We are constantly assessing the economic landscape to understand the “why” that drives volatility of supply and demand within our target markets and asset classes/asset types. Key indicators include, but are not limited to, diverse employment, population growth, favorable property ownership laws/regulations, and state level corporate laws/regulations. These key indicators inform our underwriting process and contribute to our overall strategy.

We leverage our executive team’s and advisory board’s unique understanding of industry and asset type nuances, and our long-standing relationships with industry leaders in each of the asset classes/types we focus on to identify sound, risk-adjusted returns. A hybrid focus on cashflow for our investors while also maximizing equity growth through forced appreciation provides a balance to our portfolio for our investors.

Our analyst team, with 20+ years of underwriting institutional credit undergoes an analysis of each property or business to ensure opportunities align with the company’s investment thesis. Additionally, each asset undergoes a rigorous due diligence period of vetting the owner’s financial history, feasibility reports, inspecting the physical asset and understanding the full scope of nuances of the tenants and/or operations.

Our in-house Director of Acquisitions leverages his network of institutional multifamily connections, along with the credibility he has built with the most active brokers in the state to negotiate on the company’s behalf.

We take a hands-on approach with our in-house property managers who have a 15+ year track record of working efficiently to increase income by, in part, decreasing expenses through property management operations all while providing attractive housing, in efforts to retain tenant-ship (recurring revenue). Operational and property improvements are made on a per property basis; with all improvements completed by our in-house contractors and materials sourced from trusted wholesale vendors. These combined efforts reduce costs; consequently, increasing overall profit margins for our investors.

For private equity assets, a rigorous vetting of employees and hiring process is completed by our executive team.

Capital events are contingent on, but not limited to, four main variables and are used as the framework when determining the exit of any given asset class:

· Equity/cash flow
· Debt
· Operational efficiency
· Immediate opportunity that has presented itself, i.e., market environment, 1031 exchange

A capital event may be a complete sale of the asset or a refinance. Either way, at the completion of a capital event for any given asset, our investors will receive their initial investment plus investment profits.

Although we anticipate substantial equity growth, we understand the value of cash flow for our investors. That is why we designed our funds to process regular quarterly distributions, as well as quarterly reports to track investment progress.