ABOUT US
REAL ESTATE INVESTMENT FIRM
Our mission is to create long-term value for our investors through the careful stewardship of their capital. We follow a thesis-driven approach to investing, with a preference for wide moats, strong headwinds and large buffers.
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We invest in residential, industrial, and medical office real estate asset classes.
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1,750
RESIDENTIAL UNITS OWNED
435,000
MEDICAL
SQUARE FEET OWNED
520,000
COMMERCIAL
SQUARE FEET OWNED
22
PROPERTIES OWNED
REAL ESTATE BUILDS WEALTH
BETTER THAN ANY OTHER INVESTMENT VEHICLE
Outperforms
Stock Market
Leveraged, tax optimized returns on real estate outperform the stock market in the long term
Hedges against Inflation
Property values and cash yields on real estate tend to increase with inflation
Generates
Cash Flow
Real estate investment is designed to generate stable, predictable cash flow, through business cycles
ASSET CLASSES
IN OUR PORTFOLIO
AND WHY WE CHOSE THEM
RESIDENTIAL
Chronic undersupply of homes since 2007, coupled with steady demand, have led to a critical shortage in single and multifamily residences. Further tailwinds were provided by availability of sub-3% Fannie Mae / Freddie Mac financing, strong occupancy rates, and collection rates that never dipped below 90%
INDUSTRIAL
The dramatic spike in online shopping driven by the pandemic has led to a huge shortage of warehousing and distribution space. JLL projects that the U.S. will require an additional one billion square feet of industrial real estate by 2025
MEDICAL OFFICES/LABS
Over the next 10 years, the number of people aged 65 and older will grow by more than 30%. Americans in this age cohort visit the physician’s office nearly six times per year on average, much more frequently than younger people do, so growth in this demographic means an increase in demand for medical offices
