Investments

Commitment matters. With our commitment to making our community an even better place to live and work, we limit our investments by geography rather than product-type and we invest alongside our clients. With almost 20 years of experience in real estate investment, we understand risk as an inherent component of investing and we look for investments that will stand the test of time by mitigating downside from the outset with a careful sensitivity analysis and exit strategy. As a Davidson-based firm, we keep a careful eye on the local market while constantly monitoring macro trends to accurately assess and analyze real estate assets in our area. As a well-known resource for local buyers and sellers, we know the values and products that meet this community’s needs and we often see opportunities before they hit the open market. This allows us to perform our due diligence independently and without the influence of competing buyers. We deliberately source and evaluate quality investment opportunities for our clients based on their investment strategies and then carefully navigate a detailed process to ensure a successful acquisition. We are comfortable exploring and evaluating all types of real estate investments while using specific parameters to leverage our experience and have confidence in our decisions. We’re happy to listen to your objectives and decide together if we can help you find an ideal real estate investment.

OUR INVESTMENT SERVICES INCLUDE:

Market Research, Analysis, and Expertise
Financial and Economic Analysis and Reporting
Deal Structure and Negotiation Expertise
Due Diligence and Process Management throughout the Transaction
Detailed Tenant and Lease Review
Cost Projections and Forecasting