Investment Philosophy:

  • Real Estate markets are cyclical

  •  Rents and values are driven by demographic & income growth

  •  Long-term governor of real estate value is replacement cost

  •  Valuation matters

  •  Public market volatility creates opportunity

What we are looking for:

  • Fundamentals positive or near inflection point

  • Attractive return potential 

  • Reasonable leverage

  • Positive alignment of interests/incentives