[SIGNAL]: Fifth Wall Fund IV Over-alloted ... [AGENT]: Camber Creek III Performance: 28% IRR ... [DATA]: Multifamily starts up 4.2% ... [ALPHA]: Metaprop IV Scout Agent Active ... [LP]: New allocation request from London Family Office ...

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28% Target Net IRR
PropTechAlpha | Scout_v4.2

Scanning: RET Ventures IV... COMPLETE

Sentiment: Multifamily Sector... NEUTRAL

Deployment Velocity: High FLAGGED

> Signal: Rebalance allocation toward ConTech infrastructure.

Target Allocation 2026

Strategy 01

The Heavyweights

Exposure to global distribution through Fifth Wall and JLL Spark. Stability at scale.

Strategy 02

Vertical Alpha

Deep-domain expertise via Camber Creek and RET Ventures. Resident & Multifamily focus.

Strategy 03

The Frontier

Early-stage "Agentic" PropTech through Alpaca VC and MetaProp. High-growth seed cycles.