Value Proposition

Investment Approach

b1

We seek to invest as Co-GP in equity deals to obtain optimal fees and boost investor returns.

b2

We invest across different geographies, sponsors, asset classes, and deal types to minimize concentration risk and capitalize on market dynamics.

b3

We seek to take advantage of asymmetry of information and seize opportunities for arbitrage in the market.

Geographic Selection

The Fund seeks to invest across different markets in the U.S. to minimize concentration risk and capitalize on market dynamics. Geographic selection of markets will be based on the following fundamentals

  • Positive migration patterns, job growth, population growth, economic growth, and attractive locations for employers.
  • States with landlord-friendly policies and limited or nonexisting rent-control risk.
  • Locations with unique conditions and opportunities.
  • Supply/Demand imbalance and high barriers of entry.
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Asset Class Multifamily as core

The asset class allocation strategy will primarily focus on multifamily as the core asset class.

However, the Fund may invest in other asset classes provided that the fundamental requirements and key target metrics are satisfied.

Alternative asset classes might include, but are not limited to, medical office buildings, industrial/logistics, student housing, and other sectors that the Fund may find attractive at any given time during the investment period

The Value of Diversification

C1

Diversification within the real estate space is of great value for investors. The Fund seeks to reduce the overall risk through a comprehensive diversification strategy.

C2

We seek to mitigate operational risk by using different managers and to mitigate property-related risk by investing in a large number of properties.

C3

Although multifamily is the core asset class of the Fund, there is additional diversification by investing in other asset classes.

Expected average investment per property of total target Fund size

Expected average investment per pooled investment of total target Fund size.

Expected average investment per sponsor of target Fund size

Max. investment per property of total target Fund size.

Max. investment per pooled investment of total target Fund size.

Max. investment per sponsor of total target Fund size.

Investment Process

a1