Our Strategy
Asset Focus
Value-add, Opportunistic, and Core+ investments across 25 to 100+ unit mulitfamily communities
Geography Focus
Northeast, Southeast & Midwest
Business Plan
Operations + light / moderate value-add renovations
Target Hold
3 - 7 years per asset (depending on market conditions)
Leverage
Agency / Bank / Life Co. / Bridge
Why Now
Supply Cycle Peak Has Passed
Supply Cycle Peak Has Passed
Supply Cycle Peak Has Passed
The 2022-2024 supply wave is winding down. Completions forecast to fall -37% through 2026, compressing vacancy and driving rent growth.
Compelling Asset Pricing
Supply Cycle Peak Has Passed
Supply Cycle Peak Has Passed
Property values have declined -20% from their 2022 peak - a rare window to acquire meaningful discount to replacement cost.
2026: Transition to Recovery
Supply Cycle Peak Has Passed
2026: Transition to Recovery
CBRE and NAA forecast vacancy to continue falling. Disciplined buyers who execute now are acquiring ahead of the next rent growth cycle.