OUR INVESTMENT STRATEGY
Creating and
Sustaining Value
At the core of our investment strategy is a commitment to creating and sustaining value. We pursue value-add and development opportunities in market-rate and student housing assets, focusing on select Midwest markets. This emphasis on specific markets and asset types allows us to leverage our expertise and deliver strong, consistent returns for our investors.
1. Our Approach
We distinguish ourselves through our hands-on property and asset management approach, maintaining direct oversight to optimize value. Our experienced team brings together their unique expertise in acquisitions, development, asset management, design, construction management, marketing, legal, and operations. This collective expertise enables us to maximize performance and drive value.
2. Our Markets
We selectively target Top 100 Midwest Metropolitan Statistical Areas (MSAs) with strong population and wage growth, supported by solid economic fundamentals. We prioritize markets that offer both multifamily and student housing opportunities, especially those anchored by Power 5 universities. Through a data-driven approach, we identify overlooked markets often bypassed by institutional investors, as well as up-and-coming areas benefiting from overflow population from major urban centers.
3. Our Rationale
We are drawn to these markets and asset types for several compelling reasons.
Our data-driven approach allows us to identify markets experiencing:
- Steady population growth, indicating sustainable demand for housing;
- Robust job creation fostering economic stability and enhancing rental demand; and
- Sustained wage growth, contributing to residents’ ability to afford higher rents.
The multifamily and student housing sectors possess several key characteristics that enhance their investment appeal, including:
- Highly fragmented ownership, presenting opportunities for value-add initiatives;
- Significant barriers to entry, such as operational intensity, which protects our investments from excessive competition; and
- Low correlation to the broader economy, demonstrating resilience during economic downturns.
By focusing on these fundamentals, our investment strategy positions us to generate outsized risk-adjusted returns.
