Investment Strategy
Rosepeak uses a research first approach to identify target markets and specific assets for acquisition. Only those opportunities that meet our specific market, location, physical plant and other investment criteria are considered.
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+Targets under-managed assets and/or assets with upside from physical improvements
+Properties - 1990s and newer
+$5k-$50k per unit in capital improvements
+Return on upgrade capital of 20%+
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+Targets new construction assets that are coming off of original construction financing and face debt refinancing/equity re-margining challenges
+Properties – 2020 and newer
+Properties can be acquired at attractive current basis often 50%-80% of replacement cost providing for long-term upside as market conditions recover
+Will utilize creative debt/equity strategies to initially acquire properties that will often not be fully stabilized
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+Targets properties with strong in-place net operating income that can be financed with positive leverage to produce attractive cash-on-cash returns with limited execution risk
+Properties – Newer assets (2000+) in clean physical condition with limited capital needs
+Ideal for high net worth (HNW) or 1031 investors focused on capital preservation, current income and tax efficiency