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