We believe now is the time to reduce investment risk.
Recession Resistance Overview
Our family began investing in recession resistant assets in 2010 as a way to diversify, preserve, and grow capital through varying market cycles.
With today's consistent market volatility and uncertainty, including rising interest rates, inflation and recessionary fears, we find it more imperative than ever to ensure a sound investment strategy.
A recession resistant investment strategy entails identifying and creating opportunities that are uncorrelated, or inversely correlated to the overall economy.
These are investments that have a high likelihood of maintaining or growing net operating income and asset value, throughout varying market cycles.
With this in mind, we seek and identify assets that have historically experienced higher user demand during market downturns.
Assets that have longer term, fixed rate debt, allow us not to be forced to sell at the wrong time, which is critical in capital preservation.
Investment Strategy
To protect against today's market risks we are positioning our capital in:
- Mobile Home Parks, Self-Storage, Affordable Housing and NNN Industrial have been amongst the top performing asset classes through multiple market cycles including, the great recession and the pandemic
- Stabilized properties earning immediate cash flow and which have a value-add business plan to increase NOI
- Investments that are structured to provide a highly attractive blend of in-place income and growth
- Institutional-grade commercial properties that are stabilized and cash flowing
- Properties with value-add potential where we can improve the property, grow the NOI, and force appreciation versus relying on natural market appreciation or cap rate compression
- Housing that is priced and located for the working-class family and individual
- A highly diversified number of properties, cities, regions, and states
- Partnerships with best-in-class real estate operating partners to manage and optimize the day-to-day operations of our assets
