Our Approach

Investment Strategy

A disciplined, data-driven approach to identifying and executing institutional-quality multifamily investments.

Our Process

How We Invest

Every investment goes through our rigorous four-phase process designed to maximize returns while managing risk.

1

Identify

We analyze hundreds of opportunities annually, focusing on markets with strong job growth, population influx, and supply constraints.

2

Underwrite

Our rigorous underwriting process stress-tests every deal across multiple scenarios to ensure attractive risk-adjusted returns.

3

Execute

We implement proven value-creation strategies including operational improvements, capital enhancements, and repositioning.

4

Optimize

Continuous monitoring and optimization of property performance with transparent reporting to our investors.

Geographic Focus

Target Markets

We focus on high-growth Sun Belt markets that exhibit strong fundamentals and attractive long-term prospects for multifamily demand.

Population growth exceeding national average
Strong and diversified employment base
Business-friendly regulatory environment
Limited new supply pipeline
Attractive cap rate spreads
Infrastructure investment and development

Texas

  • Austin
  • Dallas
  • Houston
  • San Antonio

Southeast

  • Atlanta
  • Nashville
  • Charlotte
  • Tampa

Mountain West

  • Denver
  • Phoenix
  • Salt Lake City
  • Las Vegas

Carolinas

  • Raleigh
  • Charlotte
  • Charleston
  • Greenville

Selection Criteria

What We Look For

Property Profile

  • Class A & B+ multifamily
  • 100-400 units preferred
  • 1990 or newer construction
  • Suburban and urban infill locations

Value-Add Potential

  • Below-market rents
  • Deferred maintenance opportunities
  • Operational inefficiencies
  • Amenity enhancement potential

Investment Parameters

  • $20M - $100M total capitalization
  • 65-75% LTV financing
  • 3-5 year target hold
  • 14-20% target net IRR

Risk Management

Capital Preservation First

While we seek attractive returns, our primary focus is on protecting investor capital. Our disciplined approach includes:

Conservative Underwriting

We stress-test every deal assuming rent growth stalls and cap rates expand.

Moderate Leverage

We typically target 65-75% LTV, providing cushion against market volatility.

Diversification

Our funds invest across multiple properties, markets, and vintages.

Our Track Record Speaks

$0

Principal lost on realized investments

25+

Years of continuous operations

100%

Exits at or above projections

See Our Strategy in Action

Explore current investment opportunities and see how our strategy translates into real returns.