Business Strategy
We seek to acquire high quality core, core +, value add, and opportunistic assets with an emphasis on cash-on-cash returns and wealth preservation for our investors.
Tax Strategy
We always attempt to provide the most tax efficient strategies; through cost segregation for assets we own, and by identifying a 1031 exchange for replacement property.
Our Process
Collaboration
Our team prides itself on collaboration at every level to achieve our investors’ goals. We foster open communication among our acquisitions, asset management, and investor relations teams to ensure alignment from deal sourcing through disposition. We work closely with local brokers, property managers, and contractors to gain on-the-ground insights that strengthen decision-making and asset performance. This collaborative framework allows us to quickly identify opportunities, address challenges proactively, and deliver results that reflect a true partnership with our investors.
Detailed Reporting
Quarterly investor letters provide a clear picture into asset performance. We deliver transparent, data-driven updates that include financial statements, occupancy trends, capital project updates, and market insights. Each report highlights progress toward business plan milestones and provides commentary on both the property’s operational performance and broader market conditions. By combining quantitative data with thoughtful analysis, we ensure investors have the clarity and confidence needed to track the success of each investment.
Conservative Approach
We are conservative in our approach to underwriting investment opportunities, with a goal to always “under promise and over deliver.”
Every acquisition undergoes a rigorous due diligence process that includes in-depth financial modeling, market analysis, and stress testing under multiple economic scenarios. We base our projections on realistic rent growth, expense assumptions, and exit cap rates to ensure a margin of safety. By focusing on deals that perform well under conservative assumptions, we protect investor capital while maintaining the potential for upside through strategic asset management and value creation.
Long-Term Focus
We believe in buying high-quality real estate in high-growth areas that will provide for consistent returns over the long term, with a focus on long-term equity enhancement and consistent cash flow.
Our acquisition strategy targets properties in markets with strong job growth, population inflow, and diversified economies. We prioritize assets with solid fundamentals—good locations, quality construction, and operational upside—where we can enhance value through disciplined management and capital improvements. By holding assets for the long term, we aim to maximize equity appreciation while providing steady distributions to investors, aligning with our philosophy of sustainable wealth building.