Strategy

Targeted in Approach,
Nimble in Execution

We invest in real estate in geographies that stand to benefit from long-term macro-level trends and consumer behaviors. We utilize proprietary data analytics to evaluate optimal submarkets within our target geographies. Our data analytics also drive deal-level investment decisions to either acquire value-add properties, or develop new construction, based on key supply/demand and demographic metrics.

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Our Approach

  • Top-Down Demographic Analysis

    We analyze macro demand drivers to select sectors that benefit from significant consumer demand trends and employ a data-driven approach to target opportune submarkets.

  • Buy Right

    We seek broken and stale-marketed deals, distressed owners, mispriced assets, and mid-sized deals with value creation potential. We identify premier site opportunities through submarket analytics and broker relationships.

  • Multi-Disciplined Perspective

    We utilize our team's 70+ years of collective experience across the capital stack from dirt to boardroom, and we prioritize efficient operations and flexible financing structures to maximize returns.

  • Well-Positioned

    We invest thoughtfully in capital expenditures and amenities to maximize value, and we position rents strategically relative to market in order to maximize the customer value proposition.

  • Risk Management

    We underwrite to deliver opportunistic returns while preserving capital, and we mitigate exposure through limited leverage positions and a dedicated diversification across both acqusition and development investment oppourtnities.

Diversified Portfolio

ExCap pursues a diversified set of investments across sectors, risk profiles, and geographies.

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