TARGET INVESTMENT PROFILE & INVESTMENT STRATEGY
Target Markets
Primary and Infill Secondary
Mountain West Markets
Target Project Size
$5M to $25M+
20,000 NRSF+
Portfolio Creation
Hub-and-Spoke Aggregation
Strategy
Equity Structure
Deal-by-Deal, Tenancy-In-Common, Recapitalizations
Risk/Return Profile
Core-Plus, Value-Add
and Opportunistic
Property Types
Self-Storage and Small-Bay Light-Industrial
Hold Period
Long-Term Hold with Opportunistic Exits
Deal Strategy
Rehab, Reposition, Conversion, Expansion
OUR FIRM'S CORE VALUES
Act with Integrity, Humility and Respect to customers, vendors, investors and stakeholders.
Strive for Growth through continuous reflection and improvement.
Relentlessly Solve Problems using critical thinking.
Practice Good Stewardship and Pride in what we do by taking care of the places we own, work and stakeholders served.
Demonstrate Sustainability and seek Innovation by pursuing technology-forward and environmentally conscious initiatives.
