Investment and Operational Strategy
Privileged Acquisitions. Scaled & Integrated Operations. Disciplined Exits.
Acquisition Criteria
- Property Types: Garden-style and low/mid-rise multifamily communities
- Markets: California, Arizona, and Nevada, where our integrated operating platform actively manages properties
- Asset Class: Primarily Class B; select Class C in high-demand submarkets; discounted Class A communities where motivated sellers create attractive opportunities
- Deal Size: $5 million to $50 million
Value Creation
- Insider access to deal flow through direct relationships with hundreds of owners and brokers, surfacing attractively priced, often off-market opportunities
- Targeted renovations, repositioning, and operational improvements executed by in-house management and construction teams
- Rent growth through strategic capital programs and mark-to-market adjustments enabled by real-time market intelligence and sizable management presence
- Expense and revenue optimization powered by scaled operations
Value Realization
- Once business plans are executed and properties stabilized, assets command premium pricing from family offices, 1031 buyers, and regional funds seeking stabilized communities, broadening the buyer pool and creating multiple exit options.
- Market conditions are continuously evaluated to determine the best course: refinance to return capital and hold for ongoing cash flow, or sell into a deep pool of buyers seeking stabilized assets to capture peak value.
- This disciplined approach maximizes investor outcomes by balancing near-term liquidity with long-term wealth creation.
