Our Investment Philosophy

philosophy

  1. A bespoke solution delivers superior results.
  2. Investing should only be about the ‘Risk Adjusted Total Return’.
  3. Research is for everyone, everyday.
  4. An accurate assessment on real estate value requires an eye for all asset classes.
  5. In real estate investing, timing is everything.
  6. Understanding the cycle hinges on understanding sustainability.
  7. Smart investors know when to realise profits.
  8. Avoid crowds – they are usually wrong.
  9. Transparency and good governance are assets in their own right.
  10. Every real estate investment must have a strategy and any worthwhile strategy must:

    • look through the cycle, and;
    • optimise the liquidity/illiquidity trade off.
  11. Active management is pivotal to prudent real estate investing.
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