Private Credit & Property
Loans to real estate investors, underwritten on both the property and the operator. Selective acquisition of distinctive real estate.
Private holding company
Lending, acquisitions, and new ventures
Fortis Holdings is a private holding company engaged in real estate credit, property, business acquisitions, and new ventures.
Areas of Focus
Acquisitions
Established companies from owners ready to step back, and distressed business assets with a clear path to turnaround.
New Ventures
New businesses that use technology and lean operations to outperform established competitors on speed, precision, and cost.
Exploration
How we learn.
Fortis studies industries before it commits capital. We seek out owners, operators, and specialists across a wide range of fields to understand how their work is done, where it strains, and what is changing. These conversations inform our lending, acquisitions, and new ventures.
Learn more- BriefFifteen minutes, by phone or email.
- ConfidentialNothing is attributed to you or your company.
- No solicitationThese conversations are not sales calls.
- Easy to declineReply "no thanks" and we will not contact you again.
Criteria
Loans
- Loans to real estate investors and builders for investment property only
- First-lien position on residential or small commercial property
- Leverage, loan amount, and term set for each loan, based on the property and the operator's track record
- Northeast United States
Property
- Scarce locations and one-of-a-kind properties: distinctive land, setting, architecture, or use
- Not commodity housing or standard rentals
- Priced to reflect condition, timing, or circumstance
- Simple, discreet transactions
- Northeast United States
Acquisitions
- Established companies with a consistent record of earnings
- Distressed businesses or assets where technology and operating discipline offer a clear turnaround
- Connecticut and southern New England
- Steady, recurring demand; no single customer dependence
- Durable services resilient to automation, offshoring, technological change, and economic shocks
- Modest liability exposure and straightforward licensing
- An owner open to a supported transition and seller financing
New Ventures
- Markets with proven demand and meaningful room for improvement
- Current technology and lean operations built in from day one, for a real edge
- Ideas shaped by what we learn through Exploration
- Built to stand on their own as independent companies
Experience
Leadership.
Fortis Holdings is led by an operator with more than 20 years in aerospace, including over a decade in senior leadership. The industry demands work delivered to specification, on schedule, and on budget. Fortis applies the same standard to every investment.
Real estate
Active investor since 2010 in single- and multi-family property, across renovation and long-term hold strategies.
Private lending
Five years of lending to local real estate investors. Each loan is underwritten on both the property and the operator, through a process built to be efficient and competitive with market terms.
Operating businesses
Founded and ran profitable consumer product companies, covering overseas sourcing, supply chain, e-commerce, and national retail distribution.
Fortis et fidelis
Strong and trustworthy
Contact
Contact us.
Inquiries regarding lending, property, acquisitions, and new ventures are welcome. We respond within two business days.
When writing
Please note the nature of your inquiry and any relevant details.
Email us