We consider ourselves an agile, boutique firm with local experience to foresee economic changes that may affect our assets while maintaining a velocity and flexibility to scale and adapt to our investors preferences.
Each investment undergoes a rigorous, competitive process before requiring unanimous selection by our partners prior to submitting an offer.
1. Market Intelligence and Evaluation
Extensive access to information and coveted relationships for exclusive deal flow access
2. Exceptional Sourcing and Structuring
Expertise in equity, debt and complex transactions
Broad Analysis becomes more specific to the target asset
3. Analysis and Due Diligence
Strict focus on downside protection, conservative analysis, and value-add potential
4. Acquisition
Efficient and timely execution with emphasis on return yield
Focus on the investor takes precedence as we structure the deal
5. Risk Management
Strategic and tactical risk mitigation and diversification
6. Value Enhancement
Aggressive and disciplined asset management with owner-fiduciary perspective
7. Disposition and Refinancing
Seek to maximize proceeds through tactical and timely exits
Our Process involves a comprehensive approach using the strength and depth of our many partnerships and experience to identify, underwrite, perform due diligence and create our value enhancement strategy for acquisition prior to disposition to our investors.”