Business Strategy & Approach
We are
providing clients with broad, top-quality
service and product offerings. Our goal
is to provide strong, consistent
investment returns through:
 |
Dedicated
client service teams; |
| |
|
|
Thoroughly
researched and underwritten
investments; |
| |
|
|
Analysis
of downside risks; |
| |
|
|
Clear
definition of exit strategy and
liquidity; |
| |
|
|
Compliance
with fund criteria and risk/reward
profile; and |
| |
|
|
Independent investment committee
review |
| |
How do
we do this?
|
1. |
We create
a unique investment policy for
each investor, based on
individual risk/return tolerance. |
| |
|
2. |
We
establish independent investment
committees to limit risk and
maximize the value of each
investment. |
| |
|
3. |
We assign
dedicated account teams to
closely monitor fund performance
and ensure the long-term value
and profitability for each
client's investment. |
| |
|
4. |
We strive
to be the market leader in
applied research. Our strategies
are based on maintaining a
current, comprehensive market
view based on rigorous review
and distillation of our own
market data and third party
material. |
| |
|
5. |
We
establish compliance procedures,
which include - at a minimum -
strict adherence to conflict
avoidance policies, semi-annual
reporting meetings, external
audits and investor
representation on pooled fund
boards and on audit committees. |
| |
|
6. |
The
potential for conflict is a
reflection of market strength
and managing this risk through
written conflict avoidance
policies is integral to our
success. These policies dictate
that we filter any acquisition,
disposition, lease negotiation,
property management issue, or
non-arms length transaction to
determine where and how conflict
may arise. When it does, we
allocate or segregate the
transaction as appropriate and,
of course, provide full
disclosure of all actions to our
clients. |
| |
Where
are we going?
We are
selectively expanding into new markets,
and we are continually introducing new
complementary investment funds targeted
at specific real estate opportunities. |
