Our Investment Approach
We combine institutional-grade deal sourcing with conservative underwriting and rigorous risk management. Every investment is designed to protect downside first, then optimize upside.
Risk-First Philosophy
Most investment firms lead with returns. We lead with risk management. By focusing on downside protection first, we build portfolios that can weather any market environment.
Conservative Leverage
We target 25-35% loan-to-value on all deals. Most operators use 65-75% LTV. Lower leverage = lower risk.
Stress-Test Every Deal
We underwrite multiple recession scenarios, including 20% vacancy, 15% rent decline, and 200bps cap rate expansion.
Multiple Exit Strategies
Every investment has at least 2-3 viable exit paths. We never rely on a single buyer or market condition.
Our Investment Process
We screen over 500 deals annually and invest in fewer than 5. Here's how we select opportunities.
Deal Sourcing
We leverage our network of institutional operators to access off-market deals in high-growth markets.
Due Diligence
30-point checklist covering market fundamentals, property condition, operator track record, and financial modeling.
Operator Vetting
We only partner with operators who have 10+ years experience and proven track records through full market cycles.
Ongoing Management
Monthly check-ins with operators. Quarterly reports to investors. Annual property tours and strategy reviews.
Target Returns & Structure
Here's what you can typically expect from our multifamily investments.
Blend of cash flow during hold and equity upside at exit
Quarterly distributions throughout the hold period
Exit when value-add is complete and market conditions align
Important: Past performance does not guarantee future results. All investments involve risk, including possible loss of principal. These are target returns only and are not guarantees.
Let's Discuss Your Investment Strategy
See how our risk-first approach can complement your existing portfolio and help you build lasting wealth.