Strategies

Our investment strategies are designed to preserve capital first and compound returns across full market cycles.

Primary Strategy

Value-Add Multifamily

Operational improvements in mispriced assets with durable demand.

We target properties where operational inefficiencies or suboptimal management create value opportunities. Improvements focus on fundamentals with emphasis on cash flow durability and disciplined execution.

Focus Areas:

  • • Operational efficiency and expense optimization
  • • Targeted unit upgrades with clear ROI
  • • Professional third-party management

Core-Plus / Workforce Multifamily

Stable cash flow with modest enhancement and downside protection.

Stabilized assets serving workforce housing demand. Returns driven by income durability, conservative leverage, and incremental improvements rather than repositioning.

Focus Areas:

  • • High-occupancy, essential housing
  • • Strong submarket fundamentals
  • • Conservative underwriting assumptions

Preferred / Structured Equity

Capital preservation through priority position and defined return profiles.

Selective preferred equity providing downside protection through seniority, contractual returns, and defined exits. Asymmetric risk-adjusted outcomes with limited operating exposure.

Focus Areas:

  • • Priority return position
  • • Contractual cash flow
  • • Limited exposure to operating risk

Risk Discipline

Capital preservation is central to every strategy we pursue. We prioritize conservative leverage, realistic exit assumptions, and downside scenario analysis across market cycles. Growth is pursued only where risk is clearly defined and appropriately compensated.