Investment process
Our rigorous investment approach is designed to meet our long-term objective of delivering exceptional returns and services while minimizing risks and costs
01
first step
IDENTIFY TARGET MARKET AND ASSETS
- Market Research include Job, Population, Inventory, Pricing
- Property Due Diligence
- Current and Future Comparable
- Development or Neighborhood Restrictions
02
second step
ASSET ACQUISITION AND UNDERWRITING
- Capture favorable entry prices
- Exceptional skill and trusted reputation in sourcing off-market deals
- Expertise in Proforma evaluation and underwriting (hands-on approach in budgets in project costs)
03
third step
DEVELOPMENT / VALUE-ADD STABILIZATION
- Development Design and Timeline Management
- Property rehabilitation
- Market repositioning and renters attractions
- Hands on Know-the-Market Management
04
fourth step
EXIT
- Maximize value by offering buyers high quality, turn-key assets with stabilized cash flow
- Consistently strong, stable tenancy
- Well maintained with desirable amenities and improvements
Where We See Opportunities
Fastest Interest Rate Hike in history and Institutions liquidation needs create value-add and opportunistic investment opportunities. Influx of multifamily supply and reduced starts create a window of opportunity for acquisition and development. Our extensive research and real estate teams identified exciting Repricing opportunities in Real Estate Equity and Debt.
REAL ESTATE EQUITY
CORE INVESTMENT
- Low-maintenance income-producing properties
- Offer stable cash flow with low risk
- Long-term timeframe (10+ years)
CORE PLUS INVESTMENT
- Stable properties with upside potential
- Moderate return (Income + Growth)
- Low to moderate risk
- Medium timeframe (~5 years)
VALUE-ADD INVESTMENT
- Renovation projects with transformation potential
- Focus on growth potential with moderate risk
- Short and medium timeframe
- Repositioning Class C Multifamily, vacant buildings
- Medium timeframe (~5 years)
OPPORTUNISTIC INVESTMENT
- Ground-up property development (Build-to-rent, BTR)
- High-risk, high-reward opportunities
- Mostly focus on growth potential upon exit
- Short timeframe (3 – 5 years)
