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Strategy

Top-down perspective meets bottom-up approach.

We base our strategy on generating a proprietary view of how the world fits together across all asset classes, sectors, and markets. By first identifying sectors and markets that present defensible opportunities for superior returns, we can focus on maximizing upside potential through a rigorous, systematic approach to each stage of the investment lifecycle.

Investment Categories.

Our firm categorizes each opportunity and makes investments across the risk spectrum. The level of risk varies in each asset depending on factors including product type, geographic region, market conditions, occupancy levels, etc.

Our four investment categories include: Core, Core-Plus, Value-Add, and Opportunistic. We ensure the expected rate of return is commensurate with the various risks associated with each transaction.

Core Strategy:

TARGETED RETURN 7-9% IRR

Our Core Strategy aims to invest capital in best-in-class real estate with the least risk and a focus on capital preservation and stability of current income. Such assets are often Class-A buildings in primary markets.

Core-Plus Strategy:

TARGETED RETURN 10-14% IRR

Our Core-Plus Strategy targets stable real estate in primary and secondary markets, with a higher IRR than demonstrated by the Core strategy. In order to accomplish higher returns, our Core-Plus strategy seeks assets that are generally core but contain value-creation potential through light renovations and operational optimization.

Value-Add Strategy:

TARGETED RETURN 15-19% IRR

Our Value-Add Strategy focuses on buying assets at a steep discount to replacement cost. These assets typically require major capital improvements and repositioning of operational and physical issues.

Opportunistic Strategy:

TARGETED RETURN 20%+ IRR

Our Opportunistic strategy is the highest on the risk spectrum and focuses on assets that are distressed or too complex for most investors to understand and manage. Opportunistic acquisitions are the most difficult to finance and most capital intensive.

Get In Touch.

To learn more about our company, or to request information about upcoming investment opportunities, please click the link below.