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.