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Our Strategy

"We focus relentlessly on uncovering opportunities in property sectors and geographies where fundamentals are strong or positioned to benefit from changing secular and demographic trends, while simultaneously leveraging our experienced regional team’s insights and investment execution capabilities."
- Mark Hertz, Managing Director & Head of U.S. Investments

●  Capture the development spread to core
●  Apply strong principles of disciplined risk management to isolate or transfer risk
●  Leverage in-house construction management expertise

●  Capture value-add premium to core
●  Reposition capital-starved and undermanaged properties
●  Maximize revenue through strong management, expense efficiencies and economies of scale

●  Identify assets with strong cashflow or that provide refurbishing or re-tenanting opportunities to support portfolio financing
●  Expand existing asset portfolios in favorable locations by adding adjacent core opportunities to maximize efficiencies and generate portfolio premiums at exit

Investment Strategies by Product

 

Multifamily

Develop highly amenitized product with achievable rents in undersupplied, high-growth submarkets ● Reposition Class B assets with favorable rent spreads to Class A product

Industrial

Develop and acquire mid/large-sized warehouse-distribution and logistics facilities near industrial-hubs with proximity to arterial highways and/or roadways serving major economic zones

Senior Housing

Develop independent and assisted living and memory care facilities in markets with high percentage of income-qualified age cohort coupled with outdated existing supply competition

Student Housing

●  Develop at universities with an aging on-campus housing stock or walkable, campus-adjacent locations
●  Acquire and rehab Class B product offering attractive relative value at top tier universities

Commercial (Retail/Office)

Value-add acquisition of grocery-anchored centers in high-growth secondary markets with high-performing investment-grade anchor tenancy ● Reposition Class B assets in primary market CBDs with growing “TAMI” sector tenant bases that offer attractive discounts to Class A product

Hospitality

●  Aggregation of deep value-add opportunities in “Eds & Meds” (education and healthcare) markets focused on infill “Main & Main” locations