Value-Added Strategy
Investment Strategy

TA Realty employs a hands-on, value-added approach. This value-added approach seeks to improve cash flow through:

  • Purchasing assets "off-market" when possible, often at a discount to replacement cost
  • Intensive hands-on asset management and execution of the business plan developed at acquisition.  Repositioning well located assets through the completion of strategic capital improvements
  • Portfolio aggregation and subsequent cap rate arbitrage at disposition
  • Exploiting market inefficiencies by taking advantage of local real estate knowledge that is not widely known or available

This strategy is designed to quickly convert value-added opportunities into an increase in cash flow returns for investors. Buying real estate with a well-formulated plan to maximize value translates into consistent cash flow and solid long-term returns. For that reason, TA Realty focuses on:

  • Proactive investment strategies that emphasize converting value-added opportunities into cash flow and producing superior risk-adjusted returns
  • Concentration on small- to medium-sized properties in major US supply-constrained markets
  • Portfolio construction that is focused on diversification by property-type, tenancy, lease expiration, geographic and economic diversification
  • Commitment to intensive asset management
  • Defining multiple exit strategies at the time of acquisition
  • Prudent use of leverage
  • A program of formal and informal communication with our investors and their consultants

TA Realty has developed real estate expertise acting as a fiduciary for over twenty-five years in the marketplace. During this time, our strategy of controlled growth has allowed us to build an organization of seasoned real estate professionals who are committed to acquiring, managing and disposing of quality institutional real estate throughout the United States.