Strategies

Public and private investment vehicles across risk-return spectrum.

Integrated Approach

AGM deploys capital across Credit, Core+, and Opportunistic strategies — spanning the full capital stack from credit to equity, and across both public and private vehicles.

Each strategy is anchored in the same investment philosophy: thematic conviction in structural trends, rigorous downside discipline, and proprietary deal flow built through decades of relationships with leading operators and institutions across the United States, Europe, and Asia.

01

Credit

AGM deploys senior-secured bridge capital on commercial and residential properties across the United States through iBorrow, a private real estate lender with $2+ billion in originations since inception. The strategy is purpose-built to generate consistent, asset-backed yield with rigorous downside protection — performing where traditional lenders retreat. + ALLY USA Credit (Programmatic Partnerships)

03

Opportunistic

AGM's opportunistic platform is executed across two differentiated strategies. Platform Equity: AGM invests and builds vertically-integrated real estate operating businesses structured through an OpCo/PropCo framework — to unlock value at both levels and create platforms that compound independent of market cycles. + ALLY USA GP Platforms (Programmatic Partnerships) Special Situations: AGM pursues select single-asset and portfolio transactions where pricing dislocation, capital scarcity, or sponsor liquidity needs create a compelling entry point. Primarily sourced off-market, these investments are sized to deliver asymmetric returns across U.S., Europe, and Asia gateway markets. + ALLY KEX Funds (Thailand Special Situations) + ALLY USA Special Situations Funds

01

Credit

AGM deploys senior-secured bridge capital on commercial and residential properties across the United States through iBorrow, a private real estate lender with $2+ billion in originations since inception. The strategy is purpose-built to generate consistent, asset-backed yield with rigorous downside protection — performing where traditional lenders retreat. + ALLY USA Credit (Programmatic Partnerships)

03

Opportunistic

AGM's opportunistic platform is executed across two differentiated strategies. Platform Equity: AGM invests and builds vertically-integrated real estate operating businesses structured through an OpCo/PropCo framework — to unlock value at both levels and create platforms that compound independent of market cycles. + ALLY USA GP Platforms (Programmatic Partnerships) Special Situations: AGM pursues select single-asset and portfolio transactions where pricing dislocation, capital scarcity, or sponsor liquidity needs create a compelling entry point. Primarily sourced off-market, these investments are sized to deliver asymmetric returns across U.S., Europe, and Asia gateway markets. + ALLY KEX Funds (Thailand Special Situations) + ALLY USA Special Situations Funds