 |
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. |
 |
