real estate syndication investing strategies

The 4 main investment strategies: Value-Add, Opportunistic (Part 2)

In Part 1, we covered core and core+ strategies.  In this Part 2, we’ll go over value-added and opportunistic strategies.  Both go up on the risks and returns spectrum. Value-Add: Medium-to-high-risk/medium-return strategy. This involves acquiring an existing asset with specific plan to spend meaningful dollars to upgrade an asset’s aesthetics (could be interior or exterior),…

Capital Stack is…

not a menu item, though I could envision a whopper be named after it. But personally I like the imagery of a layered cake much more…Yum! In financial parlance, Capital Stack (aka Capital Structure) is simply the aggregation of every type of funding –  common equity, preferred equity, mezzanine and senior debts, that goes into…

real estate syndication investing strategies

The 4 main investment strategies: Core, Core-Plus (Part 1)

1. Core: Core real estates generally employ no to low leverage (0-40%), consist of low-risk/low-return assets, earning premium return above that on the NCREIF Index with a meaningful current income component.  These assets are often located in gateway, primary cities (e.g. NYC, L.A., Washington DC, London, Hong Kong, etc), are newly-built, fully stabilized, either fully…