Strategic at Every Step
Our formula is our differentiator.
Advalurem’s disciplined strategy of targeting investments which meet the following criteria has proven to demonstrate asymmetrical reward verses risk for all stakeholders.
Type of Capital
- Joint Venture Equity
- Preferred Equity
- Common Equity
- Co-Investments
- Sponsor Equity
Transaction Size
By Total Equity:
- $3 – $15 million
- 50%-80% equity interest
By Total Capitalization:
- $10 – $60 million
- 60% – 70% asset financing
Use of Capital
- Property Acquisition
- Equity Recapitalization
- Debt Restructuring
- Partner Buyout
- Capital Expenditures
Property Sector
- Multifamily
- Office
- Retail
- Industrial
- Mixed-Use
- Special Situation
Geographic Location
- Primary and Secondary Markets
- Growing or recovering local economies
- Urban and infill suburban locations
- Proximity to demand drivers
- Good frontage, access and visibility
Governance
- Major Management Decisions
- Sale / Liquidity Rights
- Financing Agreement
- Business Plan and Budgeting
- Key Man and Transfer Provisions
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