Real Estate Equity
Strategy
The strategy's objective is to provide current income and long term capital growth by investing in a diversified portfolio of properties located in the western United States.
The goal is to provide a portfolio of commercial income producing properties, diversified by geography, property type, and size. Real estate equity requires continuous management of the asset and identifying new to-be-built projects or other suitable properties. It requires development of a network of developers, brokers, and owners in market areas of interest.
The manager seeks to select properties to invest in where it forecasts that a combination of rental income, rental increases in excess of expense increases, and appreciation may produce a total return of 9% to 12%. Realized returns will vary from forecasted returns.
