Real Estate Equity

Strategy

The strategy's objective is to provide current income and long term capital growth by investing in a diversified portfolio of properties primarily located in the western United States.

The goal is to provide a portfolio of commercial income producing properties, diversified by geography, property type, and size. Real estate equity requires continuous management of each asset. The investment process identifies new to-be-built projects or other suitable properties. It requires development of a network of developers, brokers, and owners in market areas of interest.

The manager seeks to select properties to invest in that combine good rental income, rental increases in excess of expense increases, and appreciation.

JL tower under cnstruction, Anchorage, AK