Portfolio

We pursue investments that align with our disciplined, fundamentals-based philosophy. Our strategy focuses on acquiring assets that we are comfortable holding long term, with strong income characteristics and meaningful potential for value enhancement. Our key criteria include:

- Target investment size: $15 million and above

- Markets: Locations with strong demand fundamentals for rental housing

- Basis: Acquisitions below replacement cost

- In-place yield: Assets with a strong spread to prevailing interest rates, offering positive leverage and attractive in-place carry

- Value-add levers: Opportunity to improve performance through economies of scale, operational efficiencies, and underperforming rents

- Long-term hold profile: Properties we believe in and are prepared to own across cycles