Special Situations - Clear Sky Advisers, LLC

Our Special Situations strategy will focus on investing in the logistics assets of the future.

Clear Sky’s Special Situations strategy focuses on esoteric opportunities where we discern an ability to invest in a differentiated manner to achieve strong, absolute returns.

We will initially focus on developing and investing in modern logistics assets in Europe. We believe there is a significant demand for this infrastructure given the growth of e-commerce and the re-configuration of supply chains.

A core part of our strategy is to partner with key parties in an effort to substantially de-risk the strategy while capturing the differential in yields between development and stabilized projects.

The Opportunity

Secular trends are driving strong demand for new warehouse product.

Near shoring and e-commerce growth are two of several factors driving increased corporate demand for warehouses. With low vacancy rates in existing product, newbuild warehouses are vital to support current trends, but this comes at a substantial cost for corporations. We seek to meet this need in a wholistic fashion that is not currently addressed by current financing sources.

Our team recognizes this unique opportunity and has decades of experience in investing in and managing special situations like these with a view to generating significant alpha.

To learn more about investment opportunities, please contact info@clearskyim.com

Past performance is not indicative of future results. While Clear Sky will seek to substantially de-risk the strategy as described above, such effort, even if successful, cannot and will not eliminate all investment risk. An investment in a Clear Sky investment product is subject to materials risks of loss and material limitations. See the "Special Considerations," which can be found here.

The Leadership

The Special Situations strategy is led by Dan Chandra.

Mr. Chandra has over 20 years of experience in value and special situations investing. Prior to joining Clear Sky, Mr. Chandra was a senior investment professional at Lion Point Capital, a value-focused investment fund based in New York City. Prior to Lion Point, he held senior level positions at DW Partners and at DW predecessor, Brevan Howard.

In addition to his involvement with Clear Sky, Mr. Chandra is a member of the Board of Directors for Tamboran Resources, a company focused on the development of gas resources in the Beetaloo Basin in Northern Territory, Australia.

Mr. Chandra received an AB in Economics from Stanford University and an MBA from The Wharton School, University of Pennsylvania.