INVESTMENT MANAGEMENT

The Investment Management division is responsible for deploying capital on behalf of our investors and partners through various investment structures. The Investment Management team seeks to identify undervalued and underutilized properties across the risk spectrum, and create value through the application of extensive hands-on management and value-add opportunities. Our focused, data-driven strategies deliver superior risk-adjusted returns by investing in well-located assets across the nation.

INVESTMENT STRATEGIES

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VALUE-ADD

Target properties below their historic cost basis in need of physical and/or operational improvement in markets with attractive fundamentals. Coastal Ridge will seek to improve assets to levels commensurate with newer vintage properties while maintaining a rent discount on these assets.

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CORE PLUS

Investing in newer construction and suburban focused locations in markets demonstrating strong demographic and economic trends.

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STUDENT HOUSING

Investing in purpose-built student housing communities at tier 1 universities with +20,000 enrollment. Coastal Ridge invests in both core plus and value-add strategies.

INVESTMENT PROCESS

Our data-driven investment process starts with strategy development while leveraging market intelligence, industry contacts, and our team's collective expertise. As we refine our strategy and layer in geographic markets of focus, we begin to utilize our deep industry relationships to generate deal flow. Newly-sourced opportunities move quickly through a rigorous and detail-oriented process of underwriting and valuation. For the select few transactions that make it through due diligence, we leverage our best-in-class property management platform and asset-centric approach to drive the property’s business plan and maximize value for all stakeholders.

INVESTOR PORTAL

Access our investor portal and investor presentation materials at the link below.

Investor Login

PRIMARY TARGET MARKETS

Coastal Ridge’s investment strategy is focused on strong secondary markets with solid fundamentals including stable population, job growth, and wage growth. We evaluate over 30 key criteria in our assessment of target markets. View our markets of interest below.

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MARKET SELECTION CRITERIA

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DEMOGRAPHIC
TRENDS

Population Growth
Millennial Concentration

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MULTIFAMILY FUNDAMENTALS

Supply / Demand
Rent Growth

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MARKET
RESILIENCY

Employment Trends
Affordability