Our Investment Philosophy
Our investment strategy is rooted in a rigorous, multi-faceted analysis designed to maximize returns while mitigating risk
Targeting Exceptional Returns
We specifically seek out value-add facilities that demonstrate the potential to deliver a 100% return of capital to our investors in 5 years or less. This aggressive yet achievable target guides every acquisition
Rigorous Scenario Planning
Every potential deal undergoes a comprehensive evaluation across best-case, expected-case, and worst-case scenarios. We only move forward if the deal maintains viability and attractiveness even under our most conservative 'worst-case' projections, ensuring a robust margin of safety
Comprehensive Market Intelligence
We go beyond the property itself—analyzing local and national trends, asset performance, demographics, and market shifts. With AI-assisted research, we uncover both risks and opportunities to fully assess each deal’s true potential
Flexible Investor Options
Understanding that every investor has unique goals, we offer two primary partnership structures. Equity Partner- For investors seeking ownership, equity offers cash flow, appreciation, and long-term upside through direct participation in the asset. Debt Lender-For those preferring predictable returns with lower risk, our debt structure provides fixed income secured by the property.
A Proven Track Record. Tangible Value. Exceptional Return
410 Atlantic - 100,000 Sqft. Multi Tenant - Industrial
Purchased 2022
Purchase Price $1,750,000
Appraised Value 7/22/2024 - $3,750,000
Capital Invested $350,000
Equity Created - $1,650,000
Initial Debt- $1,750,000
Returned all capital and paid off investors in 18 months, paid 12% on the $350k.
$10k Monthly Cash flow, $1750 Principal
740 Driving Park - 125,000 Sqft. Multi Tenant - Industrial
Purchase 12/31/2023 - $1,750,000
Value estimate 6/1/2025 -$4.4mm at 9% Cap
Invested capital - $571,000
Equity Created - $2,650,000
Initial debt $1,440,000
Have Paid 8% pref since day 1. Refinancing now will repay all capital and have $2mm in equity and $15k a month in cash flow and $3250 principal
Purchase 4/5/2018 - $935,000
Debt - $755,000
Appraisal - 10/3/2019 - $1,800,000 - Refinanced 10/21/2019 - $1,288,000
Capital Invested - $250,000
Current Value $3,000,000
Monthly Cash Flow - $7k
Principal $2500
Geneva Mini Storage - 352 Units
Caledonia Mini Storage - 210 Units
Purchase price - $800,000- 8/2020
Bank Debt - $847,000
Seller Finance - $75,000
Capital - $123,000
Construction Cost - $205,000
Appraised Value $1,270,000 -7/14/2023
Current Value $1,850,000
Monthly Cash Flow - $5k, principal $3,500
C&D Storage- Jamestown, NY- Acquired in 2023
Purchase price: $105,000
Square footage: 1,800
Deal details:
Increased revenue by 54% since purchase
Gained approval for increasing leasable square footage by 3X
Streamlined operations to allow to online leasing, payments and tenant management
North Street Storage- Oneonta, NY- Acquired in 2023
Purchase price: $430,000
Square footage: 9,840
Deal details:
Added 1,468 sq ft of rentable storage space
Installed remote management system
Increased revenues by 55%
Streamlined operations to allow to online leasing, payments and tenant managemen
Capstone Storage- Sumter, SC- Acquired in 2023
Purchase price: $400,000.00
Square footage: 11,950
Deal details :
Increased occupancy by 60% since purchase
Increased revenue by 660%
Installed motorized gate
Installed remote management system
Repaired 70% of the doors in the facility
Streamlined operations to allow to online leasing, payments and tenant management
All done remotely with local contractors
Boxes to Boats- Robbinsville, NC- Acquired in 2023
Boxes to Boats- Robbinsville, NC- Acquired in 2023
Purchase price: $529,000.00
Square footage: 12,650
Deal details :
Increased revenues by 47% since purchase
Installed remote management system
Streamlined operations to allow to online leasing, payments and tenant management