Overview and Investment Process

Investment Strategy

OVERVIEW - OBJECTIVES

 

Through our investment funds, Berkeley Advisors builds diversified portfolios of high-quality assets to satisfy the following investment objectives:

  • Capital Preservation - Maintain a conservative risk profile
  • Current Income - Stable distributions increasing over time
  • Capital Appreciation - Realize investment gains via cash flow appreciation and 
property dispositions

 

OVERVIEW - INVESTMENT STRATEGY

 

Berkeley Advisor’s management team executes a comprehensive investment strategy it has honed over the past two decades:

  • Acquire underperforming multi-tenant industrial properties
  • Establish pricing power: acquire significant percentage of existing product in specific submarkets
  • Choose submarkets with attractive demographics
  • Focus on areas where there is a scarcity of land for new development
  • Diversify property portfolios by markets, tenants, and industry exposure
  • Emphasize short term leases with local and regional tenants