How it works
Working with the right operators is one of the most salient factors in real estate investing. Character. Experience. Discipline.
Our team performs initial and ongoing due diligence on the operators' performance, operations, and organizational structure.
We actively engage in proactive pipeline meetings with our vetted operators to identify and evaluate exclusive investment opportunities that fit within our thematic pursuits.
Once we identify a strong fit and interest in an investment opportunity, our team conducts an in-person tour to assess the site's quality, evaluate the asset, explore the submarket, and meet with local market experts to further validate project viability.
We conduct comprehensive due diligence, including (but not limited to) proforma analysis, market research, legal review, construction evaluation, and insurance assessment. This rigorous approach assesses financial viability, mitigates risk, and strengthens investment potential, providing investors with a clear understanding of each opportunity.
The operator presents each investment opportunity to our investment committee for thorough review. Once approved, investors receive a recorded presentation, offering valuable insight into the strategy, market dynamics, risks, and potential - keeping them informed and engaged in the investment process.
Once the investment opportunity is approved, relevant investment documents, such as subscription agreements, funding documents, and capital call notices, are prepared. If required, these are then provided to investors for execution.
All executed documents and corresponding funding amounts are carefully tracked, verified, and reconciled. After completion, the finalized agreements are securely uploaded to the investor portal, providing investors with direct access to their records.
We handle all aspects of ongoing investment administration, including cashiering, K-1 distributions, investor reporting, and secure cloud-based document organization. This streamlined approach reduces administrative burdens, ensures timely access to critical tax and performance information, and enhances overall investment transparency for investors.
We maintain ongoing strategic discussions with operators at key decision points throughout an investment’s life cycle. This includes evaluating market conditions, assessing performance metrics, discussing capital events, and identifying opportunities to enhance value -ensuring proactive management and alignment with investment objectives.
Our team strives to maintain strong relationships with our operator partners through open communication and a collaborative approach during the entire investment process. In a commoditized and transactional industry, we believe this partnership mentality allows for a greater impact for investors, stakeholders, and communities.
