Investors

Investors

Berkeley’s goal is to provide consistently high returns, preserve wealth, and create a diverse portfolio of assets for its LP’s. We achieve this through the combination of our experience, our analytical approach, and our focus on boutique investment opportunities.

Berkeley targets investments of $10MM - $35MM because that is a space currently underserved by larger PE firms in the market. This niche focus will provide foreign capital sources access to deals in the US that they have previously been unable to invest in.

Berkeley employs a hybrid-debt investment structure—perfectly blending strong returns with security of capital.

Depending on the economic cycle, Berkeley will concentrate its investments on either Distressed Assets or Ground-Up Construction.

  • Distressed Assets become especially attractive investments during market downturns.
  • Ground Up Construction performs well during market expansions.

Asset Classes

Principals of Berkeley have strong ties to proven Senior Housing developer and operator—OMNI Senior Living. OMNI’s founder, Pat Finley, sits on the board of Berkeley and is a strong source of quality deal pipeline.

Because of the combination of healthcare and hospitality, Senior Housing benefits from consistently strong returns and a track record of outperforming other asset classes during economic downturn.

Of course, Senior Housing is also poised to take advantage of the huge demographic that the United States is experiencing. The US population is aging rapidly and living longer than ever—this aging population will face healthcare and housing needs that are best addressed by Senior Housing communities.

Active board member, Dr. Murali Lakireddy, has substantial connections to the Medical Real Estate through his relationship with Aspen Dental Centers. In addition, Berkeley also has stakeholders with experience operating Ambulatory Surgical Centers (ASC).

The operational focus of Medical Real Estate generates cash flows sooner than many other real estate investment opportunities.

The growth in the healthcare sector has been unprecedented, and expectations are that this growth will continue despite the current recession

Both options are easily scalable products with ample room for growth across the US. This growth, in addition to the consistently outsized returns that are common to healthcare, makes Medical Real Estate an extremely attractive investment option.

Multifamily assets have long been a core component of real estate portfolios, and for good reason.

Strong demand and minimal operational risk help to make multifamily a consistent and predictable real estate asset.

As urban centers have seen a resurgence in recent years—a trend that is expected to continue well into the future—multifamily will undoubtedly maintain its strength as an asset class.

Multifamily assets have the added benefit of thriving in difficult economic conditions. As the state of the economy is currently in flux, multifamily assets are crucial components of a real estate portfolio.

Berkeley Principals have experience facilitating complex Mixed-Use projects (actual asset pictured above) —combining hospitality, office, retail, and multifamily—in urban areas that have seen immense success. The size and complexity of these developments requires a capital provider who understands these nuances.

Across all generations and demographics, there is a strong desire for “live-work-play” communities. Berkeley's goal in focusing investment in Mixed-Use projects is to capitalize on this lasting trend.

The many different real estate components involved in Mixed-Used development adds complexity to the investment, fortunately, Berkeley’s vast experience in handling Mixed-Use transactions helps unlock the immense value in these projects.

Local to Cleveland, developments like the upcoming Circle Square is an excellent example of a Mixed-Use project.

Download Our Investor Presentation

    The EB-5 Program

    The EB-5 program is a federal program for foreign investors to obtain a green card for themselves and their immediate family.

    One of Berkeley’s principals was formerly the founder and CEO of the nation’s 3rd largest EB-5 regional center. He brings decades of EB-5 experience that will benefit any investors who may be interested in pursuing the EB-5 program.

    The three main reasons, foreign investors pursue the EB-5 program are:

    • Access to high-quality healthcare
    • A top tier educational system
    • Quality of life

    More information on EB-5 can be found in our investor presentation.