Investment Philosophy

Real Estate and real assets are Illiquid Asset Classes, Not Short-Term Trading Vehicles

Ignore short-term noise and focus on long-term trends to achieve superior risk-adjusted returns

Unique Risk-Based Perspective

Ask two fundamental questions to achieve the best risk-adjusted returns for our clients:

1.  What can go wrong with a particular investment?

2.  Are there proper incentives to be successful?

Avoid Crowds

Highly selective investment approach

Fact-driven investment analysis that prioritizes relative value

Take potentially contrarian market views at times

Every Client Is Unique

Based on distinctive risk tolerances, governance restrictions, funding status, and other variables, there is no, “one size fits all” investment strategy for clients