We apply a classic value investing approach to be able to deliver results

Insight

Combining knowledge with judgment

In analyzing real estate investments, we start by understanding property market fundamentals, valuation metrics, capital structures and market conditions. From there, judgment becomes the most important element to be able to achieve long-term success. The skills and judgments of our team are based on decades of experience in real estate.

Financial data is a critical starting point, but it seldom tells the whole story. We strive to deliver results by looking beyond the numbers. We monitor real estate trends, engage with experts in local markets and maintain a proprietary database of our prior fund investments, the assets owned by those funds, and the thousands of funds we’ve reviewed over the years. 

Our combination of deep analytical resources and local market knowledge enhances our ability to identify trends, to develop investment themes and to capitalize on opportunities.