Working with the right operators is one of the most salient factors in real estate investing. Character. Experience. Discipline.
We conduct background and criminal checks on operator entities and their principals and key-personnel.
Operator corporate structures are examined to understand key players, decision making authority, related entities, succession plans, etc.
Our team analyzes the performance of past investments to assess operator experience and execution.
Past investor reports are reviewed to verify that the operator meets our standards for transparent and effective investor communication.
Legal instruments from past operator investments are examined to verify appropriate legal structure and documentation.
Our team reviews insurance coverage for the operator entity and the investments to confirm that suitable protection is in place.
A thorough analysis of the market informs our team if the investment is a viable pursuit.
We conduct an in-person tour for every investment to assess the site or physical condition of the asset. Additionally, we tour the submarket and meet with local market experts to further discern project viability.
We review every investment's financial assumptions within our own proprietary pro forma model and stress-test the salient variables that will impact returns.
For every project, a third-party legal team conducts a review of the offering documents to ensure that they accurately reflect the terms of the investment.
