Strategy
plan of action

INVESTMENT STRATEGY

Acquisition Process

Our main focus is protecting our investment partners’ capital. We focus on the following criteria to identify undervalued multifamily properties for acquisition, value optimizations, management, and disposition.

Market Segments

● Age: The 18-to 35-year old market segment is 22% of the U.S. population
● Income: Renters who earn $40,000 or more annually
● Price: Where rent is 30% or less of the median income

Property Criteria

● Multifamily residential apartments and townhomes
● Pitched roof construction preferred
● Well located properties with occupancy above 80% with the exception of properties that require renovation
● Self-Storage

Target Values

● Size and Price: 50+ units in the $4M – $75M range
● Property Age & Location: 1975 or newer, emerging market areas with indicators for strong near and long-term economic growth
● Economies of Scale: Purchase multiple properties within an area taking advantage of centralized shared property management and vendor services.

Investment Criteria

Each asset undergoes an extensive due diligence process to confirm the physical and legal status of the property and to confirm valuations to ensure investment strategies are achievable. The debt and equity financing strategy is developed early on in the asset evaluation phase. These are based on a number of factors such as property type, renovations, expected hold period, and investor objectives.

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