How it works

Access is extended through direct introduction. Investors complete NDA and onboarding.

Qualified opportunities are distributed via detailed deal memoranda and underwriting summaries.

Investors elect participation on a deal-by-deal basis. No obligation to participate.

Xward actively manages each investment, providing ongoing reporting and exit execution.

Platform Snapshot

StructureDeal-by-deal SPVs
Target Net IRR (Portfolio)12–16%*
GP Co-InvestmentMeaningful capital alongside investors
FeesApplied only on deployed capital
TransparencyQuarterly reporting, deal-level visibility

Strategies

We deploy capital across three core strategies, each built around downside protection, disciplined underwriting, and selective access.

Private Credit

Senior, asset-backed lending opportunities designed for capital protection and consistent income.

  • First-lien or senior-secured positions
  • Short to medium duration
  • Conservative LTV and covenant protections
  • Emphasis on cash-pay structures

Real Estate

Select equity and structured positions in high-barrier U.S. markets where access and basis create advantage.

  • Trophy and core-plus assets
  • Infill and entitlement-driven development
  • Value creation through repositioning and design optionality

Business Acquisitions

Control-oriented investments in cash-flowing, multi-unit operating businesses.

  • Focus on F&B and fitness platforms
  • Attractive entry multiples
  • Operational optimization and roll-up potential

Who We Work With

Family offices, high-net-worth individuals, and strategic capital partners. All investors must meet applicable qualification standards.

Family Offices

Multi-generational capital focused on preservation and disciplined growth.

High-Net-Worth Individuals

Experienced investors seeking direct access and transparent execution.

Strategic Capital Partners

Institutions and operators aligned around long-term partnership.

Track Record

Xward selectively discloses representative investments to illustrate strategy and execution capability. Full details are available upon request and NDA.

TSM, FAT & SCN Portfolio I

Senior and structured private-credit positions across diversified, asset-backed platforms.

Pasadena Prime Land Redevelopment

All-cash acquisition of a prime infill site redeveloped into a custom single-family residence with targeted value-add execution.

Eagle Rock / Los Angeles Rental Asset

Core-plus residential investment delivering stable income and long-term appreciation.

Project names and details may be anonymized.

Team & Network

Xward is led by professionals with experience across private credit, real estate investing, and complex transaction execution. We work alongside a trusted network of underwriting partners, operators, developers, and advisors—each selected for domain expertise and long-term alignment.

Our Philosophy

We believe capital should be deployed deliberately, protected rigorously, and aligned meaningfully. Scale is not the objective—performance and trust are.