Investment Strategy

Commitment to the Private Investors

Shorebreak Property and Investment Group  is committed to provide its investors with sound and prudent investment opportunities.  The projects are well communicated and the progress of the project is shared with the investors. For Private Market Investors seeking exposure to the private real estate projects, Shorebreak Property and Investment Group  offers main, prime (value-added) and opportunistic investment strategies.  Our investment strategies are steeped in research and we consistently adhere to a disciplined and time-tested investment management process. The majority of our projects at this time are qualified as main.  

Main

For clients with core objectives, Shorebreak Property and Investment Group  offers an open-end commingled fund and separately managed accounts. We source, close and manage investments in the primary property type (multifamily) in selected U.S. metropolitan markets. Our core investment strategies seek to provide investors with an attractive total return, with an emphasis on steady generation of income. Core investment strategies are executed by a dedicated team that includes acquisitions, construction management, asset management, accounting professionals and sales teams.

Prime 

For clients with prime (value-added) investment objectives, Shorebreak Property and Investment Group  offers separately-managed accounts and commingled funds.  On behalf of clients, we source, close and manage projects in each of the primary property sector (multi Family), as well as in the retail and senior housing sectors. Our prime (value-added) project strategies seek to provide investors with an attractive total return, comprised of current cash distributions and appreciation potential through re-positioning and other active management strategies. This strategy is a longer-term opportunity and provide the investors with significant return on the collective investments and proceed to provide future cash flow and tax benefits.  These projects are designed to be maintained beyond completion.

Opportunistic

Shorebreak Property and Investment Group  is a pioneer in the development of opportunistic strategies for real estate investors. This strategy provides opportunity for the investors who own real estate properties which with limited investment returns.  Shorebreak Property and Investment Group  works collectively with the owner-investors to identify and capitalize on emerging investment opportunities for the property.  Shorebreak Property and Investment Group's opportunistic real estate projects target attractive total returns. These projects are managed by a dedicated team of experienced construction, investment management and finance professionals.