STRATEGY

Our Real Estate Investment Strategy

We specialize in formulating development strategies and highest and best land uses for real estate developers and/or investors, based on robust planning assumptions, site locational assessment, primary demand market research studies, competitive supply analyses and financial feasibility studies. Our proprietary real estate development and financial models are designed to suit all real estate asset classes (e.g., residential, office, retail, hospitality, industrial, etc.), associated business models (income producing, build-to-sell, etc.), and valuation methods (e.g., cap-rate, Gordon growth model, etc.).  

The Fund will utilize various kinds of portfolio diversification strategies, which may include, but not be limited to, distressed investment strategies, hard money lending, mortgage-backed securities instruments, etc. Not all of these strategies will be employed. Our overall strategy will be anchored by an investment philosophy emphasizing portfolio construction with an asymmetric return profile and definable downside risk to capital invested.  

We intend to manage resources through both overlay and absolute return strategies and employ distinctive methodologies that integrate the study of urban economics and other economic objectives and translate them into land use and planning guidelines as well as fundamental and technical forecasting. These strategies can integrate with other investment tools at our disposal. 

We intend to adhere to a 4-step process in our investment strategy: 

1. Utilization of a top-down thematic approach in developing underlying themes, drivers, and exposures to the macro and urban economic landscape; 2. Development of directional and non-directional biases in multiple real estate markets consistent with top-down urban economic views; 3. Construction of a portfolio of investments consistent with the above biases that offer advantageously skewed asymmetric return profiles and well defined downside risk; and 4. Consistent management of downside risk to our portfolio while simultaneously allowing favorably performing investments to earn a larger VAR (value at risk).