Our company is guided by a set of underlying principles that define
who we are: integrity, excellence,
and accountability.
OUR APPROACH
Sound real estate investing is about growing communities, providing value, and managing processes. Our investors know that our development experience lends them access to analysis that enhances the performance of their investments. Crucially, we provide more than just equity, we provide a systematized development and investing process. Leveraging key metrics, our financial analysis team can measure risk while highlighting opportunities to create better value.
Whether we are vetting development deals we have created, or providing valuable input on deals brought to us by our development partners, we play a vital role. We don't just invest in deals, we invest in relationships.
TACTICAL
DECISION-MAKING
Our system for vetting investment ideas provides analytical and responsive decision-making. A rigid set of rules guides the analysis process and serves as a gate-keeping mechanism for distributing equity.
EXPERIENCE
Our leadership team has over 120 years of combined real estate investing and development experience
PRINCIPLES
Our system for vetting investment ideas is based on integrity, excellence, and accountability
PROCESSES
We adhere to strict processes. Each step along the way confirms our direction, or we don't proceed.
MARKET ANALYSIS
Taking a deep look at diverse markets allows us to spot under-valued and under-served locales where our projects will make the greatest impact. If the project fundamentals have shifted, we work to correct them or we don’t proceed.
Our team of analysts has a rigorous due diligence process that includes significant market research leading up to the development of a project brief.
ALIGNED INTERESTS
Our Principals are also our investors, and take a hands-on role with fund management. The decisions our fund management team makes are performance-oriented. When our investors win, so do our Principals.
REAL ESTATE
DEVELOPMENT
EXPERIENCE
"
Their due diligence was thorough and thoughtful versus just completing a checklist. As developers themselves, they really add value by bringing their deep expertise to the process. I especially appreciated their analysis of not just the one project but of the whole picture...
We look forward to doing more projects together.
JOAN WILLIAMS
Principal & CFO
Watercrest Senior Living Group
"
OUR PARTNERS
