GROW YOUR WEALTH & PRESERVE YOUR CAPITAL
Our core investment focus is to grow wealth and preserve capital. We have been investing in the Midwest since 2006 because Midwestern markets offer stability and attractive current cash flows along with the ability to generate meaningful capital appreciation with less risk. We have a long-term investment horizon, and this allows us to grow wealth in a highly tax-advantaged manner.
ALIGN OUR INTERESTS WITH YOURS
We align interests by co-investing meaningfully in every asset we purchase, by minimizing fees, and by subordinating our economic interests to those of our partners. In addition, we are vertically integrated. This means we have fully developed internal asset management and property management capabilities, and we commit these capabilities to maximize the value each asset. By aligning our capital and management platform alongside those of our investment partners, we can maximize opportunities to achieve superior financial returns.
ADD VALUE TO YOUR INVESTMENT
We seek to add value. Successful value-add investing requires the ability to identify assets that are under performing their peer group due to inexperienced ownership, poorly capitalized ownership, management fatigue and/or deferred cosmetic maintenance. Any of these conditions can create opportunities to acquire assets at prices below their true intrinsic value. Most important, we know that our purchase price is the one thing we cannot fix after closing. Accordingly, we employ highly conservative underwriting and valuation techniques when acquiring and financing the assets we purchase.
CREATE INFINITE RETURNS
We partner with family investment offices who have generations of experience in accumulating and growing wealth. These ultra high net investors prioritize building long term, tax-deferred cash flows above all else. Accordingly, we invest carefully in accretive interior and exterior upgrades to grow durable cash flows over time. By growing enduring cash flows over time, we can create the potential for meaningful capital appreciation.
In addition, our partners favor longer hold periods because this reduces investment drag from taxes. For this reason, we strive to return capital and profits through the distribution of refinancing proceeds rather than from an outright sale. Returning capital & profits from refinancing proceeds is far more efficient from a tax perspective because income from sales proceeds generates an immediate tax liability, whereas income from refinancing proceeds is tax deferred.
GIVE BACK
We invest in the communities we serve. We do this by implementing extensive, multi-year capital improvement programs in each property, thereby improving the quality of local housing opportunities. We also make local investments in support of the following three key themes:
- Education
- Employment Assistance
- Health & Well-being
We support these three key themes at the property level by organizing and leading local initiatives such as annual back-to-school supply drives and annual holiday toy drives. At the corporate level we provide support through annual investments in local community organizations like Cincinnati Works and GeneroCity 513 in Cincinnati, Junior Achievement in Southwest Ohio, and the Foundation for Youth in Columbus, Indiana.
