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.

  • +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%+

  • +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

  • +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

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