Our Real Estate Investment Strategy
Make complex ideas simple, not simple ideas complex
Lunada Rose Partners specializes in core and value-add business plans for multifamily and commercial real estate. While the universe of real estate investments is wide, we focus on growth markets and thriving asset classes. The firm has demonstrated an ability to see value where others do not, capitalizing on trends before the market catches on. We were first-movers for gateway operators to invest in the Sun Belt, and even within the Sun Belt, we were first-movers for gateway markets like Savannah, GA that are now highly sought after.
Lunada Rose takes a disciplined approach to investing, waiting for the right opportunities to maximize value. This flexible strategy ensures resilience and success, regardless of market conditions. Our reputation for being a well-capitalized and trustworthy counterparty has made us a first call for deal sourcing in our markets.
OUR STRATEGY
OUR STRATEGY
Core
Fully-Stabilized, cash-flowing assets that do not justify or require operational execution to increase NOI and value
We identify the highest-quality assets in the highest growth markets and take a long-term orientation and view on the asset’s and market’s performance. We buy new builds and second-generation properties in ‘A’ locations that appreciate over time, realizing stable and consistent cash flow and significant tax benefits along the way.
INVESTMENT PARAMETERSMultifamily: 2020+ Vintage | 200+ Units | $50m - $100m deal size
Commercial: 2015+ Vintage | 40k+ SF | $5m - $60m deal size
Value-Add
Underperforming or destabilized assets that justify or require operational execution to increase NOI and value
We look for assets that are underperforming, mismanaged, or in distress and where our expertise and relationships can add value. Upon successful completion of the business plan and depending on market conditions, we either: (i) realize significantly increased cash flow, (ii) refinance to return capital and de-risk while still benefitting from long-term appreciation, or (iii) sell the asset or recapitalize the equity and 1031 exchange.
INVESTMENT PARAMETERSMultifamily: 1997+ Vintage | 200+ Units | $50m - $100m deal size
Commercial: 1990+ Vintage | 40k+ SF | $5m - $40m deal size
