Investment Criteria

Compelling Demographics

Median income must not be lower than 30% of gross rents, and the area must have good schools, employment opportunities, etc.

Rent 
Growth

We target rent growth of at least 3.5% annually, providing strong potential for increasing rental income and returns.

Population 
Growth

Target 2.5%+ population growth in primary markets & 4%+ in secondary markets.

Under-Served

For apartments, we target submarkets with strong historical occupancies of 94%+. For storage, we target submarkets with current supply of 9ft or less per capita.

Barriers to Entry

We place emphasis on submarkets with complexities that make new development difficult.

Location

Highly desirable locations with close proximity to major employment centers, offering convenient access to a wide range of job opportunities.

High Exitability

Opportunities that attract a broad and diverse buyer pool that demonstrates a high level of market interest and liquidity potential, ultimately achieving optimal return on investment.

Low Basis

Buying real estate at a low price per unit (or square foot) significantly reduces investment risk and enhances profit potential, making it one of the most critical metrics for ensuring long-term financial success and stability.

Cost Segregation

Cost segregation is a tax strategy for real estate investors that accelerates depreciation deductions. By reclassifying property parts to shorter periods, owners can decrease taxable income, save on taxes, and boost cash flow and investment returns.