September portfolio update

Some selected highlights from the investment portfolio over the past month include:
Five V Capital was named 'Firm of the Year' at the 2026 Australian Investment Council Awards. https://www.fivevcapital.com/news
High Street Logistics Properties sold a 10-property, 717,475-square-foot light-industrial portfolio in Chicago. https://rebusinessonline.com/jll-arranges-sale-of-717475-sf-industrial-portfolio-in-chicago-market/
One Peak led groundcover’s $100 million Series C raise to create an observability platform built for the AI era. groundcover is a systems observability and monitoring software designed for AI-native environments that has tripled ARR and doubled headcount over the last year. https://www.onepeak.tech/insights/groundcover-raises-usd100-million-series-c-lead-by-one-peak
ConAm acquired Alicante Apartment Homes, a 232-unit multifamily community on 11.2 acres in Spring Valley, Nevada for $58M. CONAM Buys Vegas-Area Property for $58M - Multi-Housing News



