STRATEGY
Our Impact
As an experienced investor in real estate sector, ElmTree focuses on mission-critical build-to-suit industrial assets. We primarily focus on the highest-quality industrial assets leased to investment grade companies on a long-term basis.
ElmTree’s investment strategies and philosophies are guided by the fundamental premise that predictable cash flow and limited residual risk are the keys to creating asset value.
ElmTree’s investment strategies and philosophies are guided by the fundamental premise that predictable cash flow and limited residual risk are the keys to creating asset value.
ELMTREE’S INVESTMENT PHILOSOPHY FOCUSES ON THE FOLLOWING KEY FACTORS:
Sourcing off-market acquisition opportunities through industry relationships
Systematic underwriting including financial analysis, credit underwriting, mission critical research and market analysis
Methodical due diligence processes based on years of experience in the industry
Active management throughout the hold period
In an effort to achieve our objectives, we leverage deep relationships with investment grade, Fortune 500 companies and a nationwide network of corporate real estate professionals and developers to construct durable portfolios of mission-critical industrial assets.
INVESTMENT CRITERIA
*Larger transactions outside of this range are considered by ElmTree on a case by case basis.
LOCATION
Primary and Secondary U.S. Markets
LEASE TERM
Minimum 10 Years
TENANT
Single Tenant
PROPERTY TYPE
Industrial
LEASE FORM
NN, NNN
CREDIT
AAA to BBB-
TRANSACTION SIZE
$20 Million to $150+ Million
INVESTMENT PRINCIPLES
Seek to acquire high-quality, mission critical industrial real estate assets with secure in-place long-term credit leases and strong residual value that feature modern design elements and proximity to transportation infrastructure
Concentrate on defensive, low-risk assets with broad future appeal to institutional investors
Balance stability and growth by leveraging our understanding of corporate requirements and ability to maximize an asset’s potential
Maintain a strong focus on asset management and relationship-driven, sustainable management
NET LEASE
A central feature of ElmTree’s strategy, net-lease properties generally enable companies to more accurately project their expenses.
BUILD-TO-SUIT
Another key aspect of ElmTree’s approach to investing and portfolio construction are purpose-built properties designed and constructed from the ground up to meet a company’s key business needs for the long-term.
