Investment Strategy

Strategy

Investment Criteria

OUR STRATEGY

Our core thesis is rooted in the long-term demographic and macroeconomic trends driving the multifamily sector. Within multifamily, Class B and C properties provide some of the most attractive risk-adjusted returns due to the imbalance between the strong and growing demand and limited new supply of these units.

Further, delays in life events like marriage, children and home buying are driving an already growing renter population that is underpinned by the two largest generations in history (millennial and baby boomers). With home ownership near all-time lows due to limited savings and a large debt overhang, we firmly believe these trends will continue.


OUR FOCUS

We focus on a few key factors when evaluating a property that we believe provide a solid foundation for our value-add repositioning strategy. Those include:

  • Undermanaged or inefficiently run

  • Motivated sellers

  • High vacancy rates relative to the market

  • Deferred maintenance or need for renovation

  • Below market rents

In addition to these qualitative factors, we have developed a proprietary acquisition and transaction model to analyze and underwrite potential investments.

We consider property-specific information, local economic factors, local market factors, investment return requirements, and financing options. We also conduct a thorough risk analysis to determine if the opportunity fits with our objectives. Every investment is tested against our on-going study of the demographic and macroeconomic trends that support our multifamily investment strategy.

Due to the flexible nature of our investor base, we have the ability to tailor our investments to best suit the sellers and lenders with which we work. Our deep-rooted operating experience allows the team at Rebel Capital Group to respond quickly and thoughtfully to investment opportunities. We pride ourselves in our ability to structure deals to maximize value for all stakeholders while staying disciplined to our core investment principles.

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