Josh Carlson is an Associate of Investments with Surmount, where he specializes in truck stops, convenience stores, and net leased properties throughout the United States. Mr. Carlson works closely with operators, developers, investors, and capital providers nationwide, advising clients on acquisitions, dispositions, capital formation, and sale-leaseback transactions.
Mr. Carlson has developed a specialization in the truck stop and convenience store sectors, with a particular focus on operator expansion, site selection, and capital markets. He is actively involved in sourcing both on-market and off-market opportunities nationwide and leverages technology, data analytics, and extensive industry relationships to identify opportunities that create long-term value. His understanding of operator growth strategies, market dynamics, and capital markets enables him to provide clients with actionable market intelligence and creative solutions tailored to their investment objectives.
Mr. Carlson studied Economics and Finance at the University of Miami and the National University of Singapore.