Our Firm

Diversification

While you can’t guarantee against a loss, portfolio diversification (strategy and asset class) helps reduce overall risk while smoothing overall returns

Tax Base Depreciation

Real estate income and value tend to increase during inflationary environments (inflation hedge), allowing an investor to maintain actual returns

Equity Capture

The value created by improving the quality of the property (capital improvements) made after the initial purchase

Amortization

The paying down of debt from net operating income

Cash Flow

Cash-on-cash return (distributable cash divided by the investment)

Management Efficiencies

Improving management and asset management efficiencies

Appreciation

The increase in value brought about by an increase in the new operating income and/or an improvement in the capitalization rate

Inflationary Hedge

It helps offset the tax burden of ordinary income on cash flow distributions during the holding period