Investment Strategy

Our investment strategy focuses on private commercial real estate opportunities within the state of Texas. Buying income-producing hard assets enables us to hedge against inflation, while also borrowing non-recourse debt at historically low interest rates. Additionally, investing locally allows us to use direct market intelligence that is not able to be accessed or traded upon worldwide.

As local investors, we have the ability to exploit inefficiencies in a targeted geographical market. Staying local also gives us the ability to mitigate the impact from global macro events by selectively investing in private commercial real estate opportunities, which have a low correlation to the broader public market.

Strategy

Niche Investment Size

  • $5 - 35M equity investment is less competitive and creates an opportunity for greater risk-adjusted returns

  • Nimble, entrepreneurial firm with institutional capital


Direct Approach

  • Stonelake professionals controls all aspects of the investment life cycle. 80% of investments have no outside operating partners

  • Better risk management and greater net returns to our Partners


Geographic Focus: Texas

  • Job growth in Texas leads the nation and will continue to drive values in real estate

  • Stonelake has offices in Austin, Dallas, and Houston with “boots on the ground” where we invest

Income with Optionality

  • Target investments with cash flow and the option for long-term value creation 

  • Active asset management to create value and mitigate risk