Expertise

  • Investment Management
  • Property Management
  • Asset Management
  • Construction Management

Competitive Advantage

  • Vertically Integrated Platform – Exclusive to Eagle Rock assets
  • Cycle-Tested Expertise – 20+ years of investment & operating experience
  • Re-Development Capabilities
  • Superior Access to Off-Market Transactions – 75% of portfolio acquired in off-market transactions due to established relationship network and execution capability
  • Demonstrated Performance – Successfully managing high net worth & institutional capital
  • Northeast Corridor Focus – Focused operator with sourcing, legal, and operating expertise in target geography
  • Specialized Legal Expertise
  • Rigorous Investment Process – Emphasizes maximizing returns while mitigating risks at each stage of an asset’s life cycle

Strategy

  • Acquire under-performing, under-managed suburban B/C quality rental apartment communities
  • Focus on well-located submarkets with strong economic and multifamily fundamentals outside of major Northeast U.S. cities
  • Re-position assets through strong operational focus, value-add programs and ancillary legal initiatives
  • Target under-the-radar deals facing lower institutional competition; Avg. deal size: $20-50M
  • Aggregate a high quality portfolio to attain critical mass in distinct geography through granular asset selection and achieve potential portfolio premium on exit

Acquisition Criteria

Geography

  • Northeast/Mid-Atlantic Focus
  • High Barrier
  • High Density
  • Low Volatility
  • Positive Demographic Trends
  • Strong & Stable Multifamily Fundamentals

Property Level

“Under the Radar” Assets

  • Avg. deal size: $20-50 Million
  • Little institutional competition

Older Vintage Properties/ “Middle“ of the Market

  • A-/B Class
  • 10+ years old
  • Garden to High Rise

Core-Plus/Value-Add

  • Renovation/Re-positioning
  • Operational Efficiency
  • Acquire Below Replacement Cost

Portfolio Level

  • Economies of Scale in Distinct Geography
  • Increase Liquidity Through Portfolio Clustering Strategy