap. That "Spread" is where the Explosive Equity comes from, separate from the monthly rent.

Perpetual
Target Hold

The Money Effect

The Payback: You get your $1,000 back in Year 3 via Refinance. You don't wait 13 years for payback.

The Logic

After Year 3, you have $0 left in the deal, but you still own it. Every future check is an Infinite Return.

ACT I: THE HUNTER

The Information Arbitrage.

The I-85 corridor is an Opaque Market. 80% of transactions happen without a CoStar listing. While others rely on broken data, we rely on physical presence. We exploit the gap between "Internet Reality" and "Ground Truth."

Proprietary Intelligence

We track 1,900+ owners who don't know they are selling yet.

The Kitchen Table

We negotiate person-to-person, solving problems algorithms can't see.

1,900+

Owners Tracked

100%

Direct-to-Owner

Zero

Bidding Wars

How We Buy 6-10 Deals a Year

We are the Off-Market Kings. Deal flow is not luck; it is an engineered outcome.

1. Identify

1,900+ Owner Database. Proprietary off-market tracking.

2. Qualify

The "Buy Box" Filter. 95% of deals die here.

3. Verify

Forensic Deep Dive. Zoning, Environmental, Tenant Interviews.

4. Lock

30-Day Close. Cash certainty. Seller problem solved.

The Spearhead Kill Chain

The Forensic Deep Dive

We don't trust the brochure. We trust the dirt. Our diligence process is a forensic investigation into the physical and legal reality of the asset.

Zoning Verification

We don't just read the code. We meet the zoning officer. We verify "Grandfathered Rights" in writing before we spend a dollar.

Environmental Audit

We drill the soil. In industrial real estate, what's under the concrete matters more than the concrete itself.

Tenant Interview

We don't just read the lease. We walk the shop floor with the owner. We understand their business better than their banker does.

The Zoning Straitjacket

Supply

Industrial Land

Demand

Tenant Need

The Squeeze: Cities are down-zoning industrial land for residential use. Supply is shrinking while e-commerce demand explodes. This is a government-mandated monopoly.

Stewardship of the Supply Chain

The builders of the Upstate are retiring. They need a successor, not a liquidator. We are the stewards of the local economy's backbone.

The Builders

1980 — 2024

They built the infrastructure of the Upstate. Now, 70% have no succession plan. Their children have moved to the city. The business needs a new captain.

The Transfer

The Stewards

2025 — Perpetual

We take the watch. We modernize the asset while honoring its history. We provide the Exit they earned and the Future the asset deserves.

Market Reality: 10,000 Baby Boomers retire every day. We are their liquidity.

"The market is noisy. We are quiet. We don't chase deals; we build relationships. We don't broadcast our targets; we execute on them. Our goal is not to be the biggest. Our goal is to be the best operator of working-class assets in the region. We are building a portfolio of essential infrastructure, one handshake at a time."

ACT II: THE BUILDER

Time to Revenue

Ground-Up Construction24 Months
Spearhead Stabilization4 Months

20 Months Faster to Cash Flow

Operational Excellence is Safety.

We don't defer maintenance. We fix it. The moment we take stewardship, we deploy the "Operational Fix." We pave the mud, fence the perimeter, and upgrade the power.

The Stabilization Standard

We elevate the asset to institutional standards.

Infrastructure Alpha

Tenants pay a premium for security and utility.

The Spearhead Stabilization System (S3)

We don't hope for appreciation. We manufacture it. The S3 is our proprietary engine for forcing value creation.

S3 Module: The Shop

We strip the building to the studs. We install LED lighting, upgrade to 3-Phase power, and paint the exterior.

Financial Impact

+30% Rent

S3 Module: The Compound

We secure the perimeter. 8ft fencing, automated gates, and motion-sensor lighting turn a yard into a fortress.

Financial Impact

Credit Tenant

S3 Module: The Stockpile

We fix the dirt. Grading, geotextile fabric, and 6" of compacted stone turn unusable mud into heavy storage.

Financial Impact

Usable Acres +50%

S3 Module: The Terminal

We pour the concrete. 8" Dolly Pads prevent sinking. Striping optimizes density. Driver amenities reduce turnover.

Financial Impact

National Fleet

Proof of Execution

Image: Muddy Yard
Before

The "Messy" Yard

  • Unpaved / Mud
  • No Fencing
  • Month-to-Month Tenant
Image: Paved Fortress
After

The Institutional Asset

  • 6" Compacted Stone
  • 8' Security Fence
  • National Credit Tenant

Value Created: +45% NOI Increase in 4 Months

The Capital Cycle

Our goal is to return your principal while keeping you in the deal. We use the "Refinance Event" to extract tax-free capital, leaving you with an asset that has a Zero Cost Basis and infinite yield.

1

Buy Right (High Cap Rate)

2

Force Value (NOI Growth)

3

Refinance (Return Capital)

4

Infinite Hold (Zero Basis)

The "Infinity" Return

∞%

Cash-on-Cash Return

Once we return your original capital via refinance, every dollar of future distribution is infinite return on risk.

The Physics of Profit

We target the Infinity Return. By refinancing capital out, we remove your risk while you retain your equity.

Year 0 (Acquisition)
$100k

Capital Invested

Year 3 (Refinance)
$100k

Capital Returned (Tax-Free)

Year 4+ (Hold)
Infinite

Cash-on-Cash Return

The Sleep Well Standard

You should never have to ask how your money is doing. We treat reporting as a product, not a chore.

Institutional Reporting

Quarterly operational audits, detailed rent rolls, and transparent P&L statements. Delivered like clockwork.

Direct Access

We are not a faceless fund. You have the Principal's cell phone number. We answer the call.

No Surprises

Bad news travels fast. If there is a problem, you will know about it immediately, along with our plan to fix it.

ACT III: THE GUARDIAN

The Compound Interest
of Patience.

Flippers pay taxes. Owners build wealth. We hold assets because time is the most powerful force in real estate.

Covered Land Play

We buy below land replacement cost. The building is free. The downside is protected by the dirt itself.

Target Equity Multiple

2.5x

10-Year Hold

Rent Growth

Inflation lifts rents. Fixed debt stays flat. The spread widens every single year.

The Operator's Advantage

Don't invest with someone who hires the guy. Invest with the guy.

The Allocator

  • Fee-Driven Model

    Paid on AUM (Assets Under Management), regardless of performance.

  • Distance Management

    Managed from a laptop in New York or Chicago.

  • Spreadsheet Based

    Decisions made on Excel, not on the ground.

The Operator

  • Outcome-Driven Model

    Paid on Performance (Promote) after you get paid.

  • Local Oversight

    Oversight from 30 minutes away. We inspect the asset weekly.

  • Asset Based

    Decisions made by walking the fence line.

"

I Sign The Guarantees.

Institutional capital hides behind investment committees and non-recourse debt. I don't. Every deal we buy is backed by my personal guarantee. When you invest with Spearhead, you aren't just a line item on a spreadsheet. You are a partner in my family's portfolio.

Michael, Principal

Partner for the Long Term

We are looking for partners who understand the value of patience.