Investment Criteria

Each investment property offers a unique set of opportunities. We endeavor to match such opportunities with our investor’s criteria, as well as short-term and long-term goals. Here is a list of investment criteria to be taken into consideration:

FUNDING: Determine total dollar amount available for investment.

GEOGRAPHICAL PREFERENCE: Determine the desired location of the investment property (if a specific location is preferred)

INVESTMENT CATEGORY: Determine the desired project category (if a specific category is preferred)-

     Residential:

• Single-Family Homes:
  • Custom Home
  • Semi-Custom Homes
  • Track Homes

• Multi-Family:
  • Townhomes
  • Apartments Buildings
  • Student Housing

     Commercial:

• Shopping Center:
  • Neighborhood Shopping Center:
    • 4-10 Acres
    • 30,000-100,000 SF of gross leasable area
    • 5,000-40,000 population within 1.5 miles (i.e. 6-minute driving distance)
    • Necessary goods (Supermarket as the major tenant) and personal services (laundry, dry cleaning, barbering, and shoe repairing) for the daily needs of the people in the immediate area.
  •  Community Shopping Center
    • 10-30 Acres
    • 100,000-300,000 SF of gross leasable area
    • 40,000-300,000 population within 3.5 miles (i.e. 14-minute driving distance)
    • In addition to the convenience goods and personal services offered by the neighborhood shopping center, a community shopping center provides an even wider range of facilities for the sake of large appliances, furniture, wearing apparel, and related services (20% Supermarket, 30% Major General Merchandise tenant, 25% other Clothing and Shoe Retailers, and the balance to other kinds of merchandisers and service businesses)
  • Regional and Super Regional Shopping Center
• Strip Plaza/Retail Stores
• Retail Stores & Professional/Medical Offices (2-4 Story Bldg)
• Professional Office Building/Office Center (1-4 Story Bldg)
• Multi-Tenant/Office/Restaurant/Retail (1-2 Story Bldg)
• Medical Buildings Complex:
  • Medical Offices (2-4 Story Bldg)
  • Group Medical Practice Complex:
    • Proper planning include developer, architect and the doctors themselves on how best to design the complex given the special consideration of doctors’ requirements.
    • Location preferably close to major medical facilities in buildings that can provide complementary, as well as peripheral medical services.
    • Multi-doctor facilities produce maximum tenant interest and better utilization of the land.
    • Proper mix of tenants, as well as auxiliary facilities as a pharmacy, clinical pathology lab, MRI/scan, etc.
    • Offers a greater potential for patient-referral system.
• Senior Housing:
  • Retirement Communities:
    • Includes lifestyle amenities, recreation, shopping convenience, comfort, minimum maintenance, and a high degree of security.
    • Blended into a well-planned unity, retirement developments include single-family dwellings, condominiums, facilities, garden apartments, town houses, shopping centers, and recreation.
    • It could also include swimming pools, clubhouses, hoppy shops, medical clinics, golf course, and convalescent centers.
    • Congregate Care Centers:
  • Congregate Care Centers:
    • Includes assisted-living facilities and nursing homes.
    • Designed in the format of an apartment hotel providing housing, food, maintenance, and health care within one facility.
• Master Planned Community

     Mixed-Use: Residential and commercial development

     Industrial:

• Office-Warehouse Flex-Space
• Self Storage Facilities

PROJECT TYPE: Determine preference of project type (if a specific type is preferred)-

     Existing Buildings/Structures:

• Fix and keep to lease for income-producing then to sell after appreciation in value to re-invest in other investment opportunities.
• Fix and flip for a quick turn-around to re-invest in other investment opportunities.

     New Construction:

• Land:
  • Undeveloped Land: Large zoned acreage of land- to be designed, engineered, permitted and developed into residential and/or commercial projects.
  • Permitted Lots: Parcels of land already subdivided into lots with pre-existing facilities (water, sewer, electricity, paved roads, curbs, etc.). Such lots are usually located in established and desirable neighborhoods- ready to build models for the purpose of pre-selling homes to pre-qualified buyers and/or to sell individual lots.
• Plans & Specifications: Determine preferred architectural design, floor plans, specifications, and features to include.

     Procurement: Making an offer.

     Construction: Executing the turn-key construction process into final completion- ready to lease and/or sell.