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
IDENTIFY TARGET MARKET AND ASSETS
- Market Research include Job, Population, Inventory, Pricing
- Property Due Diligence
- Current and Future Comparable
- Development or Neighborhood Restrictions
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)
DEVELOPMENT / VALUE-ADD STABILIZATION
- Development Design and Timeline Management
- Property rehabilitation
- Market repositioning and renters attractions
- Hands on Know-the-Market Management
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.
Built To Rent
Pandemic and Affordability forcing demographics shift to the rental market looking for larger living space (work from home) with amenities in community living style
Townhome / Multi-family Residential
High supply and Housing Start trending down stable and high growth market create a demand / supply gap opportunity in 2026 and beyond. (Considering the typical 24-36 months built out timeline)
Student Housing
Enrollment Growth, low vacancy rates, shortage of on and off campus supply, flexible housing options, and favorable leasing terms offer reliable rental income and long-term stability, especially in markets with strong university presence.
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
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)