Real Estate
Criteria

While we have the flexibility to participate in a wide range of investments, we are extremely disciplined regarding protection of principal, and our due diligence process is intense. In seeking a compelling risk vs return profile, we typically prefer the following characteristics in a real estate project:

  • Favorable macroeconomic trends in the local economy
  • Strong demand for the proposed type of project in the relevant submarket
  • Developer who has successfully completed many similar projects
  • Developer personally investing a significant amount of capital in the project
  • Development or value-add
  • Focus on U.S. residential with expertise in the Southwest