Investment Strategy
We will place brief descriptions of aspects of our investment strategy here as needed.
General Approach
We are generally interested in any low risk investment that generates greater than 8-10% after-tax returns. We prefer taking long-term positions founded in real underlying value, as opposed to timing the speculative market. We believe our time, talents and energies are best used to grow and maintain our portfolio, rather than to manage the routine tasks associated with each asset.
Commercial Real Estate
Our investment goals for commercial real estate are to generate moderate cash flows and predictable appreciation over the long-term. To that end, we are interested primarily in buying and holding properties that are already fully-leased, or with moderate renovation we can reasonably expect to fully-lease. We prefer smaller standalone properties with smaller tenants whose ongoing capacity to meet lease obligations can be effectively evaluated by our team.
Area: Within 15 mile radius of DFW Airport
Listing Price: .5 - 1.5M
Cap Rate
Flex: 8.5%
Light Industrial: 9.5%
Small Office: 9.5%
When submitting prospective investments, please include the previous year's income and expense report and a rent roll. We are happy to sign any confidentiality agreements that may be requested.