Long-term partnership and disciplined investing on behalf of like-minded families and institutions.
Kateri (pronounced /kəˈtɛri/; ‘ka-teh-ree’) is derived from the ancient Greek word καρτερία (kartería), meaning perseverance, endurance, and steadfast resolve.
Kateri Capital is a private investment firm focused on long-term, risk-adjusted returns through disciplined underwriting, flexible investing, and alignment with management teams.
Anchored by a family office, Kateri is focused on achieving attractive risk-adjusted returns over an extended period of time. Our approach emphasizes disciplined underwriting, a deep understanding of business fundamentals, and a long-term perspective on value creation. We maintain a flexible mandate that allows us to invest across industries, geographies, and capital structures where we see compelling opportunities. Across all investments, we prioritize alignment with management teams, thoughtful capital allocation, and building durable businesses that can grow and compound value over time.
Kateri is an equity capital partner making direct investments and co-investments alongside trusted sponsors and operators in the lower middle market. We provide flexible capital for acquisitions, recapitalizations, and growth initiatives, partnering with experienced investors who share our commitment to building businesses and creating long-term value. We focus on opportunities where active ownership and operational improvement can drive attractive outcomes.
Kateri invests in high-quality real estate across the United States, with a focus on Class A multifamily assets in supply-constrained, high-growth markets. We primarily pursue a core strategy centered on well-located, institutional-quality properties, and we also originate select real estate-related debt investments, such as mezzanine loans. Our team has more than 40 years of combined institutional experience acquiring, financing, and selling U.S. real estate.
Kateri is led by experienced investors and operators with a shared focus on long-term value creation. We partner closely with management teams to help businesses grow, scale, and endure.
A snapshot of recent investments across industries and capital structures, reflecting our disciplined approach and long-term partnership mindset.
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For investment opportunities, partnership inquiries, or general questions, please get in touch with our team.
