Investment Philosophy

Every good investment firm is built around a sound investment philosophy, one that does not change with fads, but is constructed around solid fundamentals that will stand the test of time. Our firm’s investment philosophy is clear – make every investment decision utilizing a rigorous set of standards designed to expose the most valuable opportunities while managing the risk to levels appropriate for each investor.

Our standards include:

Acquisition Criteria
We have an established set of property, location and tenant specific criteria that every acquisition must meet. This criteria is designed to ensure that each asset has the proper characteristics, including those outlined below, to make it a successful investment.

• socio-economics and demographics
• supply and demand dynamics
• competitive sustainability
• market barriers to entry
• tenant credit profiles
• traffic counts and accessibility

Underwriting
We have, over many years, developed proprietary underwriting models and systems. These systems are designed to analyze historical performance, current and projected market conditions, as well as support the business strategy established for each property. These models help us identify those assets with the greatest potential to maximize returns while uncovering any unacceptable risks.

Risk Identification and Management
Intelligent investing is all about managing risk. We manage risk by putting every property through a painstaking diligence process. We then identify strategies to mitigate those risks. If we cannot satisfactorily manage them, we will not purchase the property.

Exit Strategies
Having a clear exit strategy is critical to the success of any investment. On a typical investment we don’t just have one exit strategy, but we create multiple strategies that take advantage of the greatest opportunities of an asset, its market and business plan.

Risk Adjusted Returns
Some investors are interested in taking substantial risk for capital appreciation, while others want capital preservation with low risk. No matter the type of investor and the investment property, returns must always be analyzed as a function of the risk relative to the investment. We focus not only on delivering superior returns to the investor, but more importantly superior risk adjusted returns.