We Invest with Process
Creative deal sourcing, idea / theme generation and structuring, combined with rigid investment criteria and underwriting allows for efficient sourcing, filtering and execution
Entrepreneurial creativity and agility combined with institutional discipline reduces downside risk and enhances asset-level operating performance
A trusted and proven partnership approach with brokers, lenders, property managers, consultants and advisors, institutions and individual owners developed over 25 years. Sweet spot between institutional investors and ‘Mom and Pop’ owners
Aggressive and detail-oriented asset management, along with transparent and consistent investor relations and reporting
Investment Criteria
High-quality properties in excellent locations backed by solid demographics and demonstrative barriers to entry
Valuations at or below replacement cost
Operating partners that drive business plan execution and focus on the bottom-line
Primary focus on existing assets with historical cash flow improved through operating improvements, new capital investment and / or enhancements to the capital structure
Clear pathway for future liquidity event through exit or refinancing
The Right Geographic Focus
Growing and Durable Markets
Above-average and accelerating GDP and job growth, supported by positive and consistent net migration, helping to provide market-cycle resilience.
Highly educated workforce along with key infrastructure including education, healthcare, technology and employer-friendly environment
Developed and accessible ground, public, and air transport
Cost of living affordability when compared to coastal markets, including tax-friendly locales
Rocky Mountain region benefits from tectonic shifts in net migration patterns and economic growth
The Right Geographic Focus
Investing at the intersection of ‘Eds, Meds, and Technology
Above-average and accelerating GDP and job growth, supported by positive and consistent net migration, helping to provide market-cycle resilience.
Highly educated workforce along with key infrastructure including education, healthcare, technology and employer-friendly environment
Developed and accessible ground, public, and air transport
Cost of living affordability when compared to coastal markets, including tax-friendly locales
Product- Type Diversification
Hospitality
Limited service
Select service
Full service
Marriott &
Hilton Flags
Housing
Class A/B Urban
Student Housing
Single-Family Rental
Senior Housing
Healthcare
NNN Sale
Leasebacks /
Build-to-suit
Medical Office
Life sciences
Industrial
NNN Sale
Leasebacks /
Build-to-suit
Single/Multi-tenant
Life science
conversions
Office
NNN Sale
Leasebacks /
Build-to-suit
Single /
Multi-tenant
Mixed-Use
Hospitality
Limited service
Select service
Full service
Marriott &
Hilton Flags
Housing
Class A/B Urban
Student Housing
Single-Family Rental
Senior Housing
Healthcare
Medical Office
Life Sciences
NNN Sale
Leasebacks /
Build-to-suit
Industrial
NNN Sale
Leasebacks /
Build-to-suit
Single/Multi-tenant
Life science
conversions
Office
NNN Sale
Leasebacks /
Build-to-suit
Single /
Multi-tenant
Mixed-Use