🧠The Hidden Value of User-Generated IP
By Andrey Juchau — May 2025
Across platforms like Roblox and Fortnite Creative, there’s a rising wave of underpriced digital IP. These assets — often dismissed as “dead games” or failed experiments — represent a rare arbitrage opportunity for structured operators.
At Heim Capital, we focus on distressed or abandoned IP with one thing in common: community memory. If a game once had momentum or cult value, there’s usually a path to revival through UI overhaul, monetization logic, and narrative redesign.
What traditional investors miss is that user-generated ecosystems don’t follow standard lifecycle curves. Attention spikes, decays, then often rebounds. If you can buy at decay, optimize for rebirth, and exit post-viral... you're not running a game rather you’re flipping digital real estate.
This is how we treat every Heim acquisition: not as a project, but as an undervalued IP asset with operational upside. This is showcased in our portfolio, with many of our projects originating as decayed IP’s that were viewed across the aisle as unredeemable trash while we at Heim Capital saw gold and opportunity.