Core

Approach

Durable
Real Estate

Never lose sight of the basics. We insist upon extraordinary supply constrained submarkets and clear, recurring structural demand. Generate potential for rental growth while mitigating occupancy, obsolescence and liquidity risks.

Disintermediate
the Fund Model

Always maximize alignment. We offer more direct access to local sharpshooting operators on an exclusive basis, and provide our operating partners access to institutional capital on better terms.

Small Cap
Roll-up Strategies

Buy from less sophisticated and undercapitalized owners in less competitive and more idiosyncratic transactions. Roll-up a well-constructed portfolio for sale to institutional buyers. We create product for institutional buyers.

Liquidity
Matters

Liquidity equals value. More liquidity options means more potential value is created and risk mitigated. This is why we focus on portfolio roll-up strategies – it creates liquidity options. The first question we ask is, "who will buy our assets when we complete our business plan?".

Core

Principles

Be-aligned
Be-aligned

Risk should be shared equitably. Create the right incentives for the profitable days as well as the unforeseen moments.

Have
Conviction
Have
Conviction

Do only what's worth doing. We're not here to "put money to work". We're here to INVEST.

Be
Curious
Be
Curious

Ask questions, it makes one a better investor. What we don’t know is far greater than what we do know.

Full
Transparency
Full
Transparency

It doesn’t matter if news is good, bad or neutral - be early and frequent in communicating. What matters is that we are informed in a timely, transparent manner. Surprises don’t work.