- Focus on Value
Our objective is to generate excess returns over a market cycle by purchasing
public real estate enterprises at a discount to the private market valuation of the underlying real estate holdings.
- Focus on Yield and Cash Flow
Our investment process emphasizes dividend yield in REIT structures, and free
cash flow in non-REIT companies.
- Focus on Non-Core Strategy
An all-cap strategy that may contain REITs, Real Estate Operating Companies,
and REIT preferred equities. It is a differentiated product that does not mimic REIT indices or ETFs.
- Focus on Diversification and Liquidity
Portfolios are diversified across sectors, geographic locations and tenant exposure
to protect capital. All holdings are publicly traded and offer short term liquidity to our investors. We do not invest in the direct ownership of real estate.