Our Mission:
At S2K2 TRUST LLC, our mission is to cultivate deep relationships built on the principles of 'Know us. Like us. Trust us.'
We are dedicated to sourcing and bringing to market only those Structures, Strategies, and Sponsors that meet our stringent standards of excellence and provide solutions to investors' needs.
We are committed to an investor-first approach, always acting with a fiduciary mindset, and as stewards of investor capital.
Current Offerings
Investment Funds. Advisory Services.
Wealth Management
Our wealth management platform offers diversified investment solutions.
We specialize in alternative investments, primarily through real estate providing tax-optimized solutions, income generation, and private equity opportunities.
We prioritize investor returns utilizing innovative deal structures to align all parties' interests. Product sponsors are experienced institutional sponsors.
Offerings
Comprehensive investment solutions tailored to your needs
Investor Events
Regular events and educational opportunities for investors
Sponsor & Investor Services
Dedicated support for both sponsors and investors
Value-Driven Approach
Our vertically integrated platform excels in development and value-add projects
Roof-Over-Head Strategies
With a focus on macro trends such as roof-over-head strategies, S2K2 TRUST LLC is where vision, expertise, and results converge.
Experience. Relationships. Proven Strategies.
Real Estate Platform
S2K2 Real Estate is anchored by over 150 years of industry experience, led by CEO Steven L. Kantor, former Global Head of Real Estate at Credit Suisse, acquired by UBS in 2023.
Our team has cultivated extensive relationships in real estate capital markets, development, and business plan execution through decades of successful transactions.
Our "roof-over-head" investment approach addresses the need for housing and lodging in an evolving real estate landscape.
150+ Years
of Combined Experience
Income Solutions
Diversified income-generating real estate investments
Private Equity
Strategic private equity real estate opportunities
Tax Strategies
Tax-optimized investment structures and strategies
Current Offerings
Explore our diverse portfolio of investment opportunities
S2K2/Miller Fund LP
GP Real Estate Fund
Opportunity to share in 50% of fees and 100% of promote in a $2.5 billion "roof-over-head" potential portfolio
- 10% preferred return
- 100+ years of real estate expertise
Steele Creek Corporate Credit Fund
Corporate Credit Fund
Corporate credit fund that prioritizes investor returns
- Sponsor alignment through distribution-first fee structure
- Maximized earning potential within the dynamic loan market
- Deep market access
S2K2 Charlotte Multifamily OZ Fund
Qualified OZ Fund
350-unit multifamily development NODA neighborhood of Charlotte, North Carolina
- Growing population
- Top-ranked business climate
- Surging job market
Victrix-Gordon Carew Tower OZ Fund
Qualified OZ Fund
Adaptive reuse of historic Carew Tower
- Initial purchase price -$16 million as a result of local tax credits and grants
- Multiuse site (residential and retail)
- Sponsors have extensive experience in office-to-multifamily conversions
S2K2/Miller CLT Fund
Roth Fund
5.3 acre site in Charlotte, NC developing 500 Class A market rate multifamily units.
- Equity real estate investment with a valuation within 12-18 months for Roth IRA conversions
S2K2/Miller CLT DST Fund
Delaware Statutory Trust
A non-levered DST on a 4.8-acre parcel in Charlotte's NoDa district
- The Master Tenant pays an annual lease amount equal to 7% of offering amount
- Used to make monthly DST income distributions
- Sponsor maintains the right to repurchase the land at then-current fair market value
Investor Portal
Create a profile on our investor portal to learn more, evaluate, research, and invest.
S2K2: Investor-First Solutions
Know Us. Like Us. Trust Us.
Steven Kantor
CEO & Founder
Former Global Head of Real Estate at Credit Suisse, acquired by UBS in 2023. Over 20 years of experience in real estate capital markets and development.
Meet the S2K2 TeamOur Team
Investor Education
At S2K2 TRUST LLC, we align our interests with yours.
We combine our 150+ years of shared experience with our extensive network of close partners to deliver the best opportunities and insights to you.
The S2K2 Difference
Transparency and alignment of interests. What does that mean? It means the investor always makes money before the sponsor makes money.
Key Principles
- Investor-first approach
- Fiduciary mindset
- Stewards of investor capital
- Extensive industry relationships
Insights
What We're Reading.
S2K2 Around the Country
Our presence spans across key markets nationwide
Charlotte
NC
Tampa
FL
New York
NY
Cincinnati
OH
Denver
CO
Bozeman
MT
Paradise Valley
AZ
Orlando
FL
Interactive Map Coming Soon
Our Solutions Team is Here to Help You
Get in Touch
Address
2926 Roosevelt Blvd
Clearwater, FL 33760-1925
Phone
+1 (832) 507-9291
info@s2k2trustllc.tech
Business Hours
Monday - Friday: 9:00 AM - 6:00 PM EST
Saturday: 10:00 AM - 2:00 PM EST
Sunday: Closed