criteria
INVESTMENT THESIS
Desirable Location
Identify attractive opportunities in top-tier locations and markets across the country
Established Sponsors
Invest with well-respected sponsors who have a track record of building and/or operating quality assets
Attractive Basis Relative to Market Value
Target investments with attractive value propositions relative to sales comparables
Niche Market Size
Identify small to medium size capital placement opportunities that fall below the radar of institutional investors
Strong Demand Drivers & Demographic Focus
Seek national markets and submarkets with consistent and above-average job and population growth
Comparable Property Support
Seek investments with comparable property sales and rental rates
MULTIFAMILY CRITERIA
Target Types
• 100+ units
• Ground-up development, acquisition, recapitalization
• Market-rate, student, age restricted
Investment Structures
• Preferred equity
• Common equity
Key Features
• Accrued interest rates
• Transaction size of $30-150MM
• Programmatic partnerships
• Nationwide
OTHER CRE CRITERIA
Asset Types
• Industrial and IOS
• Retail
• Hospitality
• Manufactured Housing
• Self-Storage
Investment Structures
• Senior mortgage/construction loans
• Mezzanine loans
• Preferred equity
Key Features
• Flexible current and accrued interest rate
• Flexible pre-payment structures
• Transaction size of $1-100MM
• Programmatic partnerships
• Non-recourse options available
• Nationwide

