Strategy

Three disciplines. One platform.

I

Real Estate

Crestone acquires stabilized and value-add income-producing real estate across the asset class — multifamily, workforce housing, supportive living, seniors independent living, assisted living, office, retail, industrial, hospitality, storage, and parking — direct and off-market, in core and secondary markets across Canada and the United States. Underwriting is cash-flow first: every acquisition must service its obligations with surplus.

Financing draws on government-insured programs, institutional debt, debt assumption, and seller-participative structures including vendor take-back financing and agreements for sale. The firm is exacting on coverage and open on structure.

II

Operating

Crestone runs the operating layer that sits on top of real estate. In house: storage, co-working and executive office, hospitality, commercial and residential property management, supportive housing, seniors independent living, and housing fabrication — a team and facility in Northern BC that builds and ships the firm's tiny homes. Backbone, the firm's commercial asset management platform, acquires under-utilized commercial assets below replacement cost, repositions them, and holds or realizes on merit.

Operating businesses acquired by the firm are held as permanent capital: existing name, team, and customer relationships continue.

III

Marquee Development

Through Hallō, Crestone develops master-planned resort and residential assets across British Columbia — Nelson, Revelstoke, and Pender — a C$1 billion+ aggregate programme, with Troon as integrated operator.

Hallō Properties

How We Transact

Certainty
Structures committed early. Closings honoured. Terms hold to closing, subject only to a material adverse finding.
Speed
Principal decisions in days.
Structure
All-cash, assumption, vendor take-back, agreement for sale, earn-outs and deferred components — matched to the counterparty's position.
Directness
Every file is negotiated by the principals.

The Mandate

MandateReal Estate
Asset classes
All income-producing classes — multifamily, workforce housing, supportive living, seniors independent living, assisted living, office, retail, industrial, hospitality, storage, and parking
Transaction size
C$5M – C$100M+
Geography
Canada · United States
Structures offered
All-cash · debt assumption · vendor take-back · agreement for sale · rapid close
MandateOperating Businesses
Profile
Established, cash-flowing, owner-operated or family-owned. Capable management in place is essential; founder transition by agreement
Scale
EBITDA C$5M+ (Canada) · US$5M+ (United States). No maximum
Sector
Agnostic. Asset-backed businesses preferred — fleets, equipment, facilities, owned real estate
Geography
Canada · United States
Ownership
100% preferred; seller rollover where it serves the transaction
Owned real estate
Acquired and financed together with the operating company. No sale-leaseback required
Hold
Indefinite. Acquired companies are held as permanent capital — existing name, team, and customer relationships continue
Not pursued
Minority positions, turnarounds, distressed situations, pre-profit businesses

Asymmetry, always. Structures and situations the conforming cannot pursue.