Skip navigation and go to main content

Investments Strategy

Value Add \ Opportunistic Investments

Targeting multi-tenant medical office, general office, and/or non-anchored retail, in both primary and secondary markets with excellent locations that require lease-up and/or moderate to extensive renovation to reposition the property and increase cash-flows to a stabilized operating profile.

Core Plus Investments

Targeting multi-tenant medical office, general office, and/or non-anchored retail, in both primary and secondary markets that are 70%+ occupied with below market in-place rents as a result of asset mismanagement, operational mismanagement, or that requires a limited to moderate renovation or site enhancement to enhance achievable rental revenue.

Core Investments

Targeting recently constructed and/ or recently occupied, long term (5+ years of WALT), multi-tenant leased medical office, general office, and/or non-anchored retail. We are highly focused on location, tenant quality, and durability of cashflows and overall performance.

Type of Investments

  • Individual assets with an identified value-add opportunity, analyzing and embracing all opportunities of Forced Appreciation
  • Individual assets and property portfolios in need of repositioning, capital improvements, and/or leasing solutions
  • Ground-up development as a direct investment or joint venture
  • Distressed and/or partial ground-up development opportunities that meet pre-established investment criteria
  • Distressed real estate assets foreclosed on (or at the risk of being foreclosed on) by lender(s)
  • Individual distressed bank loans secured by property

Benefits of Investing in Real Estate

Investment in real estate can produce a number of benefits and each investor should be made aware of the benefits anticipated from the investment being made. The benefits being described can use the acronym IDEAL.

I

  • Income

    is distributed to the investors on a systematic basis in the form of cash distributions

  • Depreciation

    is used to shelter the income the property produces that is distributed to the investors in the form of cash distributions

  • Equity

    build-up of equitable value that the property produces through the pay down of principle through the amortization of the mortgage

  • Appreciation

    an increase in the property investment value. Appreciation may come from the increases in income the property produces over time and/or from Forced Appreciation

  • Leverage

    available using financing to optimize return and maximize tax efficiency. Positive leverage exists when the after tax cost of funds is less than the after tax unleveraged yield of the property

Unlock Your Investment Potential

Dive deep into high-value real estate opportunities tailored for maximized returns

Get Started