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Portfolio
Who We Are
Team
Board of Directors
Board of Advisors
Investment Criteria and Process
Property Management
Investors
Newsroom
Stock Performance
SEC Filings
Dividend Income Tax Treatment
Corporate Governance
Contact Us
Who We Are
Investment Criteria and Process
Ideal investment
characteristics
Focus on VA, NC, SC, AL, FL and GA
Particular Focus on Under-Managed Properties with Value-Add Opportunities
Relationship Sourcing
Investment process summary
Market Opportunity
Secondary and Tertiary market focus generates a more attractive return profile due to less competition from institutional investors
Attracted to growing markets where jobs and economic development are abundant
Extensive deal flow through long-standing network in flourishing Southeast markets
Value-Add Investment Strategy
Value creation through “hands on” management
Thorough knowledge of geographic target area
Widespread tenant and broker relationships in target asset classes
Necessity-based tenancy; Recession-resistant, Amazon-resistant, and COVID-resistant tenants
High Disciplined Investment Approach
Rigorous due diligence process
Data-centric market assessment and projections
Core Philosophies
Dynamic strategy based on experience and local industry knowledge
Diverse investment capabilities focusing on 4 different property types:
Flex-Industrial (Currently own)
Retail (Currently own)
Multifamily
Select service and limited-service hotels
Secondary and tertiary Southeast market focus with higher yields and fewer institutional players
Invest in “workforce” or “necessity” real estate because we believe it is more stable with lower turnover and less volatile economic swings