Junto Opportunity Fund I | Worst Building. Best Block.
NYC Distressed Multifamily Strategy  ·  Junto Opportunity Fund I LP

Worst
Building
best block.

We buy buildings that cannot transact. We make them transactable. That is the return.

Old Law walk-up multifamilies in prime Manhattan neighborhoods. Too complex for amateur buyers. Too small for institutions. The complexity is the moat.

Fund Architecture
Target Raise$50,000,000
Launch Threshold$10,000,000
Preferred Return8% Cumulative
Carried Interest20%
Target Net IRR15–25%
WaterfallEuropean (whole-fund)
Fund Life10 Years
Investment Period4 Years
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Scale capital: Letter of intent from an institutional family office for up to $75M in additional capital commitments.

The problem is not the real estate.
It is the friction surrounding it.
We remove the friction.

Distress enters when ownership, capital, construction, or operating control fails. These deals often do not trade in usable form — they must be constructed through resolution and execution. Legal complexity eliminates most bidders. That discount is structural and repeatable across every deal we source and convert. 100% free-market portfolio. No HSTPA risk. Exit to the broadest possible buyer universe at stabilization.

The Anatomy of Distress

Where Deals Break

Distress enters when ownership, capital, construction, or operating control fails. When one breaks — legally, operationally, or financially — it falls outside the ordinary market. That is where we buy.

Ownership
ProbateContested estate, no party can act
DeadlockBroken partnership, no operating agreement
ReceivershipCourt-controlled asset, forced timeline
Capital
Bridge DefaultLoan matured, no refinance path
Stalled RefiSponsor can't post reserves or meet LTV
Note PurchaseLender selling at discount to exit
Construction
AbandonmentContractor walked, project mid-execution
Defective WorkPrior renovation creates hidden liability
CasualtyFire, flood — asset requires full reset
Operating Failure
FraudPrior operator stripped rents or vendor payments
Stalled PermitsDOB/HPD violations block leasing and finance
ComplianceLead paint, OATH judgments, regulatory lockout
The Opportunity

Why Now

01 / The Maturity Wall
2021-Era Debt Is Breaking

Bridge and construction loans from 2021 are resetting into a refinancing market that no longer supports their original proceeds or LTV. Lenders and special asset groups are moving assets at prices that reflect urgency, not intrinsic value.

02 / Thin Buyer Pool
Complexity Is Our Moat

Sub-50-unit walk-ups require hands-on legal, construction, and regulatory expertise that institutional platforms cannot deploy at this asset size. Legal complexity eliminates most bidders. That discount is structural and repeatable.

03 / No Regulatory Exposure
100% Free-Market Portfolio

HSTPA 2019 eliminated vacancy deregulation. We target exclusively free-market assets — no rent-stabilization risk, no HSTPA exposure. Exit to the broadest possible buyer universe at stabilization.

Representative Archetype

T1 — Classic 25-Footer

Old Law Walk-Up. The fund workhorse. Largest pool of comparable buildings in Manhattan, proven playbook, repeatable execution.

T1 Classic 25-Footer Old Law Walk-Up
Building Profile
ClassC4 Old Law
Built1879–1901
Height5–6 Stories
Lot25 × 100 ft
Units15–24
Inventory~10,000 Manhattan
Representative Project Economics
Purchase Price$4.0–6.2M
Purchase $/SF$275–325/SF
Renovation Budget$200–275/SF
Soft Costs & Holding~13% of hard cost
Total Project Cost$475–600/SF
Total Equity Required$5.9M
Example Project · 3-Year Hold
18.5%
Year 3 IRR
1.95×
Equity Multiple
8.7%
Yield on Cost
$700–900+
Exit $/SF

Internal underwriting on a representative Manhattan walk-up case study. Not a projection of actual fund returns. Fund target net IRR: 15–25%.

Execution Control

Four Principals. One Platform.

Each principal resolves a different layer of complexity. Together they unlock assets no single operator can touch.

Managing Principal
John H. Snyder

Federal trial lawyer and strategic advisor. Sources and unlocks legally constrained assets — removing the friction that keeps conventional buyers out and pricing depressed. Founder and the vision behind Agnes Intelligence; has worked closely with Brian Hughes for more than 15 years.

Harvard Law Brown U (ΦΒΚ) Proskauer Rose Federal Clerkship Agnes Intelligence Founded JHS PLLC 2010
Head of Construction
Brian Hughes

Started in construction at 16; union carpenter (Local 608), mentored by legendary builder Jack Fickes. Founded J.F. Hughes Builders in 2009 — delivering high-end residential, multifamily, hospitality, and embassy work across New York City, including difficult gut renovations and distressed projects others couldn't restart.

25 Years in Construction 75+ Walk-Up Gut Renovations GC for Major Institutions AIA Award Winner Union Local 608
Head of Acquisitions & Exits
Amy Herman

$2B+ in NYC sales volume. Identifies off-market and pre-market opportunities before they are widely shopped, and executes exits at stabilization into a buyer pool that wants this product but rarely sees it created at this asset size.

$2B+ NYC Sales Volume WSJ Top 100 NYC Agents Brown Harris Stevens Manhattan & Prime Brooklyn
General Counsel
Thomas C. Sima

Former Shearman & Sterling attorney (NY/HK) with 20+ years in cross-border finance, fund formation, and complex transaction structuring. Advises on LPA architecture, capital stack design, and governance; extensive experience with international investors and family offices.

Shearman & Sterling Duke Law (cum laude) Fund Formation 20+ Years NY/HK LPA Architecture
JR Chantengco
Senior Advisor
Capital markets
RJ Estiva
Senior Advisor
Operations
Junto Opportunity Fund I LP

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