Arkhouse

Managing Partners Gavriel Kahane and Jonathon Blackwell jointly control investment decisions. The two are former colleagues from a real estate private equity firm, per public record. No other named senior investment professionals have been publicly identified.

Arkhouse invests in undervalued public companies, particularly retailers with significant real estate holdings. The firm takes activist positions, often pushing for sales, spinoffs, or other transactions that unlock the value of underlying property assets. It targets real estate and retail sectors, per public filings and press reports.

Arkhouse appears to invest through a pooled fund structure, as evidenced by its 2023 bid for Macy's alongside Brigade Capital Management, which is a hedge fund. The firm does not publicly disclose how its capital is raised or whether it operates as a family office or an asset manager.

Yes. In November 2021, Arkhouse disclosed a stake in Kohl's and pushed the company to consider a sale (per The Wall Street Journal, November 2021). In December 2023, the firm joined Brigade Capital to make a $5.8 billion bid for Macy's (per Reuters, December 2023). Both campaigns center on unlocking the value of the retailers' real estate.

The Kohl's activist campaign did not result in a sale; the company explored a process but remained independent. As of mid-2024, the Macy's bid has not been completed, but the firm continues to engage with the company's board. Arkhouse has not publicly disclosed any prior real estate transactions or exits.

The wealth origin of Arkhouse's founders has not been publicly disclosed. Gavriel Kahane and Jonathon Blackwell previously worked at a real estate private equity firm but their personal capital sources are not known.

Arkhouse has not publicly stated any explicitly avoided sectors. Based on publicly known activity, the firm concentrates entirely on real estate and retail, suggesting it does not invest in technology, healthcare, or other industries.