Opportunistic


Opportunistic strategies are characterized by higher risk and higher return, with the higher portion of the return coming from capital appreciation rather current income. There are many opportunistic strategies, but we focus on well located, under-performing properties in need of repositioning. Additionally, we look to source opportunities through less competitive, relationship-based transactions.

 

Investment Criteria


Multifamily

Class A and B Multifamily Assets in Western States and Texas:

Focus is Southern California

  • Los Angeles
  • Orange County
  • San Diego

Key Investment Characteristics:

  • Small and Mid-Sized: 15 to 65 units
  • Institutional: 100 to 200 units
  • Class B
  • Garden-Style Walk-up
  • Value-Add Opportunities
  • Adaptive Re-use
  • Mixed-Use Entitlement Opportunities

Texas

  • Focus is Houston

Key Investment Characteristics:

  • Institutional: 150+ units
  • Class A and B
  • Core and Value-Add Opportunities

Student Housing

Institutional Quality Student Housing

  • Western States and Texas

Key Investment Characteristics:

  • 1 to 2 Miles from College Campus
  • Minimum Student Body 15,000
  • Vintage: 1990s to 2000s
  • Cap Rate: 6.0%+ based on pre-leasing
  • Value-Add Opportunities

Healthcare

Medical Office Buildings and Specialty Healthcare Properties

  • Western States

Key Investment Characteristics:

  • Unique Non-Cyclical Investments
  • Build-to-Suite Opportunities
  • Price Range: $10 to $50 million+
  • Repositioning
  • Value-Add Opportunities

Medical Office Buildings – On and Off Campus

Specialty Properties

  • Proton Cancer Treatment Centers
  • Multi-Specialty and Single Surgery Centers
  • Dialysis Centers
  • Diagnostic Imaging Centers

Mixed-Use Entitlement / Development

Opportunity to Redevelop to a Higher-and-Better Use

  • Focus is Southern California
 

Integrated Platform


Our team oriented strategy leverages our collective resources, relationships, and experiences to maximize the total return for every asset.  Our integrated services platform is central to achieving this objective and provides our investors, partners and clients one source for all essential competencies.

Services and Capabilities

  • Acquisition and Development Services
  • Asset and Property Management
  • Construction Management
  • Finance and Capital Formation
  • Investor Relations