Cadry acquires, fortifies, and operates mission-critical real estate supporting the U.S. Defense Industrial Base.
THESIS
The U.S. re-industrialization megatrend is creating a significant supply-demand imbalance for specialized industrial and R&D infrastructure essential for national security.
Cadry acts as the bridge between traditional commercial real estate capital and the secure, heavy-power facility requirements of next-generation defense primes. We don't just transact; we secure the industrial supply chain.
STRATEGIES
Secure Retrofit (Value-Add): Acquire and upgrade well-located Class B industrial assets near major DoW installations, achieving a stabilized, regulatory-compliant security profile.
Advanced Manufacturing (Core-Plus/Build-to-Suit): Target high-clearance, heavy-power industrial assets in key aerospace/space corridors, suitable for specialized uses like rocket assembly and satellite integration labs.
Government-Leased Opportunities (Distressed/Opportunistic): Acquire distressed debt or fee-simple assets secured by long-term leases with U.S. Government agencies (GSA).
Condition/Strategy:Sale-Leaseback (SLB), Value-Add, and Distressed Debt/Equity
PHILOSOPHY
The core, near-term investment philosophy is to generate a durable, contractual spread without relying on cap rate compression or outsized market rent growth. We seek a positive, risk-adjusted return delta between the going-in cash yield and our all-in cost of capital, with credit support backed by the tenant.