What We Do

We base our investment philosophy on understanding the real estate markets and the unique supply/demand drivers that impact the sector. Our goal is not to predict the cycle, but to position our clients to succeed regardless of economic condition.

Our analyses have led us to identify three demographic trends that we believe will have the greatest impact on real estate use and investing in both the short- and long-term: residential affordability; aging; and senior/millennial downsizing. A nuanced understanding of these trends shapes our focus on the property types and investment strategies most affected by these factors, with the ultimate goal of generating outsized risk-adjusted returns on behalf of investors.