Investor Conviction in BTR: Update on Institutional Activity
March 20, 2024
- How are you creating investment opportunities in the current market?
- Are you active at the moment and seeing deal opportunities? What types of deals are you targeting? Keeping the powder dry or ready to allocate?
- When do you expect to see distress?
- Which market trends are you following most closely? Where do you see rents moving?
- Has the way you analyze risk changed significantly? How have your return expectations changed?
- Funds vs. deal-by-deal vs. JV partnerships: what structures make most sense today?
- Which strategies make most sense for a JV in this environment? What are you looking for from an operating partner?
- Which projects/product types/markets are most attractive? Master planned communities vs. scattered site portfolios?
- How have your exit strategies changed in the past year?
- Are you still seeing much foreign money entering the market? What are their pain points?