Toomey Investment Management

The firm concentrates on two interrelated categories: single-tenant, net-leased commercial real estate and privately originated credit. Real estate positions typically involve investment-grade corporate tenants — Walgreens and Dollar General have appeared in public record transactions — structured as absolute-net leases. The credit book consists of bridge and term loans to middle-market real estate operators, secured by first liens on hard assets. There is no public indication of public-equity, hedge-fund, or venture-capital exposure.

Toomey Investment Management does not publicly solicit outside limited partners and operates with a proprietary balance sheet — characteristics that align it with a private investment office. It holds RIA registration but does not market pooled funds or separate accounts to third-party allocators. The firm's structure effectively keeps it outside the institutional fundraising cycle, reinvesting its own realized proceeds rather than deploying against external capital calls.

Sourcing relies on regional relationships cultivated over decades in the Northeast and Mid-Atlantic, bypassing broadly marketed broker-led processes. For net-leased acquisitions, the firm targets off-market or limited-marketing situations involving corporate-guaranteed leaseholds. On the credit side, Toomey originates directly to borrowers — frequently multifamily and commercial developers — writing loans in the $1 million to $5 million range where regional banks have pulled back from construction and bridge exposure.

The portfolio is concentrated in the Northeast and Mid-Atlantic corridors, with Connecticut and Pennsylvania featuring prominently in recorded transactions. A secondary presence covers the Southeast, notably the Carolinas and Florida, often for asset-management purposes tied to properties acquired in those markets. There is no public evidence of activity west of the Mississippi or in Europe.

John J. Toomey, the founder and president, is the sole named investment principal in public records. The firm operates with a compact internal team and relies on a network of external property managers and loan servicers rather than a multi-tiered investment committee. Decision authority appears concentrated in the founder's office, which is consistent with its lean, direct-investment posture.