Investment Approach

We seek to identify real estate assets with high intrinsic quality, but where recent pricing has been impacted by excessive market pessimism towards a specific sector. Our corporate and capital structure allows us to move quickly and decisively when attractive purchase opportunities are identified, which often gives us first-mover advantage when market conditions change. We are also prepared to be patient and we will not deploy capital for extended periods of time if we think that elevated pricing offers us an inadequate return profile. This disciplined approach has resulted in consistently high risk-adjusted returns being achieved with appropriate defensiveness being maintained at all times.