Real Estate
Opportunistic investments
Strategic real estate investments across the United States, targeting value-add opportunities in high-growth markets where our analytical rigor and operational expertise create sustainable competitive advantages.
Our Strategy
Disciplined approach
Value-Add Focus
We target properties with significant upside potential through operational improvements, repositioning, or capital investment.
Market Selection
We invest in markets with strong demographic trends, employment growth, and favorable supply-demand dynamics.
Downside Protection
Conservative underwriting, appropriate leverage levels, and thorough due diligence protect against adverse scenarios.
Active Management
Hands-on asset management to maximize NOI growth through revenue enhancement and expense optimization.
Property Focus
Asset classes
Multifamily
Workforce and market-rate apartment communities in growing submarkets with strong rental demand and favorable supply-demand dynamics.
Commercial Retail Shopping Centers
Neighborhood and community shopping centers anchored by essential tenants in high-traffic locations with stable occupancy.
Retail Stores
Single-tenant and multi-tenant retail properties in prime locations with strong foot traffic and creditworthy tenants.
Hospitality
Select-service and full-service hotel properties in high-demand leisure and business travel markets with value-add potential.
Investment Criteria
What we look for
We apply rigorous criteria to every investment opportunity, focusing on properties where our expertise can create meaningful value.
Our disciplined approach helps us avoid the common pitfalls of real estate investing while identifying opportunities others may overlook.
Geographic Focus
Target markets
We focus on high-growth markets across the Sun Belt and select gateway markets where demographic tailwinds support sustained demand.
Southeast
Atlanta, Charlotte, Nashville, Tampa, Orlando
Texas Triangle
Dallas, Houston, Austin, San Antonio
Mountain West
Phoenix, Denver, Salt Lake City, Las Vegas
Mid-Atlantic
Philadelphia, Baltimore, Northern Virginia
Our Process
From sourcing to exit
Market Analysis
We analyze demographic trends, job growth, supply pipeline, and rent growth trajectories to identify attractive markets.
Deal Sourcing
We source opportunities through broker relationships, off-market channels, and our network of operating partners.
Underwriting
Rigorous financial modeling with conservative assumptions and comprehensive sensitivity analysis.
Due Diligence
Thorough property inspections, title review, environmental assessments, and market validation.
Asset Management
Active oversight of property operations, capital projects, and strategic positioning throughout the hold period.
Investment Parameters
Disciplined framework
Our investment parameters reflect our commitment to risk-adjusted returns and capital preservation.
“Real estate cannot be lost or stolen, nor can it be carried away. Purchased with common sense, paid for in full, and managed with reasonable care, it is about the safest investment in the world.”— Franklin D. Roosevelt
Learn more about our approach
Interested in learning more about our real estate philosophy? We welcome conversations about our value-add approach and methodology.
Get in Touch