Investment Strategy

Core Investments

For conservative investors seeking portfolio diversification, RECAP recommends the acquisition of existing well-leased office, industrial, retail, residential and mixed-use properties. On behalf of institutional investors, RECAP is acquiring well-located, fully-leased properties with a view to developing portfolios that are diversified both by property type and location throughout the U.S.

Our objective is to provide strong returns and continuing growth in capital values. Risk thresholds are low and portfolio volatility will be minimized.

Opportunistic Investments

For more entrepreneurial investors, the primary investment strategy RECAP has pursued since 1994 is the joint venture development of apartments and commercial buildings, and investment in value-add opportunities. The types of properties which RECAP seeks include the joint venture development of rental apartments, student housing, age restricted housing, condominium and townhome communities, retail, office and industrial properties, and the acquisition of existing properties in which rehabilitation, releasing, repositioning and/or better management would add significant value.

Our goal is to build or reposition these apartment communities and commercial buildings and sell them upon completion to the institutional and pension fund community within a three to four year period. We believe that our realized track record coupled with our ability to make a real estate investment more liquid is appealing to investors.

Separate Account Investments

For both our private families and institutional investors, RECAP is acquiring attractive properties, either for individual clients or a small “club deal” with, for example, four clients. RECAP currently focuses on core assets (well-located, well-leased properties in major markets throughout the U.S.) and value-add investments (properties in need of leasing, better management and/or repositioning in the market). Such single asset investments generally have a holding period of five to ten years.

For more information, contact Stefan Grahn or Carolyn Ortiz.