Investment Strategy
Our Pillars of Investing
Fundamental Value Approach
Rigorous focus on the fundamentals with an emphasis on intrinsic long-term value with stabilized cashflow.
Target A+ locations, quantifiable demand drivers, supply constraints, and attractive basis relative to replacement cost and recent trades.
Underwrite on an unleveraged basis and then customized debt to optimize risk-adjusted returns and down side protection.
Local Approach
Continuation of the same market focused investment strategy.
Focus on outsized growth potential driven by economic and demographic trends.
Targeting acquisition and development opportunities that have a defined value-add strategy that drives the outcome, rather than relying solely on improving market conditions.
Execution & Risk Management
Seek investments with strong risk-adjusted return dynamics that have substantial margin to absorb unforeseen events.
Decision-making focused on mitigating downside protection and capital preservation while achieving value-add returns.
Careful property selection, granular financial analysis, comprehensive due diligence, applying realistic assumptions supported by operating data, local market experience, and third-party data providers.