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OUR STRATEGY

OUR INVESTMENT STRATEGY IS BASED ON THE FOLLOWING KEY CONSIDERATIONS

ECONOMIC CYCLES

Careful evaluation of macro and micro economic cycles to ensure that the investment will perform as conditions inevitably change.

MARKETS

We carefully evaluate supply and demand, demographics, historical performance and other market conditions to identify high growth, supply constrained markets.

INFORMATION

We utilize our relationships with local and National Brokers, Lenders and other market participants to gain superior information that is not available to the market at large.

OUR INVESTMENT STRATEGY IS BASED ON THE

FOLLOWING KEY CONSIDERATIONS

ECONOMIC CYCLES

Careful evaluation of macro and micro economic cycles to ensure that the investment will perform as conditions inevitably change.

MARKETS

We carefully evaluate supply and demand, demographics, historical performance and other market conditions to identify high growth, supply constrained markets.

INFORMATION

We utilize our relationships with local and National Brokers, Lenders and other market participants to gain superior information that is not available to the market at large.

ACQUISITION CRITERIA

Location

We focus on Emerging market areas with indicators for strong near and long-term economic growth.

Asset Price

We focus on complexes that are 50+ units and can be acquired in the $4MM – $50MM range.

Asset Type

We look for class C- to B+ properties located in C- to A areas that were constructed in 1970 or newer.

Hold Period

Each asset is typically held 3-5 years depending on its exact business plan.

Unit Mix

We prefer to invest in properties where no more than 30% of the unit mix can be made up of one bedroom apartments.

Operating History

Occupancy above 80% with the exception of properties that require renovation, providing properties are well located and present value-add opportunities.

Path of Progress Strategy

A Path of Progress is where the greatest amount of building and development is currently happening, or soon to be.

HERE IS HOW THE STRATEGY WORKS:

Properties rapidly shoot up in appreciation

Majority of new construction is going on

Families and individuals are moving into the area

Investing in the Path of Progress yields the greatest returns in a short period of time.

Overlooked Opportunities

Overlooked Opportunities are where the crowds are not paying attention too.

HERE IS HOW THE STRATEGY WORKS:

Areas that are over developed moving towards stabilization

Secondary and Tertiary markets that are growing

Families and individuals are moving into the area

Job Growth is still prominent

Investing in the Overlooked Opportunities yields great returns over time.

ACQUISITION CRITERIA

Multifamily Investments

Location: Emerging markets in the U.S. Sunbelt with strong economic growth (e.g., stabilized vacancy, consistent rent growth).
Asset Profile: Class A to B properties, 50+ units, built 1980 or newer, in A to B areas, priced at $5M-$25M. We review smaller properties on a case by case basis.
Investment Criteria: Target >90% occupancy (or value-add opportunities with renovation potential), ≤50% one-bedroom units, and 5-10 year hold periods for 8-12% returns. Offers passive income, equity growth, and tax benefits like depreciation.

NNN Retail Investments

Location: High-traffic urban and suburban areas with stable economies (e.g., 6-8% cap rates, Class A).
Asset Profile: Single-tenant retail properties with 10-20 year leases from creditworthy tenants, priced at $2M-$20M.
Investment Criteria: Seek stable cash flows with minimal vacancy risk, targeting 6-10% returns over 5-15 year holds. Provides predictable, low-management income for passive investors.

Industrial Investments

Location: Target core markets (Southern California, Dallas-Fort Worth, Northern New Jersey) and emerging hubs (Nashville, El Paso) for proximity to ports, transportation corridors, and urban centers to support last-mile logistics.
Asset Profile: Focus on Class A warehouses with modern features (high ceilings, automation) and Class B/C infill properties for last-mile delivery, prioritizing adaptive reuse in land-constrained areas.
Investment Criteria: Seek cap rates of 4.5%-6.5% for Class A assets, prioritize long-term leases with credit tenants or short-term leases for rent growth, and mitigate risks in urban assets while targeting markets with strong rent growth (e.g., Nashville at 10.2% YOY).

Hotel Investments

Target High-Performing Segments: Invest in select-service hotels in vibrant markets across the Sunbelt and Southwest, where RevPAR growth and ADR outperform economy segments, driven by affluent leisure and group demand.
Leverage Event-Driven Demand: Focus on cities with robust event calendars, such as delivering strong occupancy and high ADRs for consistent returns.
Capitalize on Acquisition Opportunities: Pursue stabilized assets in a buyer’s market across urban and resort submarkets with limited new supply, benefiting from subdued investment activity and high capital costs.
Mitigate Risks with Efficiency: Prioritize properties with lean operating models to counter rising costs and economic uncertainties, ensuring profitability despite supply pressures in select submarkets.

Mining Investment

Land Acquisition and Resource Proving: Invest in land with high-potential gold/silver reserves in the 2025 bull market (gold $3,400/oz, silver $37-$39/oz), proving resources to enhance value, leveraging 100% expensing of exploration costs for immediate tax deductions.
Mining Development: Fund cost-efficient mining infrastructure on proven reserves, utilizing 100% expensing of development costs to reduce taxable income.
Exit Strategy with Tax Benefits: Sell developed mining assets maximizing after-tax returns within a 3-5 year horizon.

Agriculture Land Investment

Stable Passive Income: Secure long term rental yields through NNN ground leases with experienced operators managing row crops and grapes, with all property taxes, insurance, and maintenance costs covered by the tenant, ensuring predictable cash flow for investors.
Strong Capital Appreciation: Benefit from 5-8% annual land value growth driven by rising global food demand and land scarcity.
Inflation-Hedged Diversification: Farmland’s ~70% correlation with CPI and long-term leases with inflation adjustments provide a resilient hedge against inflation, making it an ideal addition to diversified portfolios with 8-14% total returns.