Strategy & Investment Criteria
Investment Size
We target investments ranging from $5 million to $10 million per transaction. This range allows us to diversify our portfolio and strategically manage risk across multiple properties. We typically finance deals with a maximum loan-to-value (LTV) ratio of 70%, maintaining a disciplined and conservative approach to leverage.
Investment Size
Absolute Net Leased (NNN) Single Tenant Properties
We focus on long-term core assets and value-add opportunities leased to stable, creditworthy tenants.Mixed-Use Properties
Preferred assets include developments with a strong anchor tenant secured under a long-term lease, offering both income stability and growth potential.Commercial Retail Centers
We seek well-located retail centers with value-add potential, including underperforming assets in growth markets that can benefit from strategic repositioning, leasing, or redevelopment.
Our strategy comprises of two key goals
1. Identify and acquire high yield, value-add and long-term hold assets
2. Realize consistent, superior risk-adjusted returns for our investors.
We leverage our relationships with credit worthy corporate and franchisee tenants to create value in the properties we acquire.
Location
While we are focused largely in the midwest we look for properties in the mid-atlantic and southeastern regions of the U.S. We look for single tenant and mixed-use assets in secondary and tertiary cities/towns with strong sales and low rent to sales ratios.
Joint Venture Program
We take pride in investing our funds alongside our investors. We believe this not only provides comfort and a basis for risk-assurance for our clients, but also allows us to exemplify our core values of trust/integrity, accountability, and cooperation. Our reputation is very important to us so we strive to not only meet the preferred returns for our investors, but also exceed investor satisfaction.